Road Map
Developments identified below are articulating when development will start with a release of the development in the following Trimester Sprints.
Thank you to the volunteers who contributed and engaged during this sprint!
- Team Leader(s): Ryan Blake
- GitHub Scribe(s): Ryan Blake
- List of all Contributors: Ryan Blake, Mike Walter, Thad Dahlberg, Krishna Y.
- Find and fix the Wiki links that are broken
- Work through the Appointments Object documented issues
- Revisit the paused projects
- Started finding/documenting the broken links
- Welcomed new project members and oriented them to the project
- Reviewed and measured the Appointment Type/Appointment Issues
- Meaningful conversation around some open issues related to future enhancements
- Update the README file to remove the St. Thomas references as well as direct to the appropriate install link
- Create Issues in Github on errors with Appointment Types
- Create pull request for updates from sprint (Help Text, labels and Default Page Layouts)
- Completely update broken links in Wiki
- need-developer
- need-doc-writer
- need-qa-tester
- need-general-volunteers
<----------------------------------------------------Future Sprints----------------------------------------------------->
Wait-list Functionality
- Enable Wait-list from Summit Events
- If Instance reaches capacity, wait-list begins and defaults submitted registration to wait-list status
- Wait-list Order and “Waitlist” Status
- Trigger to Promote from Waitlist to registered if capacity because available.
- If Payment involved, open registration to complete payment process
- Date Stamp and Expiration if payment not received
<----------------------------------------------------Past Sprints----------------------------------------------------->
Thank you to the volunteers who contributed and engaged during this sprint!
- Team Leader(s): Ryan Blake
- GitHub Scribe(s): Ryan Blake
- List of all Contributors: Ryan Blake, Jeff Hilyard, Mike Walter, Donna Whitig, John Bono, Amir Abdelaziz, Sam Drella, Lindsey Griggs, Hart Larew, Brandelle Unkrich
- Build "real" events for sample, demo and testing data
- Work through the Appointments Object and call out potential issues
- Update areas that need help text because it isn't sufficient and/or functionality is unexplained
- Create a widget/LWC for Add to Calendar link on the Confirmation page
- Created some real sample events that we'll pull into a single place for more intentional and time efficient testing
- Got fresh eyes on the project where unexplained functionality was called out, as well as help text updates needed
- Progress towards putting a LWC on a VF Page for the Add to Calendar links
- Walked through Email process for a start to improved documentation on emails
- Called out issues and error with the Appointment Type and expected functionality
- Create a new branch to capture updates from October Sprint
- Complete LWC for the Add to Calendar on the Confirmation Page
- Create Issues in Github on errors with Appointment Types
- Pull data from scratch orgs and configure for sample data
- Create pull request for updates from sprint (Help Text, labels and Default Page Layouts)
- need-developer
- need-doc-writer
- need-qa-tester
- need-general-volunteers
- Passed Security Review
- Install accessible on MetaDeploy
- Lead Creation/Matching added to the package
- Documentation updated
- Roles identified
Help us give you the thanks you deserve and ensure future contributors know who to contact if they have questions! Please ensure that all contributing members of the team are included.
- Team Leader(s): Ryan Blake, Thad Dahlberg, Jim Hubert
- GitHub Scribe(s):
- List of all Contributors:
- Test and validate pending enhancements (Admin Calendar, Layouts and labeling, Appointments)
- Hosted Guest registration & Additional Questions (continued)
- Outline differences between “Appointments” and Additional Questions
- Guided support and training – script writing
- Security Review #2 Submitted
- Testing new features in Metecho
Help us give you the thanks you deserve and ensure future contributors know who to contact if they have questions! Please ensure that all contributing members of the team are included.
- Team Leader(s): Ryan Blake, Thad Dahlberg, Jim Hubert
- GitHub Scribe(s): Ryan Blake
- List of all Contributors: Ryan Blake, Thaddaeus Dahlberg, Jeff Hilyard, Jim Hubert, Mike Walter, Donna Whitig, John Bono, Farrah Friedrich, Jodi Nemser-Abrahams
- Continued Guest Registration Requirement refinement and design development
- Development - Robot Testing Framework
- Additional Questions Object development
- Review and Test pull requests
- Created more directed requirement for the Guest Registration Experience
- Created object and fields for capturing Additional Question & Guest Registration questions
- Started working through the Robot testing framework
- Refined the main repo and package the latest version for security review
- Refined the false positive document for security review
- Initial Robot run on a Robot Test!!!
- Complete Robot Framework for front-end testing
- Review and Test pull requests to add to post security review package
- Complete initial development/iteration of Guest Registration and Additional Question functionality
- need-developer
- need-doc-writer
- need-qa-tester
- need-general-volunteers
- Most development was paused due to security review
- Appointment Itinerary Generation in development
- Admin Calender contributed
- Submitted for security review and updated based on feedback
- cleaned up values and depricated appropraite pages (like school specific templates)
Help us give you the thanks you deserve and ensure future contributors know who to contact if they have questions! Please ensure that all contributing members of the team are included.
- Team Leader(s): Ryan Blake, Thad Dahlberg, Jim Hubert
- GitHub Scribe(s): Ryan Blake, Jim Hubert
- List of all Contributors: Akhilesh Baddigam, Ryan Blake, Rachel Bloom, Jace Bryan, Rex Clark, Thaddaeus Dahlberg, Sam Drella, Katie Gumpertz, Jeff Hilyard, Jim Hubert, Martin Humpolec, Sue Kolles, Elisa Landgraf, Kathleen Lueckeman, John McInnes, Tasha Rucker, Tiago Ruivo, Riley Schill, Brandelle Unkrich, Mike Walter, Donna Whitig, Robert Wynter, Stephanie Zeitz, Grace Kim, Corey Snow
- Task focus! Tackle Issues in the backlog
- Guest Registration design development
- Documentation Cleanup
- Create instructions for developing one's own registration template
- Worked through the Guest Registration Prototype
- Meaningful conversation around Guest Registration, calling for a phased approach
- Highlighted some needs for development as it pertains to the package
- Updated Documentation for install, setup and additional features (Registration Template)
- Completed Issues #272, #254, #255, #204,
- Security Review Update for AppExchange
- Added additional documentation on how to collaborate
- Started POC for "unlimited additional questions"
- Documentation on Contact Matching updates!
- Updated layouts
- Complete the enhanced Email process
- Page Layout Updates (In Progress)
- Update the API Version 51
- Complete the Documentation cleanup
- Campaign Functionality (requirements captured)
- Complete "Phase 1" of Guest Registrant process
- Screen Shots and details to Registration Page templates
- need-developer
- need-doc-writer
- need-qa-tester
- need-general-volunteers
- Solved for Guest User changes with Spring '21 [Done]
- Contact Matching and Contact creation process [Done]
- Standard Reports within Package [Done]
- Guest Registration Prototype [Done]
- Add to Calendar functionality fixed and improved [Done]
- Created Test Classes above 75% [Done]
- Security Review process started: Initial Checkmarx Scan, fixed issues and reran scan [Done]
- False Positive Documentation [In Progress]
Help us give you the thanks you deserve and ensure future contributors know who to contact if they have questions! Please ensure that all contributing members of the team are included.
- Team Leader(s): Ryan Blake, Thad Dahlberg, Jim Hubert, Kathy Lueckeman
- GitHub Scribe(s): Ryan Blake, Jim Hubert
- List of all Contributors: Jim Hubert, Brandelle Unkrich, Mike Walter, Gayle Grant, Ryan Blake, Candice Washington, Bryn Scott, Reed Marquand, Tasha Rucker, Donna Whitig, Heath Parks, Olena Elsea, Kathy Lueckeman, Jace Bryan, Dar Veverka, Thaddaeus Dahlberg, Daniel Fuller, Jeff Hilyard, Farrah Friedrich, TJ Warfield
- Get more familiarity with the tool - Install process to Registration Management
- Build some functional, standard reports
- Enhance the email functionality to leverage native Salesforce templates
- Capture User Stories and Use cases
- Enhance the documentation for Install and Setup
- More users got into the tool with Trailhead and the Beta package
- Highlighted some needs for development as it pertains to the package
- Highlighted the needs for documentation (More images!)
- Improved the documentation for install
- Started Coding the Enhanced Email functionality - Proof of Concepts with LWC and Triggers
- Captured and draft more thorough stories on Use Cases and User Stories
- Email Reminders without Pardot/Marketing Cloud (or other third party applications)
- Built 3 of 16 reports that are common use cases for reporting
- Talk through upcoming Guest User changes
- Talk aabout barriers to use while highlighting various use cases it'll solve for
- Package Upgrade process documentation
- Complete the enhanced Email process
- Enhance the User Stories and Wiki docs
- Build the other 13 reports
- Solve for Guest User changes with Winter '21
- Consideration for Account model differences and Contact Creation
- need-developer
- need-doc-writer
- need-qa-tester
- need-general-volunteers
September 23rd - Thursday, September 24th
Convert legacy documentation into Markdown [Done]
Convert to Lightning Component to run in lightning communities, visualforce pages, and us SLDS. [Done]
EDA Programs link to Events (currently link to ERx Programs, School lookup) [Changed]
Video walk-through of application for documentation purposes (How dose a user use the event application) [Done]
Help us give you the thanks you deserve and ensure future contributors know who to contact if they have questions! Please ensure that all contributing members of the team are included.
- Team Leader(s): Ryan Blake, Thad Dahlberg, Jim Hubert
- GitHub Scribe(s): Ryan Blake
- List of all Contributors: Ryan Blake, Thad Dahlberg, Dean Ernzen, Farrah Friedrich, Justin Gilmore, Jeff Hilyard, Jim Hubert, Kim Katzenmeyer, Debbie Klein, Elisa Landgraf, Kathy Lueckeman, Akash Mishra, Kathryn Powell, Sandhya Rakesh, Caroline Renard, Shayna Stockton, Dar Veverka, TJ Warfield
- Be Package Ready! (or SUPER close to it)! Details of what needs to be done are seen in 1-7.
- Evaluate Global picklist uses
- Enhance Transnational Emails - Document requirements & start development
- Payment discussion - Capture what payment needs are and gateways being utilized.
- Mini-Sprint Project Board
- Guidance on Packaging
- Developed "philosophy" around what code is needed
- "How to" on using Metecho for SEA collaboration
- Admin initial setup documentation
- Permission reviewed
- End User Experience and Updates ** Page Layout Updates ** Field Label and Help Text Updates ** Picklist Updates for inclusivity
- New Field to allow for asking Pronouns
- Setup all collaborators to use Metecho (and most spun up a dev org), allowing everyone to get their hands dirty
- Removed additional St. Thomas elements
- Registrant Experience updates on VF page (Ex: Student to Registrant)
- Great conversation around "What Payments Mean?" for the Open Source Summit Events App
- EDA Dependency removed (pre-sprint)
- Additional Page Layout and User Experience Updates
- Additional Help Text updates so there is clarity on intention of the field
- Contact Creation and Match Logic without TDTM
- Automated Email process (since TDTM triggers were removed)
- Email functionality documentation (Setup and Merge field process)
- need-developer
- need-doc-writer
- need-qa-tester
- need-user-stories
- need-thought-leader
- need-general-volunteers
Hope to see you virtually March 31 - April 1 at the Salesforce.org Open Source Community Sprint - Virtual!
Help us give you the thanks you deserve and ensure future contributors know who to contact if they have questions! Please ensure that all contributing members of the team are included.
- Team Leader(s): Ryan Blake, Thad Dahlberg
- GitHub Scribe(s): Ryan Blake
- List of all Contributors: Esteban Dozsa, Chad Dorshorst, David Reed, Deborah Duran, Jeff Hilyard, Kathy Lueckeman, Kim Katzenmeyer, Sandhya, Jim Hubert, Ryan Blake, Thad Dahlberg
- Insights into the tool in current state to project team
- Summit Events Logo development
- Compassionate Stories for Use Cases for the tool
- ERD for Summit Events, similar to EDA and NPSP
- End User documentation; converting and updating current documentation to be in markdown
- System Admin Permissions and Initial Configurations
- Appointment Group Discussion
- Guest Management Discussion around design
- Video walk-through of application in action as is to promote engagement of partners
- Demo of current state to Sprint Group
- ERD for Summit Events to GitHub
- Summit Events added to Metecho
- Collaboration efforts in development through GitHub
- Started developing a data dictionary
- Talked through best architecture and abstract dependencies for going managed package
- Moved Repo to SFDO
- Video walk-through of application in action as is to promote engagement of partners
- Summit Events Logo development
- Compassionate Stories for Use Cases for the tool
- End User documentation; converting and updating current documentation to be in markdown
- System Admin Permissions and Initial Configurations
- Appointment Group Discussion
- Guest Management Discussion around design
- need-developer
- need-doc-writer
- need-qa-tester
- need-user-stories
- need-thought-leader
- need-general-volunteers
- Setting Up Summit Events After Installing Package
- Steps To Do Before You Start Using Summit Events
- Setup Contact Matching
- Setup Lead Matching
- Create an Event
- Create an Event Instance
- View and Edit Event Registration
- Create Event Appointment Types and Manage Event Appointments
- Create an Event Host
- Create an Event Email