From 051eb0cbf61eb9c25da5161ee082bd8c78332586 Mon Sep 17 00:00:00 2001 From: selfuntitled Date: Thu, 30 Mar 2023 16:20:53 -0400 Subject: [PATCH 1/4] page layout and product fields updates --- .../applications/Membership.app-meta.xml | 5 + .../flexipages/Memberships.flexipage-meta.xml | 20 ++ ...unt Layout for Memberships.layout-meta.xml | 278 +++++++++++++++++ ...act Layout for Memberships.layout-meta.xml | 293 ++++++++++++++++++ ...rship__c-Membership Layout.layout-meta.xml | 4 + .../listViews/All.listView-meta.xml | 6 + .../fields/Active_Contacts__c.field-meta.xml | 17 + .../All_Active_Price_Books.listView-meta.xml | 15 + .../objects/Product2/Product2.object-meta.xml | 150 +++++++++ .../fields/Description.field-meta.xml | 5 + .../Product2/fields/DisplayUrl.field-meta.xml | 5 + .../fields/Downgrade_Path__c.field-meta.xml | 13 + .../ExternalDataSourceId.field-meta.xml | 6 + .../Product2/fields/ExternalId.field-meta.xml | 5 + .../Product2/fields/Family.field-meta.xml | 6 + .../fields/Grace_Period__c.field-meta.xml | 13 + .../Product2/fields/IsActive.field-meta.xml | 5 + .../fields/IsSerialized.field-meta.xml | 5 + .../Product2/fields/Name.field-meta.xml | 5 + .../fields/ProductCode.field-meta.xml | 5 + .../QuantityUnitOfMeasure.field-meta.xml | 6 + .../fields/Renewal_Option__c.field-meta.xml | 35 +++ .../Product2/fields/SellerId.field-meta.xml | 6 + .../fields/SourceProductId.field-meta.xml | 6 + .../fields/StockKeepingUnit.field-meta.xml | 5 + .../fields/Term_Unit__c.field-meta.xml | 35 +++ .../Product2/fields/Term__c.field-meta.xml | 12 + .../fields/TransferRecordMode.field-meta.xml | 5 + .../fields/Upgrade_Path__c.field-meta.xml | 13 + ...ontact.New_Membership.quickAction-meta.xml | 13 +- .../Membership_Contact_Role__c.tab-meta.xml | 6 + 31 files changed, 1002 insertions(+), 1 deletion(-) create mode 100644 force-app/main/default/flexipages/Memberships.flexipage-meta.xml create mode 100644 force-app/main/default/layouts/Account-Account Layout for Memberships.layout-meta.xml create mode 100644 force-app/main/default/layouts/Contact-Contact Layout for Memberships.layout-meta.xml create mode 100644 force-app/main/default/objects/Membership_Contact_Role__c/listViews/All.listView-meta.xml create mode 100644 force-app/main/default/objects/Membership__c/fields/Active_Contacts__c.field-meta.xml create mode 100644 force-app/main/default/objects/Pricebook2/listViews/All_Active_Price_Books.listView-meta.xml create mode 100644 force-app/main/default/objects/Product2/Product2.object-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/Description.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/DisplayUrl.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/Downgrade_Path__c.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/ExternalDataSourceId.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/ExternalId.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/Family.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/Grace_Period__c.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/IsActive.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/IsSerialized.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/Name.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/ProductCode.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/QuantityUnitOfMeasure.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/Renewal_Option__c.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/SellerId.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/SourceProductId.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/StockKeepingUnit.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/Term_Unit__c.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/Term__c.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/TransferRecordMode.field-meta.xml create mode 100644 force-app/main/default/objects/Product2/fields/Upgrade_Path__c.field-meta.xml create mode 100644 force-app/main/default/tabs/Membership_Contact_Role__c.tab-meta.xml diff --git a/force-app/main/default/applications/Membership.app-meta.xml b/force-app/main/default/applications/Membership.app-meta.xml index dd08eac0..8b54dfc0 100644 --- a/force-app/main/default/applications/Membership.app-meta.xml +++ b/force-app/main/default/applications/Membership.app-meta.xml @@ -13,9 +13,14 @@ standard-home standard-Account standard-Contact + standard-Opportunity Membership__c + Membership_Contact_Role__c + standard-Product2 + standard-Pricebook2 standard-report standard-Dashboard + standard-Feed Lightning Membership_UtilityBar diff --git a/force-app/main/default/flexipages/Memberships.flexipage-meta.xml b/force-app/main/default/flexipages/Memberships.flexipage-meta.xml new file mode 100644 index 00000000..219482f2 --- /dev/null +++ b/force-app/main/default/flexipages/Memberships.flexipage-meta.xml @@ -0,0 +1,20 @@ + + + + region1 + Region + + + region2 + Region + + + region3 + Region + + Memberships + + AppPage + diff --git a/force-app/main/default/layouts/Account-Account Layout for Memberships.layout-meta.xml b/force-app/main/default/layouts/Account-Account Layout for Memberships.layout-meta.xml new file mode 100644 index 00000000..b245cef4 --- /dev/null +++ b/force-app/main/default/layouts/Account-Account Layout for Memberships.layout-meta.xml @@ -0,0 +1,278 @@ + + + Submit + + false + false + true + + + + Edit + OwnerId + + + Required + Name + + + Edit + ParentId + + + Edit + AccountNumber + + + Edit + Site + + + + + Edit + Rating + + + Edit + Phone + + + Edit + Fax + + + Edit + Website + + + Edit + TickerSymbol + + + + + + false + false + true + + + + Edit + BillingAddress + + + + + Edit + ShippingAddress + + + + + + false + false + true + + + + Edit + Industry + + + Edit + AnnualRevenue + + + Edit + Ownership + + + + + Edit + Type + + + Edit + Sic + + + Edit + NumberOfEmployees + + + + + + false + false + true + + + + Readonly + CreatedById + + + + + Readonly + LastModifiedById + + + + + + false + false + true + + + + Edit + Description + + + + + + true + false + false + + + + + + + + + FeedItem.TextPost + + + FeedItem.ContentPost + + + NewTask + + + NewContact + + + NewCase + + + LogACall + + + NewNote + + + NewOpportunity + + + NewEvent + + + FeedItem.RypplePost + + + FeedItem.LinkPost + + + FeedItem.PollPost + + + FeedItem.QuestionPost + + + SendEmail + + + + + + runtime_sales_social:socialPanel + + + + + MassChangeOwner + NAME + Start_Date__c + End_Date__c + Status__c + Product__c + Type__c + Membership__c.Account__c + + + FULL_NAME + CONTACT.TITLE + CONTACT.EMAIL + CONTACT.PHONE1 + RelatedContactList + + + TASK.SUBJECT + TASK.WHO_NAME + TASK.WHAT_NAME + ACTIVITY.TASK + TASK.DUE_DATE + TASK.STATUS + TASK.PRIORITY + CORE.USERS.FULL_NAME + RelatedActivityList + + + TASK.SUBJECT + TASK.WHO_NAME + TASK.WHAT_NAME + ACTIVITY.TASK + TASK.DUE_DATE + CORE.USERS.FULL_NAME + TASK.LAST_UPDATE + RelatedHistoryList + + + OPPORTUNITY.NAME + OPPORTUNITY.STAGE_NAME + OPPORTUNITY.AMOUNT + OPPORTUNITY.CLOSE_DATE + RelatedOpportunityList + + + CASES.CASE_NUMBER + NAME + CASES.SUBJECT + CASES.PRIORITY + CASES.CREATED_DATE_DATE_ONLY + CASES.STATUS + OWNER_NAME + RelatedCaseList + + + RelatedNoteList + + + ACCOUNT.NAME + OPPORTUNITY.NAME + PARTNER.ROLE + RelatedPartnerList + + ParentId + false + false + false + false + false + + 00hDC000000SIXf + 4 + 0 + Default + + diff --git a/force-app/main/default/layouts/Contact-Contact Layout for Memberships.layout-meta.xml b/force-app/main/default/layouts/Contact-Contact Layout for Memberships.layout-meta.xml new file mode 100644 index 00000000..9a46d902 --- /dev/null +++ b/force-app/main/default/layouts/Contact-Contact Layout for Memberships.layout-meta.xml @@ -0,0 +1,293 @@ + + + Submit + + false + false + true + + + + Edit + OwnerId + + + Required + Name + + + Edit + AccountId + + + Edit + Title + + + Edit + Department + + + Edit + Birthdate + + + Edit + ReportsToId + + + Edit + LeadSource + + + + + Edit + Phone + + + Edit + HomePhone + + + Edit + MobilePhone + + + Edit + OtherPhone + + + Edit + Fax + + + Edit + Email + + + Edit + AssistantName + + + Edit + AssistantPhone + + + + + + false + false + true + + + + Edit + MailingAddress + + + + + Edit + OtherAddress + + + + + + false + false + true + + + + + + + false + false + true + + + + Readonly + CreatedById + + + + + Readonly + LastModifiedById + + + + + + false + false + true + + + + Edit + Description + + + + + + true + true + false + + + + + + + + Record + + Contact.New_Membership + QuickAction + 0 + + + Edit + StandardButton + 1 + + + Delete + StandardButton + 2 + + + + + FeedItem.TextPost + + + FeedItem.ContentPost + + + NewTask + + + LogACall + + + NewCase + + + NewNote + + + NewEvent + + + FeedItem.RypplePost + + + FeedItem.LinkPost + + + FeedItem.PollPost + + + FeedItem.QuestionPost + + + SendEmail + + + + + + Readonly + AccountId + + + + + runtime_sales_social:socialPanel + + + + + MassChangeOwner + NAME + Role__c + Start_Date__c + End_Date__c + Membership_Contact_Role__c.Contact__c + + + OPPORTUNITY.NAME + OPPORTUNITY.STAGE_NAME + OPPORTUNITY.AMOUNT + OPPORTUNITY.CLOSE_DATE + RelatedOpportunityList + + + CASES.CASE_NUMBER + CASES.SUBJECT + CASES.PRIORITY + CASES.CREATED_DATE + CASES.STATUS + OWNER_NAME + RelatedCaseList + + + TASK.SUBJECT + TASK.WHAT_NAME + ACTIVITY.TASK + TASK.DUE_DATE + TASK.STATUS + TASK.PRIORITY + CORE.USERS.FULL_NAME + RelatedActivityList + + + TASK.SUBJECT + TASK.WHAT_NAME + ACTIVITY.TASK + TASK.DUE_DATE + CORE.USERS.FULL_NAME + TASK.LAST_UPDATE + RelatedHistoryList + + + CAMPAIGN.NAME + CAMPAIGN.START_DATE + CAMPAIGN.CAMPAIGN_TYPE + CM.STATUS + CM.RESPONDED + CM.LAST_UPDATE + RelatedCampaignList + + + RelatedNoteList + + + ACTIVITY.SUBJECT + EMAIL_STATUS.CREATED_DATE + EMAIL_STATUS.FIRST_OPEN_DATE + EMAIL_STATUS.TIMES_OPENED + EMAIL_STATUS.LAST_OPEN_DATE + RelatedEmailStatusList + + AccountId + false + false + false + false + false + + 00hDC000000SHju + 4 + 0 + Default + + diff --git a/force-app/main/default/layouts/Membership__c-Membership Layout.layout-meta.xml b/force-app/main/default/layouts/Membership__c-Membership Layout.layout-meta.xml index c81c0fe3..8efdbc73 100644 --- a/force-app/main/default/layouts/Membership__c-Membership Layout.layout-meta.xml +++ b/force-app/main/default/layouts/Membership__c-Membership Layout.layout-meta.xml @@ -30,6 +30,10 @@ Edit Status__c + + Readonly + Active_Contacts__c + diff --git a/force-app/main/default/objects/Membership_Contact_Role__c/listViews/All.listView-meta.xml b/force-app/main/default/objects/Membership_Contact_Role__c/listViews/All.listView-meta.xml new file mode 100644 index 00000000..d5058512 --- /dev/null +++ b/force-app/main/default/objects/Membership_Contact_Role__c/listViews/All.listView-meta.xml @@ -0,0 +1,6 @@ + + + All + Everything + + diff --git a/force-app/main/default/objects/Membership__c/fields/Active_Contacts__c.field-meta.xml b/force-app/main/default/objects/Membership__c/fields/Active_Contacts__c.field-meta.xml new file mode 100644 index 00000000..7f1a6e43 --- /dev/null +++ b/force-app/main/default/objects/Membership__c/fields/Active_Contacts__c.field-meta.xml @@ -0,0 +1,17 @@ + + + Active_Contacts__c + GitHub #27 + false + + + Membership_Contact_Role__c.Status__c + equals + Renewal, Current + + Membership_Contact_Role__c.Membership__c + count + false + false + Summary + diff --git a/force-app/main/default/objects/Pricebook2/listViews/All_Active_Price_Books.listView-meta.xml b/force-app/main/default/objects/Pricebook2/listViews/All_Active_Price_Books.listView-meta.xml new file mode 100644 index 00000000..2378c4a4 --- /dev/null +++ b/force-app/main/default/objects/Pricebook2/listViews/All_Active_Price_Books.listView-meta.xml @@ -0,0 +1,15 @@ + + + All_Active_Price_Books + PRICEBOOK2.NAME + PRICEBOOK2.IS_ACTIVE + PRICEBOOK2.DESCRIPTION + PRICEBOOK2.LAST_UPDATE + Everything + + PRICEBOOK2.IS_ACTIVE + equals + 1 + + + diff --git a/force-app/main/default/objects/Product2/Product2.object-meta.xml b/force-app/main/default/objects/Product2/Product2.object-meta.xml new file mode 100644 index 00000000..6e52afd9 --- /dev/null +++ b/force-app/main/default/objects/Product2/Product2.object-meta.xml @@ -0,0 +1,150 @@ + + + + Add + Default + + + Add + Large + Default + + + Add + Small + Default + + + CancelEdit + Default + + + CancelEdit + Large + Default + + + CancelEdit + Small + Default + + + Clone + Default + + + Clone + Large + Default + + + Clone + Small + Default + + + Delete + Default + + + Delete + Large + Default + + + Delete + Small + Default + + + Edit + Default + + + Edit + Large + Default + + + Edit + Small + Default + + + List + Default + + + List + Large + Default + + + List + Small + Default + + + SaveEdit + Default + + + SaveEdit + Large + Default + + + SaveEdit + Small + Default + + + Tab + Default + + + Tab + Large + Default + + + Tab + Small + Default + + + View + Default + + + View + Large + Default + + + View + Small + Default + + SYSTEM + false + ReadWrite + + PRODUCT2.NAME + PRODUCT2.CUSTOMER_PRODUCT_ID + PRODUCT2.DESCRIPTION + PRODUCT2.NAME + PRODUCT2.CUSTOMER_PRODUCT_ID + PRODUCT2.DESCRIPTION + PRODUCT2.FAMILY + PRODUCT2.NAME + PRODUCT2.CUSTOMER_PRODUCT_ID + PRODUCT2.DESCRIPTION + PRODUCT2.FAMILY + PRODUCT2.NAME + PRODUCT2.CUSTOMER_PRODUCT_ID + PRODUCT2.DESCRIPTION + PRODUCT2.FAMILY + + ReadWrite + diff --git a/force-app/main/default/objects/Product2/fields/Description.field-meta.xml b/force-app/main/default/objects/Product2/fields/Description.field-meta.xml new file mode 100644 index 00000000..253d5393 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/Description.field-meta.xml @@ -0,0 +1,5 @@ + + + Description + false + diff --git a/force-app/main/default/objects/Product2/fields/DisplayUrl.field-meta.xml b/force-app/main/default/objects/Product2/fields/DisplayUrl.field-meta.xml new file mode 100644 index 00000000..c4ed9c08 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/DisplayUrl.field-meta.xml @@ -0,0 +1,5 @@ + + + DisplayUrl + false + diff --git a/force-app/main/default/objects/Product2/fields/Downgrade_Path__c.field-meta.xml b/force-app/main/default/objects/Product2/fields/Downgrade_Path__c.field-meta.xml new file mode 100644 index 00000000..82d38b6f --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/Downgrade_Path__c.field-meta.xml @@ -0,0 +1,13 @@ + + + Downgrade_Path__c + SetNull + false + + Product2 + Products (Downgrade Path) + Downgrades + false + false + Lookup + diff --git a/force-app/main/default/objects/Product2/fields/ExternalDataSourceId.field-meta.xml b/force-app/main/default/objects/Product2/fields/ExternalDataSourceId.field-meta.xml new file mode 100644 index 00000000..bc0b138f --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/ExternalDataSourceId.field-meta.xml @@ -0,0 +1,6 @@ + + + ExternalDataSourceId + false + Lookup + diff --git a/force-app/main/default/objects/Product2/fields/ExternalId.field-meta.xml b/force-app/main/default/objects/Product2/fields/ExternalId.field-meta.xml new file mode 100644 index 00000000..1500e175 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/ExternalId.field-meta.xml @@ -0,0 +1,5 @@ + + + ExternalId + false + diff --git a/force-app/main/default/objects/Product2/fields/Family.field-meta.xml b/force-app/main/default/objects/Product2/fields/Family.field-meta.xml new file mode 100644 index 00000000..7363b1a1 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/Family.field-meta.xml @@ -0,0 +1,6 @@ + + + Family + false + Picklist + diff --git a/force-app/main/default/objects/Product2/fields/Grace_Period__c.field-meta.xml b/force-app/main/default/objects/Product2/fields/Grace_Period__c.field-meta.xml new file mode 100644 index 00000000..5c7fb5c3 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/Grace_Period__c.field-meta.xml @@ -0,0 +1,13 @@ + + + Grace_Period__c + The number of days after an expiration that a membership status will be updated to "Lapsed" before changing to "Expired". + false + + 18 + false + 0 + false + Number + false + diff --git a/force-app/main/default/objects/Product2/fields/IsActive.field-meta.xml b/force-app/main/default/objects/Product2/fields/IsActive.field-meta.xml new file mode 100644 index 00000000..a2dd597b --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/IsActive.field-meta.xml @@ -0,0 +1,5 @@ + + + IsActive + false + diff --git a/force-app/main/default/objects/Product2/fields/IsSerialized.field-meta.xml b/force-app/main/default/objects/Product2/fields/IsSerialized.field-meta.xml new file mode 100644 index 00000000..4fe6f4c5 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/IsSerialized.field-meta.xml @@ -0,0 +1,5 @@ + + + IsSerialized + false + diff --git a/force-app/main/default/objects/Product2/fields/Name.field-meta.xml b/force-app/main/default/objects/Product2/fields/Name.field-meta.xml new file mode 100644 index 00000000..794a78c6 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/Name.field-meta.xml @@ -0,0 +1,5 @@ + + + Name + false + diff --git a/force-app/main/default/objects/Product2/fields/ProductCode.field-meta.xml b/force-app/main/default/objects/Product2/fields/ProductCode.field-meta.xml new file mode 100644 index 00000000..26450c6a --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/ProductCode.field-meta.xml @@ -0,0 +1,5 @@ + + + ProductCode + false + diff --git a/force-app/main/default/objects/Product2/fields/QuantityUnitOfMeasure.field-meta.xml b/force-app/main/default/objects/Product2/fields/QuantityUnitOfMeasure.field-meta.xml new file mode 100644 index 00000000..9d092875 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/QuantityUnitOfMeasure.field-meta.xml @@ -0,0 +1,6 @@ + + + QuantityUnitOfMeasure + false + Picklist + diff --git a/force-app/main/default/objects/Product2/fields/Renewal_Option__c.field-meta.xml b/force-app/main/default/objects/Product2/fields/Renewal_Option__c.field-meta.xml new file mode 100644 index 00000000..b0ce24d8 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/Renewal_Option__c.field-meta.xml @@ -0,0 +1,35 @@ + + + Renewal_Option__c + false + + false + false + Picklist + + true + + false + + One-Time + true + + + + Fixed-Term + false + + + + Renewable + false + + + + Lifetime + false + + + + + diff --git a/force-app/main/default/objects/Product2/fields/SellerId.field-meta.xml b/force-app/main/default/objects/Product2/fields/SellerId.field-meta.xml new file mode 100644 index 00000000..7cf0867a --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/SellerId.field-meta.xml @@ -0,0 +1,6 @@ + + + SellerId + false + Lookup + diff --git a/force-app/main/default/objects/Product2/fields/SourceProductId.field-meta.xml b/force-app/main/default/objects/Product2/fields/SourceProductId.field-meta.xml new file mode 100644 index 00000000..8d58314d --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/SourceProductId.field-meta.xml @@ -0,0 +1,6 @@ + + + SourceProductId + false + Lookup + diff --git a/force-app/main/default/objects/Product2/fields/StockKeepingUnit.field-meta.xml b/force-app/main/default/objects/Product2/fields/StockKeepingUnit.field-meta.xml new file mode 100644 index 00000000..64f55020 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/StockKeepingUnit.field-meta.xml @@ -0,0 +1,5 @@ + + + StockKeepingUnit + false + diff --git a/force-app/main/default/objects/Product2/fields/Term_Unit__c.field-meta.xml b/force-app/main/default/objects/Product2/fields/Term_Unit__c.field-meta.xml new file mode 100644 index 00000000..e062c3e5 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/Term_Unit__c.field-meta.xml @@ -0,0 +1,35 @@ + + + Term_Unit__c + false + + false + false + Picklist + + true + + false + + Day + false + + + + Week + false + + + + Month + false + + + + Year + false + + + + + diff --git a/force-app/main/default/objects/Product2/fields/Term__c.field-meta.xml b/force-app/main/default/objects/Product2/fields/Term__c.field-meta.xml new file mode 100644 index 00000000..cbacc6aa --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/Term__c.field-meta.xml @@ -0,0 +1,12 @@ + + + Term__c + false + + 18 + false + 0 + false + Number + false + diff --git a/force-app/main/default/objects/Product2/fields/TransferRecordMode.field-meta.xml b/force-app/main/default/objects/Product2/fields/TransferRecordMode.field-meta.xml new file mode 100644 index 00000000..71ec270f --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/TransferRecordMode.field-meta.xml @@ -0,0 +1,5 @@ + + + TransferRecordMode + false + diff --git a/force-app/main/default/objects/Product2/fields/Upgrade_Path__c.field-meta.xml b/force-app/main/default/objects/Product2/fields/Upgrade_Path__c.field-meta.xml new file mode 100644 index 00000000..a0c77862 --- /dev/null +++ b/force-app/main/default/objects/Product2/fields/Upgrade_Path__c.field-meta.xml @@ -0,0 +1,13 @@ + + + Upgrade_Path__c + SetNull + false + + Product2 + Upgrade_from + Upgrades_to + false + false + Lookup + diff --git a/force-app/main/default/quickActions/Contact.New_Membership.quickAction-meta.xml b/force-app/main/default/quickActions/Contact.New_Membership.quickAction-meta.xml index d7b665be..2e6b92fa 100644 --- a/force-app/main/default/quickActions/Contact.New_Membership.quickAction-meta.xml +++ b/force-app/main/default/quickActions/Contact.New_Membership.quickAction-meta.xml @@ -16,6 +16,18 @@ true TwoColumnsLeftToRight + + + false + Account__c + Edit + + + false + Type__c + Edit + + false @@ -33,7 +45,6 @@ Edit - Membership__c Primary_Contact__c diff --git a/force-app/main/default/tabs/Membership_Contact_Role__c.tab-meta.xml b/force-app/main/default/tabs/Membership_Contact_Role__c.tab-meta.xml new file mode 100644 index 00000000..be153d2c --- /dev/null +++ b/force-app/main/default/tabs/Membership_Contact_Role__c.tab-meta.xml @@ -0,0 +1,6 @@ + + + true + Tab for managing Membership Contact Roles + Custom1: Heart + From d58270605b98a27933ad4402394969bbd15af849 Mon Sep 17 00:00:00 2001 From: JLrlCap Date: Tue, 5 Sep 2023 10:00:19 -0600 Subject: [PATCH 2/4] Adding product page layout --- ...uct Layout for Memberships.layout-meta.xml | 110 ++++++++++++++++++ 1 file changed, 110 insertions(+) create mode 100644 force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml diff --git a/force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml b/force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml new file mode 100644 index 00000000..9138c754 --- /dev/null +++ b/force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml @@ -0,0 +1,110 @@ + + + Submit + + false + false + true + + + + Required + Name + + + Edit + Family + + + Edit + ProductCode + + + Edit + Upgrade_Path__c + + + Edit + Downgrade_Path__c + + + + + Edit + IsActive + + + Edit + Term__c + + + Edit + Term_Unit__c + + + Edit + Grace_Period__c + + + + + + true + false + false + + + + Readonly + CreatedById + + + + + Readonly + LastModifiedById + + + + + + false + false + false + + + + Edit + Description + + + + + + true + false + false + + + + + + + + RelatedStandardPriceList + + + RelatedPricebookEntryList + + false + false + false + false + false + + 00h8G000003o4Au + 4 + 0 + Default + + From 3b57f224d53149c73e59ab5b1646c67c3efb1429 Mon Sep 17 00:00:00 2001 From: JLrlCap Date: Sat, 16 Sep 2023 17:12:39 -0600 Subject: [PATCH 3/4] - Added Permission Set View Memberships - Created Lightning Record Page to create two column page layout with Price Books related list in right column instead of as a tab - Edited page layout: number of buttons displayed and which buttons displayed - Created Compact Layout to add fields to Highlights Panel --- .../Product_Record_Page.flexipage-meta.xml | 92 ++++++ ...uct Layout for Memberships.layout-meta.xml | 104 +++++- .../objects/Product2/Product2.object-meta.xml | 16 +- ...out_for_Memberships.compactLayout-meta.xml | 10 + .../View_Memberships.permissionset-meta.xml | 308 ++++++++++++++++++ 5 files changed, 524 insertions(+), 6 deletions(-) create mode 100644 force-app/main/default/flexipages/Product_Record_Page.flexipage-meta.xml create mode 100644 force-app/main/default/objects/Product2/compactLayouts/Compact_Product_Layout_for_Memberships.compactLayout-meta.xml create mode 100644 force-app/main/default/permissionsets/View_Memberships.permissionset-meta.xml diff --git a/force-app/main/default/flexipages/Product_Record_Page.flexipage-meta.xml b/force-app/main/default/flexipages/Product_Record_Page.flexipage-meta.xml new file mode 100644 index 00000000..40382b8c --- /dev/null +++ b/force-app/main/default/flexipages/Product_Record_Page.flexipage-meta.xml @@ -0,0 +1,92 @@ + + + + + + collapsed + false + + + enableActionsConfiguration + false + + + enableActionsInNative + false + + + hideChatterActions + false + + + numVisibleActions + 4 + + force:highlightsPanel + + header + Region + + + + force:detailPanel + + detailTabContent + Facet + + + + + active + true + + + body + detailTabContent + + + title + Standard.Tab.detail + + flexipage:tab + + tabs + Facet + + + + + tabs + tabs + + flexipage:tabset + + main + Region + + + + + relatedListComponentOverride + NONE + + + rowsToDisplay + 10 + + + showActionBar + true + + force:relatedListContainer + + sidebar + Region + + Product Record Page + Product2 + + RecordPage + diff --git a/force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml b/force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml index 9138c754..84c3caf4 100644 --- a/force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml +++ b/force-app/main/default/layouts/Product2-Product Layout for Memberships.layout-meta.xml @@ -41,6 +41,10 @@ Edit Term_Unit__c + + Edit + Renewal_Option__c + Edit Grace_Period__c @@ -90,6 +94,104 @@ + + Record + + NewOpportunity + QuickAction + 0 + + + Edit + StandardButton + 1 + + + Delete + StandardButton + 2 + + + Clone + StandardButton + 3 + + + FeedItem.TextPost + QuickAction + 4 + + + FeedItem.ContentPost + QuickAction + 5 + + + NewEvent + QuickAction + 6 + + + NewTask + QuickAction + 7 + + + LogACall + QuickAction + 8 + + + FeedItem.RypplePost + QuickAction + 9 + + + FeedItem.LinkPost + QuickAction + 10 + + + FeedItem.PollPost + QuickAction + 11 + + + FeedItem.QuestionPost + QuickAction + 12 + + + Share + StandardButton + 13 + + + SendSurveyInvitation + StandardButton + 14 + + + ChangeRecordType + StandardButton + 15 + + + PreviewProductAction + StandardButton + 16 + + + PrintableView + StandardButton + 17 + + + ProductDeepClone + StandardButton + 18 + + RelatedStandardPriceList @@ -104,7 +206,7 @@ 00h8G000003o4Au 4 - 0 + 2 Default diff --git a/force-app/main/default/objects/Product2/Product2.object-meta.xml b/force-app/main/default/objects/Product2/Product2.object-meta.xml index 6e52afd9..067d5508 100644 --- a/force-app/main/default/objects/Product2/Product2.object-meta.xml +++ b/force-app/main/default/objects/Product2/Product2.object-meta.xml @@ -114,19 +114,25 @@ View - Default + Action override created by Lightning App Builder during activation. + Product_Record_Page + Large + false + Flexipage View - Large - Default + Action override created by Lightning App Builder during activation. + Product_Record_Page + Small + false + Flexipage View - Small Default - SYSTEM + Compact_Product_Layout_for_Memberships false ReadWrite diff --git a/force-app/main/default/objects/Product2/compactLayouts/Compact_Product_Layout_for_Memberships.compactLayout-meta.xml b/force-app/main/default/objects/Product2/compactLayouts/Compact_Product_Layout_for_Memberships.compactLayout-meta.xml new file mode 100644 index 00000000..dd9b8ca1 --- /dev/null +++ b/force-app/main/default/objects/Product2/compactLayouts/Compact_Product_Layout_for_Memberships.compactLayout-meta.xml @@ -0,0 +1,10 @@ + + + Compact_Product_Layout_for_Memberships + Name + ProductCode + Family + Term__c + Term_Unit__c + + diff --git a/force-app/main/default/permissionsets/View_Memberships.permissionset-meta.xml b/force-app/main/default/permissionsets/View_Memberships.permissionset-meta.xml new file mode 100644 index 00000000..2021a8df --- /dev/null +++ b/force-app/main/default/permissionsets/View_Memberships.permissionset-meta.xml @@ -0,0 +1,308 @@ + + + + true + Membership_Contact_Role__c.End_Date__c + true + + + true + Membership_Contact_Role__c.Is_Primary__c + true + + + true + Membership_Contact_Role__c.Role__c + true + + + true + Membership_Contact_Role__c.Start_Date__c + true + + + true + Membership__c.Account__c + true + + + true + Membership__c.End_Date__c + true + + + true + Membership__c.Opportunity__c + true + + + true + Membership__c.Origin__c + true + + + true + Membership__c.Primary_Contact__c + true + + + true + Membership__c.Product__c + true + + + true + Membership__c.Start_Date__c + true + + + true + Membership__c.Type__c + true + + + true + Opportunity.AccountId + true + + + true + Opportunity.Amount + true + + + true + Opportunity.CampaignId + true + + + true + Opportunity.ContractId + true + + + true + Opportunity.Description + true + + + false + Opportunity.ExpectedRevenue + true + + + true + Opportunity.IsPrivate + true + + + true + Opportunity.LeadSource + true + + + true + Opportunity.NextStep + true + + + true + Opportunity.Probability + true + + + true + Opportunity.TotalOpportunityQuantity + true + + + true + Opportunity.Type + true + + + true + OpportunityLineItem.Description + true + + + true + OpportunityLineItem.Discount + true + + + false + OpportunityLineItem.ListPrice + true + + + true + OpportunityLineItem.Membership__c + true + + + false + OpportunityLineItem.ProductCode + true + + + true + OpportunityLineItem.ServiceDate + true + + + false + OpportunityLineItem.Subtotal + true + + + false + OpportunityLineItem.TotalPrice + true + + + true + Product2.Description + true + + + true + Product2.DisplayUrl + true + + + false + Product2.Downgrade_Path__c + false + + + true + Product2.ExternalDataSourceId + true + + + true + Product2.ExternalId + true + + + true + Product2.Family + true + + + false + Product2.Grace_Period__c + false + + + true + Product2.ProductCode + true + + + true + Product2.QuantityUnitOfMeasure + true + + + false + Product2.Renewal_Option__c + false + + + false + Product2.SellerId + false + + + false + Product2.SourceProductId + false + + + true + Product2.StockKeepingUnit + true + + + false + Product2.Term_Unit__c + false + + + false + Product2.Term__c + false + + + true + Product2.TransferRecordMode + true + + + false + Product2.Upgrade_Path__c + false + + false + + + false + false + false + true + false + Contact + false + + + true + true + true + true + false + Membership_Contact_Role__c + false + + + true + true + true + true + false + Membership__c + false + + + true + true + true + true + false + Opportunity + false + + + true + true + true + true + false + Pricebook2 + false + + + true + true + true + true + false + Product2 + false + + + Membership__c + Visible + + From f8cb9f4ce6c6272675228445606b45b247d544b7 Mon Sep 17 00:00:00 2001 From: JLrlCap Date: Tue, 3 Oct 2023 19:36:44 -0600 Subject: [PATCH 4/4] - Unassigned Products Record Page as Org Default - Enabled custom field permissions on Products object in Manage Memberships permission set - Changed all app permissions on the View Memberships permission set to read-only - Enabled customer field permissions on Products object in View Memberships permission set --- .../objects/Product2/Product2.object-meta.xml | 14 ++----- .../Manage_Memberships.permissionset-meta.xml | 40 ++++++++++++++++++ .../View_Memberships.permissionset-meta.xml | 42 +++++++++---------- 3 files changed, 65 insertions(+), 31 deletions(-) diff --git a/force-app/main/default/objects/Product2/Product2.object-meta.xml b/force-app/main/default/objects/Product2/Product2.object-meta.xml index 067d5508..ea073ce4 100644 --- a/force-app/main/default/objects/Product2/Product2.object-meta.xml +++ b/force-app/main/default/objects/Product2/Product2.object-meta.xml @@ -114,22 +114,16 @@ View - Action override created by Lightning App Builder during activation. - Product_Record_Page - Large - false - Flexipage + Default View - Action override created by Lightning App Builder during activation. - Product_Record_Page - Small - false - Flexipage + Large + Default View + Small Default Compact_Product_Layout_for_Memberships diff --git a/force-app/main/default/permissionsets/Manage_Memberships.permissionset-meta.xml b/force-app/main/default/permissionsets/Manage_Memberships.permissionset-meta.xml index eefe14db..fa79a83b 100644 --- a/force-app/main/default/permissionsets/Manage_Memberships.permissionset-meta.xml +++ b/force-app/main/default/permissionsets/Manage_Memberships.permissionset-meta.xml @@ -170,6 +170,11 @@ Product2.DisplayUrl true + + true + Product2.Downgrade_Path__c + true + true Product2.ExternalDataSourceId @@ -185,6 +190,11 @@ Product2.Family true + + true + Product2.Grace_Period__c + true + true Product2.ProductCode @@ -195,16 +205,46 @@ Product2.QuantityUnitOfMeasure true + + true + Product2.Renewal_Option__c + true + + + false + Product2.SellerId + false + + + false + Product2.SourceProductId + false + true Product2.StockKeepingUnit true + + true + Product2.Term_Unit__c + true + + + true + Product2.Term__c + true + true Product2.TransferRecordMode true + + true + Product2.Upgrade_Path__c + true + false diff --git a/force-app/main/default/permissionsets/View_Memberships.permissionset-meta.xml b/force-app/main/default/permissionsets/View_Memberships.permissionset-meta.xml index 2021a8df..39596574 100644 --- a/force-app/main/default/permissionsets/View_Memberships.permissionset-meta.xml +++ b/force-app/main/default/permissionsets/View_Memberships.permissionset-meta.xml @@ -173,7 +173,7 @@ false Product2.Downgrade_Path__c - false + true true @@ -193,7 +193,7 @@ false Product2.Grace_Period__c - false + true true @@ -208,7 +208,7 @@ false Product2.Renewal_Option__c - false + true false @@ -228,12 +228,12 @@ false Product2.Term_Unit__c - false + true false Product2.Term__c - false + true true @@ -243,7 +243,7 @@ false Product2.Upgrade_Path__c - false + true false @@ -257,45 +257,45 @@ false - true - true - true + false + false + false true false Membership_Contact_Role__c false - true - true - true + false + false + false true false Membership__c false - true - true - true + false + false + false true false Opportunity false - true - true - true + false + false + false true false Pricebook2 false - true - true - true + false + false + false true false Product2