Add page layouts to package and Membership App

[D-McGovern]

• 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]

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]

@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]

@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]

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]

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