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User/edrd 98 #1414

Merged
merged 8 commits into from
Dec 23, 2024
Original file line number Diff line number Diff line change
Expand Up @@ -87,13 +87,13 @@
<value>CONTACT.ACCOUNT_NAME</value>
</valueListItems>
<valueListItems>
<value>Contact.Provider_Type__c</value>
<value>ACCCONRELATION.ROLES</value>
</valueListItems>
<valueListItems>
<value>Contact.Provider_Identifier__c</value>
<value>Contact.Provider_Type__c</value>
</valueListItems>
<valueListItems>
<value>ACCCONRELATION.ROLES</value>
<value>Contact.Provider_Identifier__c</value>
</valueListItems>
</valueList>
</componentInstanceProperties>
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327 changes: 238 additions & 89 deletions dev-app-post/main/default/flows/Create_EDRD_Case.flow-meta.xml

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Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
<?xml version="1.0" encoding="UTF-8"?>
<StandardValueSet xmlns="http://soap.sforce.com/2006/04/metadata">
<sorted>false</sorted>
<sorted>true</sorted>
<!--<standardValue>
<fullName>Business User</fullName>
<default>false</default>
Expand Down Expand Up @@ -51,4 +51,19 @@
<default>false</default>
<label>Physician</label>
</standardValue>
<standardValue>
<fullName>Chair</fullName>
<default>false</default>
<label>Chair</label>
</standardValue>
<standardValue>
<fullName>Reviewer</fullName>
<default>false</default>
<label>Reviewer</label>
</standardValue>
<standardValue>
<fullName>Vice Chair</fullName>
<default>false</default>
<label>Vice Chair</label>
</standardValue>
</StandardValueSet>
Original file line number Diff line number Diff line change
@@ -0,0 +1,6 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomPermission xmlns="http://soap.sforce.com/2006/04/metadata">
<description>Created for EDRD-Super user Permission set.</description>
<isLicensed>false</isLicensed>
<label>EDRD_SuperUser</label>
</CustomPermission>
Original file line number Diff line number Diff line change
Expand Up @@ -87,13 +87,13 @@
<value>CONTACT.ACCOUNT_NAME</value>
</valueListItems>
<valueListItems>
<value>Contact.Provider_Type__c</value>
<value>ACCCONRELATION.ROLES</value>
</valueListItems>
<valueListItems>
<value>Contact.Provider_Identifier__c</value>
<value>Contact.Provider_Type__c</value>
</valueListItems>
<valueListItems>
<value>ACCCONRELATION.ROLES</value>
<value>Contact.Provider_Identifier__c</value>
</valueListItems>
</valueList>
</componentInstanceProperties>
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Original file line number Diff line number Diff line change
Expand Up @@ -55,11 +55,11 @@
<field>Provider_Specialty__pc</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<behavior>Readonly</behavior>
<field>Committee__pc</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<behavior>Readonly</behavior>
<field>Committee_Name__pc</field>
</layoutItems>
<layoutItems>
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Original file line number Diff line number Diff line change
Expand Up @@ -7,6 +7,7 @@ NOT(ISNEW()),
NOT($Permission.SA_Team_Lead),
NOT($Permission.EDRD_MOH_STAFF),
NOT($Permission.EDRD_PHSA_PSP_Staff),
NOT($Permission.EDRD_SuperUser),
ESA_Bypass_Validation__pc = FALSE)</errorConditionFormula>
<errorMessage>You don&apos;t have permission to edit the Account Name.</errorMessage>
</ValidationRule>
Original file line number Diff line number Diff line change
@@ -0,0 +1,16 @@
<?xml version="1.0" encoding="UTF-8"?>
<ValidationRule xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>EDRD_Validate_ACR_CR_Role</fullName>
<active>true</active>
<description>Prevents EDRD users from creating a Committee-Reviewer relationship with the role &quot;Physician&quot; when specific Account and Contact record types are used.</description>
<errorConditionFormula>AND(
CONTAINS($UserRole.Name, &quot;EDRD&quot;),
Account.RecordType.DeveloperName = &apos;EDRD_Committee&apos;,
OR(
Contact.Account.RecordType.DeveloperName = &apos;Provider&apos;,
Contact.Account.RecordType.DeveloperName = &apos;Committee_Reviewer&apos;
),
INCLUDES(Roles, &apos;Physician&apos;)
)</errorConditionFormula>
<errorMessage>An EDRD user cannot create a Committee-Reviewer relationship with the role as Physician.</errorMessage>
</ValidationRule>
Original file line number Diff line number Diff line change
@@ -0,0 +1,22 @@
<?xml version="1.0" encoding="UTF-8"?>
<ValidationRule xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>EDRD_Validate_ACR_Insert_ForCommitteeRec</fullName>
<active>true</active>
<description>Prevents EDRD users from creating an inactive Committee-Reviewer relationship when the Account and Contact record types are specific and roles include Reviewer, Chair, or Vice Chair.</description>
<errorConditionFormula>AND(
ISNEW(),
CONTAINS($UserRole.Name, &quot;EDRD&quot;),
Account.RecordType.DeveloperName = &apos;EDRD_Committee&apos;,
OR(
Contact.Account.RecordType.DeveloperName = &apos;Provider&apos;,
Contact.Account.RecordType.DeveloperName = &apos;Committee_Reviewer&apos;
),
OR(
INCLUDES(Roles, &apos;Reviewer&apos;),
INCLUDES(Roles, &apos;Chair&apos;),
INCLUDES(Roles, &apos;Vice Chair&apos;)
),
NOT(IsActive)
)</errorConditionFormula>
<errorMessage>An EDRD user cannot create an inactive Committee - Reviewer relationship.</errorMessage>
</ValidationRule>
Original file line number Diff line number Diff line change
Expand Up @@ -92,6 +92,10 @@
<enabled>true</enabled>
<name>ESA_CMD_Super_Stamps__mdt</name>
</customMetadataTypeAccesses>
<customPermissions>
<enabled>true</enabled>
<name>EDRD_SuperUser</name>
</customPermissions>
<fieldPermissions>
<editable>true</editable>
<field>Account.Description</field>
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Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
<?xml version="1.0" encoding="UTF-8"?>
<StandardValueSet xmlns="http://soap.sforce.com/2006/04/metadata">
<sorted>false</sorted>
<standardValue>
<sorted>true</sorted>
<!--<standardValue>
<fullName>Business User</fullName>
<default>false</default>
<label>Business User</label>
Expand Down Expand Up @@ -41,14 +41,29 @@
<default>false</default>
<label>Technical Buyer</label>
</standardValue>
<standardValue>
<fullName>Other</fullName>
<default>false</default>
<label>Other</label>
</standardValue> -->
<standardValue>
<fullName>Physician</fullName>
<default>false</default>
<label>Physician</label>
</standardValue>
<standardValue>
<fullName>Other</fullName>
<fullName>Chair</fullName>
<default>false</default>
<label>Other</label>
<label>Chair</label>
</standardValue>
<standardValue>
<fullName>Reviewer</fullName>
<default>false</default>
<label>Reviewer</label>
</standardValue>
<standardValue>
<fullName>Vice Chair</fullName>
<default>false</default>
<label>Vice Chair</label>
</standardValue>
</StandardValueSet>
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