TODO

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Source-Roadmap


Sprint: Nov 18 - Dec 5

Actions
Scheduled Auto-Actions
Checklists Section Trigger
UI
Datagrid - Reports/H-Forms
Add/Edit Forms
Templates






My Next 5 Moves

Sections and Ordering
List-Items API
Filters & Sorting API (uses a lot of the Sections/Ordering)
Choose WYSIWYG Tool
Documents-Upload
Templates Gen and SysEmail to send (for the MFA and Password Reset)
Auto-Actions and Checklists
comes after Templates since they are heavily used
Permissions Tables Setup and Checked properly

API

Postman Testing
Logging
Unified Modification Layer
View_Mods
“views” - add/edit records
“views” - get records
for Forms and for Reports
List-Management
Doc-Upload
Filters/Criteria/Sort
Permissions
make sure we can restrict access to records
Table & Field-Sections

UI

Add/Edit Forms
See Omma’s setup
with real-time Error-Handling




Sep 1

Login
API for
Create Contact Record
with Login and Permissions
Create Time Logs
Edit Time Logs
if can
List-Management
Add, Edit & Delete List Items
permissions check for edit
and can-view all

Sep 16

UI
Criteria
Reports
Templates

Sep 30

UI for Forms and Error Handling

Oct 16

Auto-Actions and Checklist

Oct 30

Auto-Grants

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