Optional writing of activities in the agents log with plugin forms & fields.

[fredericalpers]

Optional writing of activities in the agents log with plugin forms & fields.

Introduction

Currently, activities are only written for a few forms/fields in the agent log. In order to make the form functionalities more appealing and bring them to a higher standard, we would like to expand our forms.

User Story

As a real estate agent, I would like the forms on my website, which I have integrated via the onOffice for WP-Websites plugin, to be able to automatically create entries for addresses and properties in the onOffice agent log. To do this, I need an enhancement of the plugin that allows me to enable or disable automatic entries and specify which information should be used. The use of the existing/possible fields from onOffice enterprise is essential. In addition, I would like a visual interface in the plugin backend that allows me to configure these settings easily and intuitively for each form.

Requirements / Tasks

• Implementation of the visual interface for a new box below form specific options. (see design/screenshots).
• Implementation of a function in the backend of the forms to activate or deactivate the automatic entries in the agent log.
• Integration of a function for selecting the fields from onOffice enterprise that are to be included in the automatic entries. See onOffice Agents log - also check the necessary settings for the API User.
• Test the functionality thoroughly to ensure that automatic entries are created correctly and that the settings in the backend work properly.

Design / Screenshots

[fredericalpers]

@yeneastgate would you be able to post the video again? Somehow it was gone while I was watching it. And now it doesn't even show in the "edited" section..

[yeneastgate]

@fredericalpers I have found some issues during retesting it. I will send you the demo videos again asap

[yeneastgate]

@fredericalpers Currently, we are implementing Agent Log based on Propform's mechanism with the following main cases:

1. Case 1: If the value of the options (Type of action, Kind of action, Characteristics, Comment) configured in the admin form is empty, the Activity cannot be created.
   
   

ko.ch.n.proform.mp4

ko.ch.n.plugin.mp4

2. Case 2: If only 1 out of 4 options has value

• If only Type of action has value: Kind of action is saved as No Specified in onOffice Enterprise and the remaining options are empty
  

bandicam.2024-05-28.15-39-12-811.mp4

• If only Characteristic or Comment has value: Type of action and Kind of action are automatically saved as default values set in onOffice Enterprise
  

bandicam.2024-05-28.16-25-42-357.mp4

Also, there are two cases which are not in the Propform. Please confirm for me these two cases below:
3. Case 3: When submitting duplicated form with the same email, two similar activities are created
https://files.fm/u/fdq3qn82as#/view/rkhyvp4b2r
4. Case 4: When submitting contact form added in the estate detail page, the activity is saved as in the normal form
https://files.fm/u/56z4eq9fby#/view/xmzh8ye4tv

[fredericalpers]

Case 1 & Case 2: 👍

Case 3:

When submitting duplicated form with the same email, two similar activities are created
https://files.fm/u/fdq3qn82as#/view/rkhyvp4b2r

All activities have to be logged in the agents log when activated. Duplicates or very similar entries can happen.

Case 4:

When submitting contact form added in the estate detail page, the activity is saved as in the normal form https://files.fm/u/56z4eq9fby#/view/xmzh8ye4tv

If our customers want to have different activities logged for the contact form on the detail page, they will have to create a second contact form that's only used on the detail page.

[fredericalpers]

Vorgezogen auf 5.2