DRTE v5.138 (GA)

Published on October 28, 2026 DRTE

Release notes for DRTE 5.138: find and fix missing allow-list objects right from the Document Template page, with the new DRTE Access Checker.

RELEASE NOTES
DRTE Version 5.138
New: DRTE Access Checker

The DRTE Access Checker panel on the Document Template record page.

Highlights

What it does
Admins can now see which objects a Document Template queries and whether each one is on the allow-list, all from the template record page. They can also whitelist a missing object from the same screen.

The problem it solves
Before this release, an object missing from DRTE Allowed Object made its section fail to display, with no explanation.

What's New

Feature	Details
DRTE Access Checker panel	A new Lightning component for the Document Template record page. It reads the SOQL query from every Document Section on the template.
Unique object list	Each object appears once per template, even if several sections query it. A "Used In" column names the sections that use it.
Subquery support	Objects in subqueries, including child relationship names such as `Contacts`, are resolved to their real object.
Allowed / Not allowed status	Each object is checked against `DRTE Allowed Object` records. Missing objects are listed first.
One-click Add	The Add button creates the `DRTE Allowed Object` record for a missing object, so admins no longer have to go to Custom Metadata Types in Setup.
Summary line	For example, "5 unique objects, 2 missing".

Benefits

✓ Missing allow-list entries are found while the template is being built, not when a section fails to render.
✓ Fewer setup steps and fewer support cases about sections that don't display.
✓ The allow-list is still a deliberate admin action. Nothing is added automatically.

How to Use

Open a Document Template record.
Review the DRTE Access Checker panel.
Click Add next to any object marked Not allowed.
Wait a few seconds for the deployment to finish. The status then changes to Allowed.

Upgrade Steps

Install version 5.138.
Add the DRTE Access Checker component to the Document Template Lightning record page in Lightning App Builder.
Grant deploy permissions to admins who should be able to add objects: Modify Metadata Through Metadata API Functions, plus Customize Application if required. If you re-enable the custom permission check in addObject, also assign DRTE_Manage_Allowed_Objects.

Important Notes

Adding an object deploys custom metadata, so it can take a few seconds to show as Allowed.

Added objects exist only in the org where they were added. In a sandbox, move them to other orgs through your normal release process.

Objects are matched on the Object API Name value, including the namespace if there is one, for example <namespace>__ObjectName__c.

The user needs permission to deploy metadata to use Add. See the upgrade steps.

Known Limitations

Objects are detected from the FROM clauses of each query, including subqueries. Objects reached only through parent relationship paths (such as Owner.Name) are not checked separately.

Queries built dynamically at runtime may not be fully detected.

Knowledge Article Number: KA-00487