SFDO-Community-Sprints/Membership-Essentials-App

Add page layouts to package and Membership App

D-McGovern opened this issue · 5 comments

D-McGovern commented
  • Contact Page layout
    • New Membership Quick Action
      • Add 'Type'
      • Ensure Account is populated by default
    • Membership Contact Roles Related list
      • Add fields to related list
    • Add Membership fields to page layout
  • Account Page layout
    • Memberships Related List
waidner commented

RE Contact Page layout / New Membership Quick Action

  • Adjusted the fields on the Quick Action and pre-populated the Account name by default
  • Added the Quick Action to the following page layouts for Quick Actions (SFDC Classic) and Mobile & Lightning Actions
    -- Contact.Contact (Marketing) Layout
    -- Contact.Contact (Sales) Layout
    -- Contact.Contact (Support) Layout
    -- Contact.Contact Layout

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:

  • Fields
    -- Membership_Contact_Role__c.Name
    -- Membership_Contact_Role__c.Role__c
    -- Membership_Contact_Role__c.Start_Date__c
    -- Membership_Contact_Role__c.End_Date__c
  • Page Layouts
    -- Contact.Contact (Marketing) Layout
    -- Contact.Contact (Sales) Layout
    -- Contact.Contact (Support) Layout
    -- Contact.Contact Layout

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:

  • Fields
    -- Membership__c.Name
    -- Membership__c.Start_Date__c
    -- Membership__c.End_Date__c
    -- Membership__c.Status__c
    -- Membership__c.Product__c
    -- Membership__c.Type__c
  • Page Layouts
    -- Account.Account (Marketing) Layout
    -- Account.Account (Sales) Layout
    -- Account.Account (Support) Layout
    -- Account.Account Layout

Deployment / Pull Request

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

  • Page Layouts
    -- Account.Account (Marketing) Layout
    -- Account.Account (Sales) Layout
    -- Account.Account (Support) Layout
    -- Account.Account Layout
    -- Contact.Contact (Marketing) Layout
    -- Contact.Contact (Sales) Layout
    -- Contact.Contact (Support) Layout
    -- Contact.Contact Layout
  • Quick Actions
    -- Contact.New_Membership
tobiasaw34002 commented

@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

@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.

  • 👍1
waidner commented

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

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

  • Account.Account Layout for Memberships

  • Contact.Contact Layout for Memberships
    => Kept the existing related lists from the standard and the ones for membership information to the top of both layouts (see also https://salesforce-external.slack.com/archives/C03E9GU0F43/p1680180224892559)
    => On the new contact layout the required button "New Membership" is added and beside of this all unnecessary buttons removed.

  • Adjusted the layout for the quick action
    -- quickActions/Contact.New_Membership.quickAction-meta.xml