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CRM Platform replacement process test

✔ All submissions for Sensing contact need to be added to a spreadsheet for Ann to track 2 Ian P.
✔ All PLATFORM submissions to go to googlesheet Ian P.
✔ Route External Second form to Brian Carlton and cc Kevin - once they have finalised contracts, connie and ann need a notification which we'll keep as manual for now Ian P.
✔ Placeholder pulling through instead of my name (thank you email) Ian P.
✔ Thank you template footer needs work (visual issue) Ian P.
✔ Visual enhancement of automated template 5 Ian P.

Comments & Events

Robyn, Project Manager

Ian

this work is due for this week - please can you get it sorted or let me know when you are going to do it , thank you

Jan 21, 2025 at 1:37 PM Notified 1 person

Ian Parsons, Head Chef

Will tackle it this week.

🙌

Jan 21, 2025 at 1:42 PM Notified 1 person

Ian Parsons, Head Chef

Robyn

I've completed my work here. Form submissions are being sent to Google Sheets, but we can only test this tomorrow. There's a bug on Pipedream that makes it look like we've used our workflow quota, but we haven't. :/

image.png 58 KB • Download

Jan 27, 2025 at 2:08 PM Notified 1 person

Robyn, Project Manager

Thanks

Ian

please let me know when I can do a quick test of all these updates - thank you for getting them sorted

Jan 28, 2025 at 7:57 AM Notified 1 person

Ian Parsons, Head Chef

You can test now.

👍

Jan 28, 2025 at 8:05 AM Notified 1 person

Robyn, Project Manager

Ian

I am not able to submit the form due to this error, let me know if there's something I need to do to clear it

Screenshot 2025-01-28 at 10.32.43.png 56.2 KB • Download

Jan 28, 2025 at 8:33 AM Notified 1 person

Ian Parsons, Head Chef

Please confirm which form gives this error.

Jan 28, 2025 at 10:23 AM Notified 1 person

Robyn, Project Manager

Ian

platform https://gems.umn.edu/gems-platform-subscription-enrollment-form-page

👍

Jan 28, 2025 at 11:53 AM Notified 1 person

Ian Parsons, Head Chef

Fixed, thanks!

Tks!

Jan 28, 2025 at 12:10 PM Notified 1 person

Robyn, Project Manager

Ian

all tested and working nicely - thank you!

❤️

Jan 28, 2025 at 12:28 PM Notified 1 person