We already have a "Sales" section in the sidebar, please add a "Pipelines" sub menu item.
In pipelines, let's start by showing all pipelines in a table with options to add, edit, delete pipelines. The UX needs to similar to our existing table structures like Proposals, Invoices.
Pipeline EntityYou can reuse your entity, controller etc. The pipeline entity should have:
organization
name
description
Add a pipeline
This should open a page where we have an option to add a pipeline name & description. Please check how we have pages for creating proposals, invoices.
Edit a pipeline
This should get enabled only if a pipeline is selected from the table below. When clicked the page should be auto-filled with pipeline name & description with an option to edit.
Delete a pipeline
This should open a confirmation box and delete the pipeline.
Note: The goal of this feature ticket is to create a page where we can add/edit/delete a pipeline with only name and description. We do not need to implement anything else to close this ticket, we will look at stages later.
In pipelines, we are showing all pipelines in a table with options to add, edit, delete pipeline.;
The pipeline entity have: organization, name, description and stages;
Add a pipeline - This opens a modal window where we have an option to add a pipeline name & description;
Edit a pipeline - This get enabled only if a pipeline is selected from the table below. When clicked the page is auto-filled with pipeline name & description with an option to edit;
Delete a pipeline - This opens a confirmation box and delete the pipeline;
We already have a "Sales" section in the sidebar, please add a "Pipelines" sub menu item.
In pipelines, let's start by showing all pipelines in a table with options to add, edit, delete pipelines. The UX needs to similar to our existing table structures like Proposals, Invoices.
Pipeline Entity You can reuse your entity, controller etc. The pipeline entity should have:
Add a pipeline This should open a page where we have an option to add a pipeline name & description. Please check how we have pages for creating proposals, invoices.
Edit a pipeline This should get enabled only if a pipeline is selected from the table below. When clicked the page should be auto-filled with pipeline name & description with an option to edit.
Delete a pipeline This should open a confirmation box and delete the pipeline.
Note: The goal of this feature ticket is to create a page where we can add/edit/delete a pipeline with only name and description. We do not need to implement anything else to close this ticket, we will look at stages later.