Embed Size (px)
Citation preview
1
1. Store Locations
Store locations include all of the columns as seen. These should be the same columns in the database. When information is changed here, it should also be synced in the database. The LAT and LON columns can be removed in Google Docs, but we need to have them in the database so we can position the store locations on a map. **Any information in pink is a validated cell.
2
2. Talent Orders
Talent orders should also be synced in the database with the columns as seen here. There’s a “submitted” field that only validates to “Yes” or blank. If submitted, this should also sync into the database, which will trigger further actions. There’s a Status column as well that should sync with the database based on the status of a trigger. **Any information in pink is a validated cell, and any blue cell is a manually entered value.
3
3. Talent Order Manager
This is a tab on the spreadsheet that’s automatically populated with all of the order information, simply by changing the P.O# in the upper right hand corner.
4
4. Google Form PreFilled
This is a Google form with a “prefilled” Purchase Order field, given by a special google link. The URL that Google gives for a prefilled form is easy to figure out, so it’s programmable.
5. Google Drive We have a Google Drive account that we’d like to sync purchase orders to.
5
6. Website Locations
This is our website at www.tisaneteas.com/locate. The Google map used to populate itself based on a Google Doc, but now we’d like for it to populate based on the store locations in the database. We need this to happen quickly, so we need to have the right technology feeding the store locator.
6
7. Database We need a new database created that can accept information by syncing with a few Google Sheets. The database will feed store locations to our website’s store locator, found at www.tisaneteas.com/locate.
8 & 9. Mandrill Template/Customer Email
We have a template email in Mandrill that we need to populate. When the email is triggered, the body, subject, and other important information needs to be populated onto the template. The outgoing emails also have an “Accept Job” button in them. We need the database to create a unique link on our servers. Once the button is clicked, the database should receive an update, flagging that the customer has “Accepted” the job. The link should be something like, tisaneteas.com/samplings/12AS43F20SA, *RANDOM STRING* The email also needs an attachment. The attachment comes from wireframe item #3, which is in a Google Sheet. The trigger should change the spreadsheet PO#, which will pull up the order information. It should then download a PDF of the entire sheet in portrait and fittopage mode, and then attach that PDF to the email.
7
10. Google Calendar Sync
This is our Google Calendar. Any “Accepted Jobs” from customers should automatically be added to our master calendar.
JOB SCOPE
1. The Store Locations from Google Sheets need to sync with Database. Once a new record or an updated record appears in the Sheet, the information should sync automatically.
2. Once the information syncs, the LON/LAT of each location needs to be checked, recorded, and stored.
3. Store locations will draw from this table. The current store locator found at www.tisaneteas.com/about used to be fed from a Google Sheet. However, I want to speed up its performance by feeding it by the database. The general functionality of the locator works. I just need the locator to be fed from a different source, checked, and tested to ensure that it works.
4. On the “TALENT ORDERS” Sheet there’s a column called Submitted, which validated to either blank or “Yes”. If “Yes”, this should be recorded in the same record in the Database. Once the “Submitted” field has a “Yes”, we will need to trigger certain events. They are as follows:
8
a. Send Mandrill template via API with populated information from the TALENT ORDERS table. All of the requirements from a field perspective are in the Mandrill Template.
b. Also, there’s a tab in the same Sheet called “TALENT PO”. In the right hand corner in cell H3 there is a PO validated drop down. When the status of any row in the TALENT ORDERS Sheet is marked “Yes” in the “Submitted” column, a script should change the H3 cell to the PO# that is associated with the row. This will change all of the information in the TALENT PO Sheet tab to match the actual order. We then need to download the TALENT PO Sheet tab as a PDF in portrait orientation with the fittopage setting checked. That PDF needs to be attached to the same email.
c. A custom link needs to be generated for a “Accept Job” button in the email. The link should point to a place on the server, such as www.tisaneteas.com/sampling/D8FG389G. The number at the end of the string can be a random 8 digit number. Either way, once the link is visited, the user has then indicated that the PO has been accepted. In the database, we need to mark the “Status” column with “Accepted”. This should then sync into the Google Sheet in the “Status” column.
d. Once the job has been accepted, a copy of the PO need to be posted into our Google Drive account under a certain path → My Drive/Manage/Sampling Orders
e. At the same time, another email should go out to the same user with a prefilled link that links to a Google Form. The prefilled option on this form is the PO#. The prefilled links on Google Forms are easy to understand. The red number below is the PO number that needs to be dynamic. https://docs.google.com/forms/d/e/1FAIpQLSfQMITlAgiojzUPlbOl2S4VWbwOKbkPfVdZQPqctCEDsK3g/viewform?entry.1163977994=500020&entry.2005620554&entry.1871651329&entry.1045781291&entry.1166974658
f. Once the form is filled out, the information needs to funnel back into the TALENT ORDER Sheet under “First, Last, Email, and Phone”. The idea is to collect the information at some point before the actual event. g. The event then needs to sync to our master Google Calendar. The name of the event should always be “Product Sampling”. The rest of the info is as follows: When: Start Date and Time & and End Date and Time Where: (needs to be the locations ENTIRE STRING as sheet in STORE LOCATIONS column “N”, e.g. GELSONS 30922 COAST HWY LAGUNA BEACH, CA 92651 Description: (needs to have First and Last name, then number, email, rate, hours, and total), like this: Stephen Boyd 9518522001 [email protected] $10.00 x 3.50 = $35.00
9
Example:
10
