Atlas-Assistance-Dogs / atlas-dogs

Repository for Atlas Dogs flows in Salesforce
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Related contact is still shared when Position removed #512

Closed deb761 closed 2 months ago

deb761 commented 8 months ago
  1. Set up sharing rules for contact so that ShareWithVolunteer is visible to users in the Volunteer Group.
  2. Add Volunteer position to a contact.
  3. Add Primary and Secondary emergency contacts to the original contact.
  4. Observe that all three contacts are visible to a user in the Volunteer group.
  5. Remove Volunteer from the original contact.
  6. Actual: Primary and Secondary emergency contacts are still visible to a user in the Volunteer group.
  7. Expected: Primary and Secondary emergency contacts are not visible to a user in the Volunteer group.
deb761 commented 7 months ago

This has been fixed in 1.6.

atlasjen commented 6 months ago

testing in beta12. i added a related contact to a Volunteer as a full user. I then logged in as Peony Ho (volunteer user) and while i can see the relationshp image nubmer, and type, i can't see the related contact (not a volunteer) image

I can see all accounts, but can't see any contacts other than this one image There is also no data visible in Programs or Program Assignments when i am in as this user

deb761 commented 6 months ago

The Volunteer can only see related contacts that are Primary or Secondary Emergency Contacts, so that makes sense, even though it looks funny.

I had to re-create the Atlas Volunteer permission set because it includes permissions from another package or something like that, and had neglected to add Programs and Program Assignments to it. I also ran a PostInstall method to set the fields that allow sharing on the volunteers and related contacts. I'll add it script.

atlasjen commented 6 months ago

OK. verified. I can indeed see them not that they are primary or secondary.

atlasjen commented 6 months ago

also verified once relationship type is changed, the contact is no longer there. the relationship is, but i don't think that hurts much.

atlasjen commented 3 months ago

reopening in 1.8

atlasjen commented 2 months ago

i htink we can close this, ya?

atlasjen commented 2 months ago

closing w 1.9