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Avengers Releases

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Avengers Releases

 

 

Key

Summary

Remarks

Fix versions

WB and HOG Status

Assigned to

Confluence Page Link

SIT: Deployed

SIT: Testing

UAT Testing

Key

Summary

Remarks

Fix versions

WB and HOG Status

Assigned to

Confluence Page Link

SIT: Deployed

SIT: Testing

UAT Testing

AVE-16

TAP-1606

 

Contact Type' Remap

Contact impacted wellbeing will block – needs to be revisited now in a shared environment 

 

AVE R2

May R2 Fortnightly TAP Release

WB approved 

HOG approved  

 

AVE-16 Contact Types

Done

Done

29/5: Ready for UAT

AVE-39

TAP-1610

 

Naming definitions

contact impacted – will need to be revisited in the shared environment to see if it is TAP only plus there is more tickets on naming in PL 

  • We hid a bunch of Account and Contact fields that are not being used by TAP 

  • We added some fields on Contact and Account  code may conflict – more work required Accounts – different page layout not a common layout- Can retain layout profile -  which page layout  Sunil Thumbs- everyone 

  • Contact Lightnivg v4 lay out used by TAP  

 

conflicts in merging the page layout. In UAT as part of validation, we need to make sure all WB fields are in tact. Add in acceptance criteria on which layouts and profile

AVE R2

WB approved 

HOG approved  

 

 

For Deployment to SIT

 

 

AVE-51

TAP-1614

 

Interests object field for storing disinterest

  • Added field called inclination.  

 

AVE R2

May R2 Fortnightly TAP Release

WB approved 

HOG approved  

 

 

Done

Done

29/5: Ready for UAT

AVE-101

TAP-1615

 

Consolidation of Organization and Corporation Record Types on Account

account impacted. Should be fine it is just consolidation of two into on type   

  • Retain Organization Account record type and deactivate Corporation 

Backlog – post release action required  

AVE R2

WB approved 

HOG approved  

 

 

For Deployment to SIT

 

 

AVE-102

TAP-1621

 

Industry Field Standardisation

0n leads employment and account – need to review if any impact  

  • Add new global picklist for industry for Account, Lead, Employment, objects 

AVE R2

 

 

https://sydneyuni.atlassian.net/wiki/spaces/PHOEN/pages/2736128331

For Deployment to SIT

 

 

AVE-107

TAP-1624

 

Accounts and Contacts Addresses Workflows

need optimization

Accounts and Contacts Addresses Workflows – contact/account impacted – fields are force capitalised for AUS post standards to create consistency should all be fine though for wellbeing as its improved data quality. 

  • Make RTS reason mandatory field if address is marked as RTS for Account and made the field dependent field of mailing status (seems to be an issue with account

  • Made suburb, state and country capitalized. 

  • Activate former in picklist of Alternate Channel 

  •  

 

AVE R2

Not Approved

 

AVE-107 Address Management

FOR REVIEW

Optimize the flow (wait for optimization of Contacts flow)

 

 

AVE-139

TAP-1630

 

Remove the Is Active field from the Phone, Email, Internet Address, Social Media record types

alternate channels shouldn’t be an impact 

As of now as part of Avengers they removed from Record Types

  • Not sure why the field is still there though? 

  • we need update the ticket to say that we are hiding the field from the page layouts.

  • let us define the different fields on the alternate channel and understand their uses.

AVE R2

Not Approved

 

 

 

 

 

AVE-147

TAP-1631

 

Ensure Legal Credit Percentage on new Contact

contact - shouldn’t be an impact 

  • When adding contact to a household account, LC and GRC are calculated. This is triggered when Account Contact Relationship is created. 

  • Make LC and GRC on contact not editable 

  • review the flow if we can merge, before moving it to UAT.

 

AVE R2

May R2 Fortnightly TAP Release

WB approved 

HOG approved  

@bob.alicante Are we merging this and not combining with any other flows? If technically no impact it should be okay

 

Done

29/5: Testing in progress, with defects

 

AVE-216

TAP-1633

 

Changing Layout for Contacts to group fields more logically

contact - ASR layout only no impact 

  • Defined new profile for ASE

  • New Contact page layout

  • layout is approved but WB needs to review the new profile.

TAP business users should approve Monica for example

AVE R2

Not Approved

@Sunil (Unlicensed) Review the profile “Usyd ASR User” and confirm.

Note: Avengers sandbox access provided

https://sydneyuni-adv--avengers.sandbox.lightning.force.com/lightning/page/home

AVE-216 ASR Contact Page Layout Redesign

 

 

 

AVE-254

TAP-1634

 

Replicate AQ Address Synching for RTS reason field

contact - but shouldn’t have an impact

  • RTS reason flow back and forth on Account and Contact

  • MS team to review the flow for optimization

Needs to be prioritised and review with @AlainGasquet to be placed in an upcoming sprint release. Estimated for review in June release onwards (4 May 2023 discussed).

AVE R2

Not Approved

 

 

 

 

 

AVE-258

TAP-1635

 

Summary Fields about a Contact's Campaigns engagement

contact -  but shouldn’t have an impact

  • A bunch of summary fields on contact relating to campaign membership status

  • It should be run one time for all existing records.

  • MS team needs to review the flow. we need to decide on the time of schedule. check the performance of the flow.

AVE R2

 

@Yeng Sembrano To review the flow and confirm the schedule time

AVE-84, AVE-458 Contact Page Giving Statistics based on Legal Credits

 

 

 

AVE-284

TAP-1636

 

Change Flows for when a contact is added to Influential Campaign that creates alert on Contact

  • Have an alert on contact when added to “Influential Alumni and Supporters Master List”

  • I think we should consider the root campaign here instead of just parent.

  • flow needs to be reviewed. do we want the alert be removed if the campaign has ended/inactive?

 

AVE R2

Not Approved

@Yeng Sembrano To confirm on the questions in Red

 

FOR REVIEW

 

 

AVE-292

TAP-1639

 

Retire Post-event Evaluation Campaign Record Type 

  • Deactivate Post-event Evaluation Campaign Record type

 

AVE R2

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

 

 

DEPLOYED

11/5: Ready for SIT Testing

 

AVE-322

TAP-1642

 

Theme on ASR campaigns.

  • re-label Solicitation Theme field to Theme on Campaign object and surface the field on the following layouts

    • Event Invitation,

    • Institutional Communication,

    • Survey,

    • form Campaign

AVE R2

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

 

 

DEPLOYED

11/5: Ready for SIT Testing

 

AVE-333

TAP-1643

 

Standardise 'Type' picklist for selected Campaign Record Types

  • Standardise the Type picklist for the following record types: Institutional Communication, Event Invitation, Survey, Form Campaign on campaign object.

  • Investigate why seems like the picklist value are same for the mentioned record types

AVE R2

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

@Swathi Inapakolla To check and confirm

 

DEPLOYED

11/5: Ready for SIT Testing

 

AVE-353

TAP-1644

 

Automatically create a Decease Case when contacts turn 105 

  • Daily job runs to check contacts turning 105 on their birthdays and creating a decease case for the contact and marking the contact DNC

AVE R2

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

 

 

DEPLOYED

11/5: Ready for SIT Testing

 

AVE-458

TAP-1645

 

Testing Only - Contact Level gift statistics based on Legal Credits

Please refer to AVE-84

AVE R2

Not Approved

 

 

 

 

 

AVE-79

TAP-1646

 

Contact pairs

wellbeing blocked previously need to revisit in shared environment to account for their needs??


AVE R3

WB approved 

HOG approved  

@Sunil (Unlicensed) To check and confirm as comment says WB blocked

 

For Deployment to SIT

 

 

AVE-477

TAP-1651

 

Events Page Layout for ASR Users

  • New picklist for Event Mode on Event object (In Person, Online, Hybrid)

  • Fix Typos in Event Type on Institutional Event

  • Change event page layout

  • Side component of event changed

AVE R3

WB approved 

HOG approved  

 

New Events Page Layout for ASR Users

Done

29/5: Ready for SIT testing

 

AVE-486

TAP-1656

 

ASR Permissions to create 'New' USYD Insights from the Contact

  • Make the new button appear on the related list of the page layout

AVE R3

WB approved 

HOG approved  

 

 

For Deployment to SIT

 

 

AVE-487

TAP-1658

 

Review USYD Insights record types and change the column header at the top of the USYD Insights page (Refinement only)

  • Change the related list columns

AVE R3

WB approved 

HOG approved  

 

 

For Deployment to SIT

 

 

AVE-490

TAP-1659

 

Move Campaign History tab up

  • Not sure why I am not seeing this in avengers

  • to be reviewed.

AVE R3

WB approved 

HOG approved  

@Swathi Inapakolla To check and confirm if the code is missing

 

For Deployment to SIT

 

 

AVE-491

TAP-1660

 

Account page layout (Household)

Account - ASR layout only no impact

Adriana will report back to Alain on error deployment

AVE R3

WB approved 

HOG approved  

 

New Account (Household) Page Layout for ASR users

For Deployment to SIT

 

 

AVE-496

TAPSS-1086

 

Account page layout (Organisational)

Account - ASR layout only no impact

AVE R3

May R2 Fortnightly TAP Release

WB approved 

HOG approved  

 

New Account (Organisational) Page Layout

Done

Done

29/5: Ready for UAT

AVE-516

TAP-1663

 

Planned Giving added as picklist option for Teams in all Campaign Record Types

  • Added Planned Giving on Team Picklist on Campaign

AVE R3

WB approved 

HOG approved  

 

 

For Deployment to SIT

 

 

AVE-521

TAP-1664

 

Change header column for Event Attendance and Event Guests from 'Event Start Date' to 'Event Start Date and Time'

  • update of contact page layout

  • AQ LIghtning Contact Layout v4

  • Usyd - ASR Contact Page Layout

  • USYD Hogwarts Contact Layout

  • USYD Lightning Contact Layout v4

AVE R3

June R1 Fortnightly TAP Release

WB approved 

HOG approved  

 

 

DEPLOYED

11/5: Ready for SIT Testing

 

AVE-399

TAP-1665

 

Customisable Campaign Influence (Additional Design & Development ticket)

but don’t release- HOLD FOR ENAGEMENT DATA

AVE R4

 

 

Customisable Campaign Influence

 

 

 

AVE-84

TAP-1666

 

Contact Level gift statistics based on Legal Credits

contact but should have no impact

AVE R5

WB approved 

HOG approved  

 

AVE-84, AVE-458 Contact Page Giving Statistics based on Legal Credits

For Deployment to SIT

 

 

AVE-106

TAP-1676

 

Phone and Email Integrity

– account and contact – need to review impact

  • Activated 7 AQ validation rules that validates the preference and the preferred email/number

  • Need to review the integration.
    Alain’s feedback - this is linked to SITs integration discussion that is currently ongoing with Wellbeing and Platform team.

    Adriana will double check

AVE R5

Not Approved

@Yeng Sembrano Could you please let us know whom to contact to check the impact from integration side

AVE-106 Phone Number and Email integrity

 

 

 

AVE-357

TAP-1680

 

Remove picklist values from the 'Attendance' field in Event Guests object

  • Removed Decline, Do Not Engage, No Response

  • AQB__EventGuest__c

AVE R5

WB approved 

HOG approved  

 

 

For Deployment to SIT

 

 

Walkthrough assessment recording link:

 

Meeting recordings:

TAP and Part 3: Avenger releases

https://uni-sydney.zoom.us/rec/share/ltBA8Qj9NqO3lWJ-mX9ht36tBHUrNxTZM3DpkKDgxU2TExXKmUV1Njl52BZDWN2r.Cde8c9TJo7fptJxc
Passcode: a2@7NWdr

 

TAP & Avengers May R2 Release scope impact review - Part 2

https://uni-sydney.zoom.us/rec/share/eNmIFam2Sl9jDyIiMlRYhqRdW2I79f_txa7wwNsRkQ0g0EURdtlj5zjSsmlyXt1I.ctijzrRqhy8pMC-B
Passcode: XGy2q!AG

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