Flow Package for Main Package

[mjh-jhm]

Independent from the Sample Survey - create a separate pckg

• Case Load Migration - exists in DemoOrg2
• Create Relationship from List View/Assign to Field Worker - exists in DemoOrg2
• One Contact List View button called, "Assign_to_Field_Worker " which is dependent on "Create Relationship from List View/Assign to Field Worker"
• Check for Existing Contact & Create Needed Records - exists in DemoOrg1

[mjh-jhm]

@eehjunggnujhee @kdveverka

Removing from the flow package that is independent from Sample Survey
Check for Existing Contact & Create Needed Records - exists in DemoOrg1 (Match or Create Contact from Survey: Dependent on Sample Survey)

[mjh-jhm]

Potential missing functionality with Case Load Migration flow:
The Flow only migrates the Field Workers and Client Relationship data. Identifying which Survey records to migrate together or Clone together with the relationship changes would be difficult to define..

Add explanation to the guide

Minor consideration with Create Relationships from List View flow:
The flow reference the GRMS__Type__c which would contain no values from base package alone. Instruct users to add values that would match the Survey types on the guide.

[kdveverka]

@eehjunggnujhee - That is the intention of that flow. It is reassigning them for the mobile app, which is changing that Field Worker field on the Field Worker & Client Relationship object.

[mjh-jhm]

updated the Issue comment @kdveverka! Documenting the findings and verifying the solution!

[mjh-jhm]

Documentation Assets:

[kdveverka]

@eehjunggnujhee - Are we waiting on SFDO for this or do we need to do more on it?

[mjh-jhm]

Hi @kdveverkaWe are still waiting on SFDc engineering team to package it up for next releaseOn Nov 7, 2023, at 6:06 PM, kdveverka ***@***.***> wrote: @eehjunggnujhee - Are we waiting on SFDO for this or do we need to do more on it? —Reply to this email directly, view it on GitHub, or unsubscribe.You are receiving this because you were mentioned.Message ID: ***@***.***>

[kdveverka]

@davidmreed - Can you oblige?

[davidmreed]

I don't understand the ask here, can you give me some more guidance?

[kdveverka]

@davidmreed - Apologies - I should have linked the issue when I pinged you. It's farther up in this thread but not obvoius. We need a code review over on the package repository- Issue #28

[davidmreed]

Approved. Y'all may wish to add UI text to your optional steps; let me know if you need guidance.

[kdveverka]

@davidmreed - we do! and yes, please.