2022 March Working Meeting

Agenda

GRMS Package

• Beta Package Testing Results - check here for links
  • Heroku app needs updating to query the picklist rather than search for the contact record type
  • To Do: Make a recording of the install w/Heroku & update the instructions for this piece
  • To Do: Bring back the Heroku Update button - https://github.com/SFDO-Community-Sprints/GrassrootsMobileSurveyApp/wiki/Heroku-Initial-Setup
• User Client Relations Object Configuration Ideas
  • Jung will write up the test scenarios she talked about
  • We all need to test the original setup on this as it’s nowhere in the documentation so we didn’t test it.
• Survey package
  • Ready to sign off on this for a supplemental package after testing with new beta?
    • Will review the field names for the next version of this package.
• Review & Finalize field names - has been lingering without an owner for a while - #62
  • 1. Discussed and it seems like John & Trish will pick this up

Documentation Needing Updates

• Base Package Documentation - Changes for new version w/out record types - #73
• Reconcile/Update documentation for User and Client Relationships Object - #69
• Older documentation tasks - board review, confirm or shift assignments
• Update Heroku how to steps
• Gap - What do folks do once they have this all set up? No documentation for this

Next Steps

• Get new package posted & to Cori for scan.
  • Is this our final for submission?
• Next Meeting - Same time slot for April?
• What’s next/roadmap
  • MVP Needs
    • Fix the record types to contact picklist issue w/Heroku
    • Get the client download list working
      • Any app changes
      • Automations that help with this
    • Get documentation for:
      • Using the User-Client relationship object
      • What do you do once you have everything loaded and logins for your field workers - how do you USE this app.