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We want a site wide setting to swap between easy and advanced management.
This needs fleshing out, but easy mode ties together one user_role(/'hat') with one profile type and one tab. This meets most simple crm use cases.
Advanced mode is a setting that changes the site to be able to have multiple different profile types mixed in the same tab.
We probably want a single form (in easy mode) that adds a 'data slice'. This data slice creates a tab, profile type, and user role. Any user that gets given that role will automatically have that tab with the profile in the default display mode in it. Display mode and title as well as tab title are still editable in this mode.
#60 Easy Mode Tab creation
We do not want people to have to think about the relationships to profile types when creating a new tab. By default, when a new tab is created, it will receive all the relationships that are accessible to the contact that is being managed. In a separate area of the site, they will be able to edit this, but we don't worry about this during creation.
A tab cannot be deleted if it has active relationships
If a relationship is removed(/deactivated) this will hide the content that requires that relationship but not remove it.
If all relationships on the tab are deactivated, it will automatically get removed(/hidden).
The text was updated successfully, but these errors were encountered:
Overview
https://github.com/FreelyGive/contacts/wiki/Creating-the-initial-drag-and-drop-UI
We want a simple way to manage the dashboard. This includes:
Issues
#56 Management Sidebar
#57 Management Mode
#58 Persistent saving
#59 Easy/Advanced Mode
#60 Easy Mode Tab creation
We do not want people to have to think about the relationships to profile types when creating a new tab. By default, when a new tab is created, it will receive all the relationships that are accessible to the contact that is being managed. In a separate area of the site, they will be able to edit this, but we don't worry about this during creation.
The text was updated successfully, but these errors were encountered: