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New Component for Booking Subscriptions |
Add new component tag for Bookings. The Pattern: {% component type:"booking_subscriptions",
viewType:"[[viewType]]", object:"[[object]]", currentMemberOnly:
[[currentMemberOnly]], filterBy:"[[filterBy]]", filterValue:"[[filterValue]]",
filterCondition:"[[filterCondition]]", collectionVariable:"",
layout:"", sortBy:"", sortOrder:"", limit:"[[limit]]",
offset:"[[offset]]" %}
Single tag item context is described below. viewType == list {
"formId": 0,
"memberId": 0,
"id": 0,
"formName": "",
"EventName": "",
"Allocation": 0,
"Price": "",
"dateSubmission": ""
}
viewType == detail {
"formId": 0,
"memberId": 0,
"fields": [
{
"name": "",
"alias": "",
"value": "",
"type": ""
}
],
"id": 0,
"formName": "",
"EventName": "",
"Allocation": 0,
"Price": "",
"dateSubmission": ""
}
Default virtual layout:
<ul>
{% for item in this.items %}
<li>
<strong>{{item.formName}}</strong>
<span>Date Submission: {{item.dateSubmission | format_date: "dddd, MMMM dd, yyyy"}}</span>
</li>
{% endfor %}
</ul>
The new component will be added here: https://prnt.sc/wqRi_L8xLv9o Screenshots: |
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Forms: Assigned CRM Groups Issue |
The same issue occurs with event bookings, where the "Form Submissions" CRM group should not be applied to event bookings (Screenshot for reference: Link). |
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Custom Module: Creating Items from Frontend with Enabled Bookings |
Result: |
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Contacts - uppercase letters |
1. Go to contacts 2. Pay attention to the member with uppercase letters in the "email" field 3. After submitting any form from a member with uppercase letters a duplicate of that user with a letter with lowercase letters is created in the email field Fix - migration where the original and duplicate contacts were merged into one with all cases, bookings, orders, and secure zones |
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Checklist values with commas improvement |
1) Request params improvement Add new property to ‘request.request_url’ liquid object
Value is an object of all URL params however arrays should be represented as arrays instead of as CSV string Example:
<pre>{{request.request_url.params}}</pre> Outputs: {
<pre>{{request.request_url.originalParams}}</pre> Outputs: {
2) Advanced CRM group field liquid object improvement Add ‘ArrayValue’ property. If a field is checklist or dropdown (multiple) - paste selected options as an array to this property. For all other fields paste value as first element of the array Example: {% component groupAlias: "MyAdvancedCRMGroup", entityType: "contact", entityId: "12345", collectionVariable: "groupFieldsList", layout: "", type: "CRMContactCustomGroup" %} {{groupFieldsList}} Output: {
3) Save entity improvement For the following property types:
View selected options of the property of type checklist or dropdown multiple as CSV string on list and detail layouts in Admin UI
Provide the ability to save selected options if they contain "," character
Entities that requires this improvement (admin UI)
Add also following updates to module item update and search forms (site frontend forms)
4) Custom report improvement According to the Save entity improvement improve custom report results searching by filters that contain value with "," character
5) Import/Export improvement Add following logic to import/export process for the following entities:
Logic:
Example:
6) Improve filters on custom reports `In` and `NotIn` filters:
Logic:
Design: https://prnt.sc/KsffJVqXl2pm Example: Add an advanced CRM group with the field “theChecklist” to the contact of type Checkbox:
Select the following values for the contacts:
Setup Custom report for contacts and:
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Zapier Integration |
1) SSO oauth for zapier (+scopes)Add oAuth 2.0 APIs
Retrieved Bearer token should get access to Treepl CMS APIs created specially for Zapier (for the site that should be determined by domain) Request Domain field on Zapier in order to retrieve access token to the particular site only 2) Extension ruleAdd new Extension to the portal and to extension JSON file so portal user could enable and disable extension on the ‘Site’ -> ‘Extensions’ tab in the Portal
3) TriggersReturn models for triggers:
Public Triggers (should be performed by Treepl once appropriate action is made in the CMS):
4) ActionsOnce module item created/updated
Dropdowns in zapier forms
Public Actions (allows to create or edit items in Treepl performed by Zapier):
5) SearchesPublic Searches Form:
6) RestrictionsDo not allow to process triggers, actions and searches if zapier extension is disabled for the site |
BUG FIXES
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Event Anniversary Emails |
1) Create a new Settings section on a module settings pageCalled “Follow Up Emails” which includes the option:
Show section only if “Module” > “Advanced Settings” > “Enable bookings” is true. 2) Create a new tab "DEFAULT FOLLOW-UP EMAILS" on a module edit pageDisplay only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true Content:
DESIGN: Add ‘Date Field’ column after ‘Delivery Type’
3) Create a new tab "CUSTOM FOLLOW-UP EMAILS" on a module item edit page
Content
DESIGN:
4) Change “Email Notification” -> “Workflow emails” page Rename default admin menu item name from “Workflow Emails” to “Emails” and EntityAlias from ‘WorkflowEmails’ to ‘Emails’ In custom admin menus, find menu item with alias ‘WorkflowEmails’ and rename to ‘Emails’ Add tabs:
Set following restrictions based on site plan
5) Create/edit follow up email logic
6) Follow-Up Email sending logicIf the module has’Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true
7) Email liquid‘this’ object should contain the following properties:
8) Site Plan RestrictionsAllow view and use of ‘Follow Up Emails’ on module settings if site plan is PRO or higher Hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view if site plan is lower than BUSINESS If site's plan is ESSENTIAL
9) Admin User Role permissionsAbility to enable/disable Default and custom followup emails should be managed by ‘Can Edit Basic Module Settings’ module's restriction Add following admin user role permissions:
On create new admin user role
For all existed admin user roles
10) Duplicating module item logicDuplicate ‘Send only custom follow-up emails’ checkbox when duplicating the module item Duplicate ‘Custom follow-ups’ when duplicating the module item 11) Duplicating module logicDuplicate ‘Enable Default Follow-Up Emails’ AND ‘Enable Custom Follow-Up Emails’ settings Duplicate ‘Default follow-ups’ when duplicating the module 12) Import/Export of module itemsAdd ‘Send only custom follow-up emails’ checkbox to import/export process ‘Follow-ups’ should NOT be added to module item import/export process 13) Import/Export of module logicAdd ‘Enable Default Follow-Up Emails’ AND ‘Enable Custom Follow-Up Emails’ checkboxes to module import/export process Do NOT add ‘Default follow-ups’ to export file |
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Export Event Bookings with custom fields |
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| 6.1.4 | Liquid CRM | Filtration by customer ID for the cases, orders, bookings lists and custom CRM group output. |
| 6.1.5 |
Custom module |
If "Enable bookings" checkbox is enabled https://prnt.sc/1ibjad4, the items aren't displayed on the front end. |
| 6.1.5 |
Custom module |
If "Enable bookings" checkbox is enabled https://prnt.sc/1ibjad4 and {{this}} is rendered on the item detail, the information on "hide when full", etc. related to the event will be missing. |
| 6.1.5 | Form / form submission | The form submissions had the incorrect time. The same issue was with event bookings. |
| 6.1.7 | Event booking |
Go to Event Booking -> Edit -> Save -> an error is being displayed: https://prnt.sc/1mo6w3z |
| 6.1.7 | Event booking | BUG: The event bookings were displayed without an event name after the event was purchased and then deleted. |
| 6.1.8 | Time in event booking/one time payment form | The incorrect payment time was displayed in the Orders -> "Payments" tab after purchasing the event or submitting a payment form (one-time payment). |
| 6.1.2.8 | Custom modules | Custom modules items preview doesn't work (404) if "еnable bookings" has been selected: http://prntscr.com/190pi2x. |
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BACKLOG |
Wording change on event bookings |
Rename following wording in the CMS:
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Feedback Task |
CRM -> Bookings: Export to Excel to be filtered by form name? |
Source bookings-export-to-excel-to-be-filtered-by-form-name/1166">https://forum.treepl.co/... Improve Bookings export (https://prnt.sc/vv97ic)
Update exporting logic so it will retrieve bookings based on selected forms and events |
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BACKLOG |
Custom Reports: Builder |
DESIGN http://prntscr.com/thh497
1) Add page and menu item: ‘Reports’ > ‘Custom Reports’ Provide ability to:
3) Reports Builder: SETTINGS Save the report by name and set as public option that allows you to share the report with other admin users. If Make public set to false - you are the only one who will see this report.
TYPE The type determines what fields should be collected for Fields and Filters steps and what entities should be collected for the final report. - Contacts (default) - Contacts and Cases - Contacts and Orders - Contacts and Event Bookings
FORM FILTER Select a form (from all available web forms) to filter only those cases,orders or event bookings that belong to this form. Show section only if type is one of: - Contacts and Cases - Contacts and Orders - Contacts and Event Bookings
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FIELDS Select Fields to be seen on report as column headers
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FILTERS
Ability to add additional filtering rules
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RESULTS Generate sortable and paginated results table. Ability to export to Excel file. |
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BACKLOG |
Advanced CRM: Liquid component tag for custom CRM fields |
Add new component tag component type:"CRMContactCustomGroup":
Pattern: {% component type:"CRMContactCustomGroup", groupAlias:"[[groupAlias]]", fieldAlias:"[[fieldAlias]]", entityType:"[[entityType]]", entityId:"[[contactId]]", collectionVariable:"", layout:"" %}
Item context: {
Default virtual layout: {{this.fields[0].value}} |