atlasjen
commented
1 year ago one option is to add more categories
Team-Client Team-Dog
and then specify the types that those can have. this would let us keep arbitrary types w/o last dates as well
we would still want to copy what was added to Team-Client -> client and Team-Dog ->dog.
or just do Team and merge both under it.
So I just realized in testing dog that we should show different things when you are in the Team view to upload dog or client files than in Contact or Dog. This will help avoid people uploading them to the wrong place, which is a big part of the point of this change. it's less of an issue if they get added to team as they can be seen in client/dog; it's the otherway around that is more of a problem. Here is how they'd be split out (same as the page layout)
This has become more important as we have defined that we only want certain files uploaded in certain locations. Under Team, they should only be able to upload Client and Dog files associated w team. Under Contact, they should not be able to upload Client and Dog files that are supposed to be on team. Under Dog, they should only be able to upload dog files not on team
Team.Dog-> Vet Health Form, Vet Xray Report Dog.Dog-> Vaccinations and Exams
Team.Client->Pre-Application, Application, LOMI, Veteran Paperwork, Application Video, CGC Contact.Client->Contact Form
One question on this, though. right now one of the fixes we had in 1.4 was we could support adhoc types as long as we didn't have dates associated w them. how will that play into this? The place it is going to come up the most is on Contact. Can we have it be that these types are explicitly filtered to only show as above and anything else will show per the Category/Type mapping under ContentType?