TAPSS-1314 Opportunities - Mandatory Primary Contact

Description

Description

User Story

As a Development Manager/Officer, I need to ensure that the “Decision Maker” of Gifts in will (GIW) opportunities and Gift/pledge, are easily identifiable, throughout its life cycle.

Such that, I am aware at all times, who is driving the Opportunity interest.

 Acceptance Criteria

• Turn off the current automation to add contact roles to Opportunities when a Contact is created/updated/deleted (For all record types)

• Amend the existing logic that adds the contact roles to Opportunity when created - To add only for Household Account Opportunities with only one contact and set the Primary true, Role Associated contact and copy phone and email

• Throw and error when stage is changed and Contact Role with Primary contact blank throw an error

  • For existing opportunities when there is a stage change the users can see error if there is no contact role with Primary checkbox ticked

• Add the Contact Roles tab next to Details tab (GIW opportunities)

• Add the Contact Roles tab next to Details tab - Swap the Soft Credits Tab confirmed by Monica

• Gift/Pledge Opportunities - Can’t move back the stages from Gift Handover to backwards (Check if existing?)

• Add a logic to check if Opportunity linked Account has at least one linked contact - If not throw an error either at Opportunity creation or if existing at stage change

• Create a condition at contact role level that Primary checkbox can be ticked only if the Role = Associated Contact

• Note: The errors for stage changed will be ignored for Closed Lost (as contact utility function might cause issues)

Data Cleanup for existing Opportunities with Contact Roles - @jessica.wood @Monica Kluegel @AlainGasquet to discuss and agree

Technical Design:

• Deactivated the flow - “Usyd move contacts related to Account to Contact Roles”

• Created a new auto launched flow to throw error when a new Opportunity created “Create Opportunity Contact Role”

  • Check if no contact throw an error

  • Check if has only one contact with Household Account then automatically create the contact Primary Contact Role

  • “Create Opportunity Contact Role” - is called in the Opportunity After Save main flow

• Updated the flow - “Opportunity Before Save”

  • To check when stage changed (except stage = closed lost)

    • If contact role exists with Primary - throw error at least one Primary contact role required

    • If contact not existing linked to Account - throw error at least one contact required

Test Scenario:

Create an Opportunity where Account Record Type = Household and Contact count > 1

The contact roles shouldn’t be created automatically

Open

When we try to change the stage there should be an error asking us to create a contact role with Primary

Open

TestTest Scenario 2:

Create a Contact Role without Primary check and change the stage.

Test Scenario 3:

Update the existing contact role created in scenario 2 Primary checkbox to “True” and try changing the stage

Test Scenario 4:

Choose an Account of record type = Household and Has only one contact

Create an Opportunity using the account

The Opportunity should has Contact Role created automatically with Primary = True

When we change the Stage it shouldn’t throw an error

Test Scenario 5:

For O2G opportunities changed the Contact Roles tab to be available after All Details as highlighted.

Test Scenario 6:

GIW Opportunities - Add Contact Roles tab after All details

Test Scenario 7:

Create an Opportunity where Account has no contact linked

Test Scenario 8:

Primary checkbox at Contact Role can be checked only if the Role = Associated Contact