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          IDX Workbench Menu Commands (Managed Package)

          IDX Workbench Menu Commands (Managed Package)

          For the managed package runtime, most of the commands in the IDX Workbench menus are like those of any application. For example, Edit | Copy copies the selected text. Commands specific to IDX Workbench are listed here.

          Managed Package app icon This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

          • Repository | Settings — Lets you open the Repository Settings window for the current repository without having to open the Configure Workspace window first. Includes the following settings:

            • Expansion Path — Determines the subfolder of the repository folder in which DataPacks are stored.

            • Additional DataPack Query Filters — Filters objects of the specified type in all projects that use the repository. Click Add New Filter to add as many filters as you need.

              For example, setting DataPack Type to Product2 and Additional Query Filter to RecordTypeId != null excludes non-Vlocity products.

          • Project | Edit Project Details — Lets you open the Edit Project window for the current project without having to open the Configure Workspace window first.

          • Jobs | Ensure Global Keys in Source — Iterates over the data in the Source org and makes sure that every record that needs it has a Global Key value.

          • View | Reload — Reloads the IDX Workbench application.

          • View | Force Reload — Forces a reload of the IDX Workbench application.

          • View | Toggle Developer Tools — Displays or hides a development environment.

          • Debug | Open Logs — Opens the IDX Workbench log file.

            It is very important to include log data when submitting a Vlocity Support Case.

          • Debug | Reset Repository Data — Resets the IDX Workbench configuration as if it were newly installed. This clears all projects. However, it doesn't delete project folders.

            You can restore a project in the Configure Workspace dialog by selecting New Repository and referencing the existing Repository Folder for the project.

           
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