Assignments

Feature Description

• Develop a process to assign a web role to a contact when an Assignment record is associated with the contact.
• Develop a process to remove a web role from a contact when the final Assignment record that grants that web role is disassociated with the contact.

Requirements

• When an Assignment is associated with a contact, the related Web Role is automatically associated with the contact.
• When an Assignment is disassociated from a contact, the related web role is automatically disassociated from the contact.
• Associating a web role to a contact is done as soon as the assignment has been associated with the contact.
• Disassociating a web role from a contact is done as soon as the assignment has been disassociated from the contact.
• Changes to the web roles are instantly available within the app.

Scope of work

Jira's associated with this feature:

Jira	Name
PGF-2556	Plugin - Associate Web Role on Assignment Assicated with Contact

Internal Testing

Internal Tests completed

Components

Accountancy Portal

• Plug-in Assemblies
  • PracticeGateway.Plugin
• Plug-in Steps
  • AssociateEntitiesPostOperationUpdate
  • DisassociateEntitiesPostOperationUpdate
• Tables
  • Assignment
  • Service Line

Testing Advisory

App

• Associating an Assignment with a contact associated the related Web Role with the contact
• Disassociating an Assignment from a contact disassociates the related Web Role from the contact