(161264) Chair of governors contact task #1467
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We want to store one single contact who is considered the chair of governors at the school. This is only available on conversions as academies do not have governors.
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This tasks forces users to collect the contact details for the chair of governors of the school converting into an academy so that a copy of the funding agreement letters can be sent to them. This is our second attempt at a task that collects a contacts (we already have 'main contact') and we wanted to try something different. Here we collect the name, email and optionally phone number and the task is only completed one we have these. This creates a contact and populates it with the further information that we can derive from the project: - organisation = school name - role (title) = Chair of governors - establishment urn = Project.urn Because of the way this works, 'deleting' the contact details in the task and saving it WILL NOT delete the contact, this must be done via External contacts > Change > Delete contact. Updating the details of the contact will work, however.
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beeLorna
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Apr 2, 2024
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This tasks forces users to collect the contact details for the chair of
governors of the school converting into an academy so that a copy of the
funding agreement letters can be sent to them.
This is our second attempt at a task that collects a contacts (we
already have 'main contact') and we wanted to try something different.
Here we collect the name, email and optionally phone number and the task
is only completed one we have these. This creates a contact and
populates it with the further information that we can derive from the
project:
Because of the way this works, 'deleting' the contact details in the
task and saving it WILL NOT delete the contact, this must be done via
External contacts > Change > Delete contact. Updating the details of the
contact will work, however.
The task validates:
The contact is managed through an association on
Conversion::Projectinthe same way we have others.
The task in the task list
The empty task
The completed task
The new contact
Returning to the task later