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SFDO-Community-Sprints / Membership-Essentials-App

Open Source Community Sprint project focused on building a schema for memberships, renewals, payments, multiple members, families, benefits, etc, that actually works. Eventually automation.
BSD 3-Clause "New" or "Revised" License
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Add page layouts to package and Membership App #63

Open D-McGovern opened 3 years ago

D-McGovern commented 3 years ago
waidner commented 2 years ago

RE Contact Page layout / New Membership Quick Action

RE Contact Page layout / Membership Contact Roles Related list

@selfuntitled As mentioned in the zoom chat today I have added the following fields (columns) to the following page layouts to create a related list:

RE Contact Page layout / Add Membership fields to page layout

@DebbieN-SF and @selfuntitled As discussed we should create a separate issue on this, because to bring automation its a little bit more effort. Maybe you can add your thoughts regarding adding the primary contacts and current/last membership in this new issue and link it here. Maybe these are even two issues to keep it small.

RE Account Page Layout / Memberships Related List

@Marley227 As mentioned in the zoom chat today I have added the following fields (columns) to the following page layouts to create a related list. If the Lightning Page (Flexipage) is running in default "Related List Type" you will see the first 4 fields. If the admin switch to enhanced list he/she will see all columns:

Deployment / Pull Request

@selfuntitled To get everything mentioned above into GIT please add the following components to the pull request...

tobiasaw34002 commented 1 year ago

@waidner Are you still working on this item? I think you will be at March 2023 sprint? Just cleaning up our issues in preparation and want to make sure we don't lose active work. Should I leave your name on it for the sprint?

waidner commented 1 year ago

@tobiasaw34002 You can keep it assigned to me and I will check in the sprint what is open and not working. Because as far as I can remember we merged the stuff, but haven't checked it afterwards. Furthermore there is one small point open "Add Membership fields to page layout" were we need some automation and I can clarify during the sprint if this is still needed, because in this case we need some automation to populate the values.

waidner commented 1 year ago

As discussed with @selfuntitled today in Sprint 2023 we are not allowed to edit standard page layouts and push them into a package, so I will create a new contact page layout specific to the package.

waidner commented 1 year ago

Did the following implementation in the metécho scratch org in Sprint 2023. The changes are included in the pull request #91

Created two page layouts as a clone of the standard layouts