Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Design an automation solution for Membership naming along the lines of NPSP Opportunity naming #15

Open
davidmreed opened this issue Sep 23, 2020 · 3 comments
Labels
enhancement New feature or request

Comments

@davidmreed
Copy link
Contributor

davidmreed commented Sep 23, 2020

ACs:

  • Ability to specify any field from the Membership object, or any static value, or combination thereof to specify a Name field.
  • Use merge syntax that is as close to NPSP's Opportunity naming syntax as possible.
  • Build parsing and merging code (possibly copied from NPSP) to support this functionality in an Apex trigger.
@DebbieN-SF
Copy link
Contributor

Current version appears to use Lastname and Type of Individual even when a different type is selected (e.g. Household).

@tobiasaw34002
Copy link
Contributor

Merge with #58

@waidner
Copy link
Contributor

waidner commented Apr 7, 2023

Had a brainstorming during March '23 sprint about this (see https://salesforce-external.slack.com/archives/C03E9GU0F43/p1680199911862449).

I think we should go within the MVP with a naming, which we define depending on the type used. Later we can make it more flexible. Proposal from my site that the name is created in the following way Contact.LastName & Membership__c.Type__c

If we implement this, we have to remove the logic in the quick action Contact.New_Membership.quickAction-meta.xml
Here we have created a predefined name field with the formula Contact.LastName & "- Individual Membership" => remove this predefinition.

By automating this we can close story #64

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
enhancement New feature or request
Projects
None yet
Development

No branches or pull requests

5 participants