"Log a Call" action appearing instead of "Log an Interaction/Interaction"
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"Log a Call" appears on the following page layouts for both Ombudsman Standard User and Sys Admin profiles.
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@lauraetzler - One more thing we should consider: It's pretty easy to make a report that looks for any Tasks where the Total Registry Touchpoints field equals zero. That's the kind of thing that each admin could have on a dashboard of zeros to look for data problems. I can't say for sure that there should never be tasks with zero touchpoints because ombudsmen could set a task as a To Do item for themselves that wouldn't need touchpoints. But if the admin built such a report and looked in on it regularly (weekly, or perhaps monthly), it would be a good way to catch tasks that don't have touchpoints but should. (Happy to talk more about this if you'd like.)
I'm having a hard time picturing this at the moment. Do you have time to talk more with me about it? @mkolodner
Of course! Grab time on my calendar: https://calendly.com/michaelkolodner
It would be good to have a scratch org ready that you can work in. You could create one via Metecho...
I'm in Metecho looking at all that. I have to assign myself one of the tasks as a developer to be able to create a scratch org, right?
Yes, but if you want a place to just make a scratch org for playing around you can make an Epic and then a Task on that Epic. That's what I'd done for the sprint (it was called "Sprint Scratch Orgs" or something like that.) Then I deleted it since we no longer needed it.
Query: This also shows up in the Publisher layouts. I removed it from the new Org, should it also get removed in the package?
I wonder if it should. Looking at this doc, we likely can't package. Might be worth a HUB post to confirm. Do you know @mkolodner
Way beyond my expertise, honestly. But I would expect it's not packageable.