Product

17/03/23

• Terminology change for ‘Active Configurations’ and ‘Inactive Configurations'

  • Arunima suggested changing ‘Inactive’ to ‘Completed’ or ‘Pending Changes’ or ‘Action Required’?

• Potentially merge management screen with ‘dashboard’ somehow, maybe new tab?

• Handling of updates (rokas needed)

• In mappings, can only reference fields in processr once a lead is in because the fields come from the lead data (rokas needed)

  • Change behaviour so fields come from associated form on the campaign (value transforms is an issue)

  • Dropdown of fields in integrations should come from forms

• ‘Connect’ sidebar item to show even if credential manager hasn’t been configured

• ‘Configure’ step 2, for ‘validation lists’ values will not be shown in column because there could be too many to show

  • But if we have ‘view details’ then it could have table with pagniation of values

• New step to include ‘integration’ configuration?

• Listing needs ‘domain’ column and ‘advertiser’ column

• Dashboard to have new column to show if campaign is ‘connected’

• Audit details will be on system level

• Step 1 select ‘existing campaign’ should have advertiser first

• Step 1 setup, step 2 form mapping

  • Mapping is required on ‘form’ not on ‘job’

  • If select from linked enterprise then mapping is ‘done’ because sending enterprise has done this

  • If select own form, then mapping is required

• Step 1 - ‘select existing campaign' interface should only be a 1 to 1 relationship, so cannot add more than 1 campaign to assign a configuration to

  • Then on processr we could have a feature to ‘import’ all processr jobs from another campaign

  • So ‘associated campaigns’ no longer required

• Visibility for publishers, for v1, change to single toggle so no need to ‘per publisher’ selection for now

• Mocks for configuration updates, e.g. on jobs step, have column for ‘type of update’ then highlight the jobs that have been added, changed, removed (tracked based on campaign ID)