Add button to populate contact info from organization on Campaign Edit page

[MisterJames]

The page should load with contact information from the organization. A button should allow users to easily populate the contact details with that data. From #35.

[bcbeatty]

I take this.

[bcbeatty]

This is the workflow I'm thinking

Contact Fields -- does not have to be a user

• First
• Last
• Phone
• Email
• Mailing Address -- stored in Location table
• Organization Edit - Editable
• Organization Details - read only
• Campaign Edit - When the button is pressed copy Organization Contact fields into Campaign data entry fields, do not save automatically
• Campaign Detail - Read only view

[tonysurma]

Organizations have contact info close to your list:

• Name (maybe first last maybe "operations support" who knows)
• Phone
• Email
• Address
  and then that flows down to campaigns as you stated (workflow wise)

[stevejgordon]

NDC note - Looks like this isn't completed and we need to expose a way to copy the contact information for the Org when adding a new campaign.

My proposal would be to load the org contact info into the view model and render it near the campaign Primary Contact fields. Add a checkbox to use Org info which is selected hides the specific fields in the UI.

We can then use that value to determine what data to save on the post action/handlers.

Validation will also need to be reviewed and updated as appropriate.

[Diana380]

I have started looking into this.

[naeemsarfraz]

Hey, how are you getting on with this @Diana380?

[stevejgordon]

We'll consider this open for takers again now.

[c0g1t8]

I'll take a preliminary look 😄

[c0g1t8]

@tonysurma I think I have a handle on this one. Please assign me.

@stevejgordon I'm going to implement your proposal above (Jan 17 comment).

[c0g1t8]

Looks like most of the work has been done already. I found this in the view Edit.cshtml.

            @if (User.IsUserType(UserType.OrgAdmin))
            {
                <button type="button"
                        id="btnGetContactInfo"
                        class="btn btn-info"
                        data-toggle="modal"
                        data-target="#confirmContactModal"
                        title="Copy Contact Information from Organization">
                    Copy Contact Info
                </button>
            }

The button only appears only if the logged in user is an OrgAdmin. The Administrator@example.com is not an OrgAdmin. Thus no button appears. I think we should simply remove the check for OrgAdmin.

The button does more than copy over the Primary Contact information from the organisation. It also copies the location information. Is that okay? If so, we should do some renaming to make this is clear.

There is also a question of where to place the button.

I think it should be lower down on the page closer to the location and contact information.

@stevejgordon @MisterJames Any guidance?

[c0g1t8]

@stevejgordon

My proposal would be to load the org contact info into the view model and render it near the campaign Primary Contact fields. Add a checkbox to use Org info which is selected hides the specific fields in the UI.

Rendering the organisation contact information looked like a good idea when I first looked at the issue. When I looked further at the form, there is a drop down for organisations. That would mean that the rendering should change to match the organisation selected.

[c0g1t8]

I've got the following showing on the page

I'm using a glyph for the button to paste/copy the contact information. I think it's let's obtrusive.

I'm still awaiting feedback on if the location information from the organisation should also be copied over as well.

[tonysurma]

Location info should come over as well

[c0g1t8]

@tonysurma Thanks- I'll have a PR for you tomorrow.

[c0g1t8]

@tonysurma I think this issue can be closed.