Notes

Content:

  • Extension Workflows PAT / TM fixes
  • Patent layout
  • Trademark layout
  • Design Layout
  • Patent Family Layout
  • Trademark Family Layout
  • Design Family Layout
  • Task Layouts for Docketing / Renewal and Standard task
  • Data Quality Score fields on pat, des and tm
  • Rewards and Reward Rules objects
  • Global Actions
  • Standard User Permission Set
    • Remove all old permission sets in order to keep only Standard User And Questel Admin

Still known issues:

  • Generate Tasks / Generate Renewal Tasks button
  • Coutry Code for patent is not auto populated with Country (it works for tm and des) 
  • Computed families fields (number of patents, priority patent, priority dates) will come with the next CAP merge
  • Global actions on task are not there, will come with the next CAP merge
  • Reward Rules automation is not working

Deployment manual actions : 

  • On field Contact.DivisionList__c, manually promote the picllist values to global value set before retrying (
    label : QST_Division
     api name : QST_Division
  • On Contact.EmploymentStatus__c , manually promote the picllist values to global value set before retrying (
    label : QST_EmploymentStatus
     api name : QST_EmploymentStatus
  • On Patent__c.Sub_product_line__c, manually promote the picllist values to global value set before retrying (
    label : QST_Sub-Product Line
     api name : QSTSubProductLine
  • On Patent__c.Main_Product_Line__c, manually promote the picllist values to global value set before retrying (
    label : QST_Main Product Line
     api name : QSTMainProductLine
  • ON Invention_Disclosure : assign all missing families + ON Invention_Disclosure__c.Family, manually change Lookup into master details
  • Remove all history tracking on Patent object fields
  • Remove default org settings on Patent family layout, Trademark family layout and Design family Layout
  • Remove field Contact.Organization__c
  • Remove all PSet QST_P* but not QST_P_Data_Import, QST_P_Admin_Questel and QST_P_Standard_User + affect users
  • Change all Family record types to record type ZZ
    • Remove the Family Record Type to default profile
    • Don't touch "Invention Submission"

Need to switch the profile view to old version (via user management) 

Environments

  • ec-*redacted*–int + customization
  • ec-*redacted*-preprod + customization
  • ec-devs–qalque
  • ec-devs
  • ec-demo
  • ec-tso
  • ec-*redacted*