Member Platform (Zoom) Meeting on December 4, 2025
>>> [!note] Migrated issue
<!-- Drupal.org comment -->
<!-- Migrated from issue #3558941. -->
Reported by: [jdleonard](https://www.drupal.org/user/80902)
>>>
<h2>Google Doc</h2>
<p>You might find the <a href="https://docs.google.com/document/d/1Cn4k9Uq8GcUKVSMl93aZcNEIhTkmQbY2idYDY5ixoXI/edit?usp=drive_link">Google Doc</a> for this meeting (from which the notes are copied) to be easier to consume and to include additional detail (e.g. comments) not present in this issue. If this meeting hasn't happened yet, find and add to the agenda in that doc anytime before the meeting.</p>
<h2>Member Platform Meeting</h2>
<p>
December 4, 2025 at 10:00am CST
</p>
<h3>Meeting Notifications, Agendas, Past Notes, Slack Channel</h3>
<p>
See <a href="https://www.drupal.org/project/member/issues/3505938">[Meta] Member Platform meetings</a>
</p>
<h3>Who is here?</h3>
<p>
Include your Drupal.org username in parentheses if you have one.
</p>
<ul>
<li>JD Leonard (jdleonard)</li>
<li>Scott Wolpow (scottwolpow)</li>
<li>James Shields (lostcarpark)</li>
<li>Rich Gerdes (richgerdes)</li>
<li>Erica Stevenson speckles)</li>
<li>Steve Ayers (bluegeek9)</li>
<li>Bob Snodgrass (bsnodgrass)</li>
<li>Eric Wheeler (sikofitt)</li>
</ul>
<h3>What Topics Should We Discuss? / Limited Human Notes</h3>
<ul>
<li><a href="https://drive.google.com/open?id=1D8h3hESjYWYTuj7loLZ5r0zlB7Kacs5x&usp=drive_fs">Recording</a></li>
<li>Quick introductions</li>
<li>Mockups</li>
<ul>
<li><a href="https://share.balsamiq.com/c/6YevDXFjyKtq8dQHkG6cyo.jpg">Event calendar wireframe</a></li>
<li><a href="https://docs.google.com/document/d/1c9GRue54-H1N4FRck1n5LWWAdFF0kJWv79bMtOSiEU0/edit">Mockup Notes</a></li>
</ul>
<li>CRM</li>
<ul>
<li>Needs review:</li>
<ul>
<li><a href="https://www.drupal.org/project/crm/issues/3515377">Search Integrate (not Search API)</a></li>
<li>Primary Entity Reference <a href="https://www.drupal.org/project/primary_entity_reference/issues/3558094">Views support</a></li>
</ul>
<li>Contact Profiles, Relationship Profiles, etc.</li>
</ul>
</ul>
<h3>Action Items</h3>
<ul>
<li> </li>
</ul>
<h2><strong>Fathom AI Summary</strong></h2>
<p>
<strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--">VIEW RECORDING - 124 mins (No highlights)</a></strong>
</p>
<h3><strong>Meeting Purpose</strong></h3>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=471.0">Discuss CRM development, wireframes, and data modeling for contact profiles.</a>
</p>
<h3><strong>Key Takeaways</strong></h3>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=4891.0">Contact Profiles Proposed: A new "contact profile" entity type is proposed to attach optional, fieldable data bundles (e.g., car details) to contacts. This mirrors the Profile module's user-centric model, but for contacts, and is distinct from relationships.</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=6568.0">Data Model Clarified: The team defined three data models for classification: Detail Types (well-known, ecosystem-critical data like "Home Address"), Tags (user-created, content-based categories), and Taxonomy (site-builder-defined, fieldable configuration).</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=924.0">Core Search Integration: A merge request for Drupal core search integration is ready for review. It uses raw SQL queries, which may break non-SQL backends; a follow-up task to use the database abstraction layer was suggested.</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=1630.0">Primary Entity Reference: The module's failing tests on older Drupal versions will be fixed by dropping support for D10.5. A contextual filter feature is not a blocker for the upcoming beta release due to a lack of a clear use case.</a></strong></li>
</ul>
<h3><strong>Topics</strong></h3>
<h4><strong>CRM Data Modeling: Profiles vs. Relationships</strong></h4>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=2473.0">Problem: The team needs a standard way to attach optional, fieldable data bundles to contacts (e.g., car details, volunteer skills) without creating new contact types.</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=4891.0">Solution Path: A "contact profile" entity type, inspired by the Profile module, was proposed.</a></strong></li>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=4820.0">Rationale: The Profile module provides the right model but is user-centric. A contact-centric version would inherit its key features:</a></strong></li>
<ul>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=3614.0">Bundles (e.g., "Car Profile," "Volunteer Profile")</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=3624.0">Role-based access control</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=3747.0">Inline form editing</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=3624.0">Revisioning</a></li>
</ul>
</ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=5559.0">Distinction from Relationships:</a></strong></li>
<ul>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=4847.0">A profile is a set of fields about a contact.</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=5573.0">A relationship connects two contacts.</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=5559.0">Using a relationship for a profile (e.g., a "Car" relationship with no second contact) was rejected as an anti-pattern that complicates the data model.</a></li>
</ul>
</ul>
<h4><strong>Data Classification: Detail Types, Tags, & Taxonomy</strong></h4>
<ul>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=6568.0">The discussion clarified the roles of three classification models:</a></li>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=5258.0">Detail Types: Well-known, ecosystem-critical types (e.g., "Home Address").</a></strong></li>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=5258.0">Why: Provides a standard way for other modules to find specific contact info.</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=6360.0">Implementation: Configurable entities shared across bundles.</a></strong></li>
</ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=6841.0">Tags: User-created, content-based categories.</a></strong></li>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=6841.0">Why: Allows end-users to add flexible, ad-hoc labels.</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=7312.0">Implementation: Simple, non-fieldable terms grouped by category.</a></strong></li>
</ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=7254.0">Taxonomy: Site-builder-defined, fieldable configuration.</a></strong></li>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=6879.0">Why: For structured, static classifications (e.g., "Vehicle Type").</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=7254.0">Implementation: Standard Drupal vocabularies.</a></strong></li>
</ul>
</ul>
</ul>
<h4><strong>CRM Core Search Integration</strong></h4>
<ul>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=924.0">A merge request for Drupal core search integration is ready for review.</a></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=1191.0">Concern: The implementation uses raw SQL queries, which may break non-SQL backends (e.g., MongoDB).</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=1604.0">Decision: This is not a blocker for the alpha release. A follow-up task will be created to convert the queries to use the database abstraction layer.</a></strong></li>
</ul>
<h4><strong>Primary Entity Reference Module</strong></h4>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=1630.0">Failing Tests: Tests are failing on older Drupal versions (D10.5).</a></strong></li>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=1694.0">Decision: Drop support for D10.5, as the module requires D11.1+.</a></strong></li>
</ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=1790.0">Contextual Filter: A contextual filter for the "primary" status is not a blocker for the beta release.</a></strong></li>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=2136.0">Rationale: The team could not identify a compelling use case. It may be added as a follow-up.</a></strong></li>
</ul>
</ul>
<h4><strong>Wireframes & Event Calendar</strong></h4>
<ul>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=471.0">James is updating event calendar wireframes in Balsamiq, merging existing designs with the "mock-up notes" document.</a></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=661.0">Feedback:</a></strong></li>
<ul>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=661.0">Add event icons/banners to the list view.</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=753.0">Explore combining the list and calendar views.</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=787.0">Define the layout for filters.</a></li>
</ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=608.0">Tooling: James will convert recurring elements into Balsamiq components to simplify updates.</a></strong></li>
</ul>
<h3><strong>Next Steps</strong></h3>
<ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=2186.0">Rich: Review the CRM core search merge request.</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=2186.0">Bob: Review the Primary Entity Reference merge request.</a></strong></li>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=471.0">James:</a></strong></li>
<ul>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=661.0">Update event calendar wireframes with icons and filter layouts.</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=608.0">Convert recurring UI elements into Balsamiq components.</a></li>
</ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=404.0">JD:</a></strong></li>
<ul>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=404.0">Invite Rich to the Balsamiq project.</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=1604.0">Create a follow-up issue to convert raw SQL queries in the CRM core search module.</a></li>
</ul>
<li><strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=1630.0">Steven:</a></strong></li>
<ul>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=1694.0">Drop D10.5 from the Primary Entity Reference CI pipeline.</a></li>
<li><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?tab=summary&timestamp=2220.0">Begin work on the CRM Case module.</a></li>
</ul>
</ul>
<h3><strong>Action Items</strong></h3>
<ul>
<li><strong>Add Rich Gerdes to Google Drive</strong> - <a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=393.9999">WATCH (5 secs)</a></li>
<li><strong>Update Events wireframes per Mock-up Notes; add filters and color-coded calendar</strong> - <a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=503.9999">WATCH (5 secs)</a></li>
<li><strong>Email JD Leonard re: Balsamiq edit access</strong> - <a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=850.9999">WATCH (5 secs)</a></li>
<li><strong>Review CRM core search MR and Primary Entity Reference Views MR; post comments</strong> - <a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2175.9999">WATCH (5 secs)</a></li>
</ul>
<h2><strong>Fathom AI Transcript</strong></h2>
<p>
<strong><a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--">VIEW RECORDING - 124 mins (No highlights)</a></strong>
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=18.92">@0:18</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Paid an agency, $10,000. How about celebrate 25 years without having me? Thank
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=60.0">@1:00</a> - <strong>JD Leonard</strong>
</p>
<p>
Thank you. Good morning, Erica. Good morning, Scott.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=96.02">@1:36</a> - <strong>estevenson</strong>
</p>
<p>
Good morning.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=133.94">@2:13</a> - <strong>Scott Wolpow</strong>
</p>
<p>
That's how everybody's doing today. I'm in pain.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=141.72">@2:21</a> - <strong>JD Leonard</strong>
</p>
<p>
I don't know what I did last night. In bed, I was like... I don't know, my back's killing me.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=151.1">@2:31</a> - <strong>Scott Wolpow</strong>
</p>
<p>
I can tell you.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=153.02">@2:33</a> - <strong>JD Leonard</strong>
</p>
<p>
It's called getting older. Well, I seem to be getting older acutely today.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=165.26">@2:45</a> - <strong>Scott Wolpow</strong>
</p>
<p>
You start waking up with pains that you never knew the night before.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=171.18">@2:51</a> - <strong>JD Leonard</strong>
</p>
<p>
I have a memory of waking up in the middle of the night in severe pain.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=177.54">@2:57</a> - <strong>Scott Wolpow</strong>
</p>
<p>
I slept with my foot wrong somehow. And for four or five days, almost a week actually, I left foot once I couldn't walk.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=223.4">@3:43</a> - <strong>JD Leonard</strong>
</p>
<p>
Does anybody have any agenda topics? I'm decidedly disorganized today.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=233.46">@3:53</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Now I'm seeing... I gotta get to it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=236.5">@3:56</a> - <strong>JD Leonard</strong>
</p>
<p>
I hear an echo.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=244.08">@4:04</a> - <strong>estevenson</strong>
</p>
<p>
I can hear an echo when you talk, but I can't hear it when JD talks.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=251.46">@4:11</a> - <strong>JD Leonard</strong>
</p>
<p>
I can actually hear my own voice echoing. That points to me as the issue.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=259.96">@4:19</a> - <strong>estevenson</strong>
</p>
<p>
Testing, testing, one, two, three, I am not hearing an echo.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=263.58">@4:23</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Same here.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=264.56">@4:24</a> - <strong>JD Leonard</strong>
</p>
<p>
Oh, you know what it is? Somehow the original sound for musicians setting got turned on. That's a weird one.
</p>
<p>
I think we should be back to normal now.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=276.76">@4:36</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Let's see. Yep. Okay, good.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=281.52">@4:41</a> - <strong>JD Leonard</strong>
</p>
<p>
Good morning, Rich.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=284.38">@4:44</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Hey, good morning.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=292.66">@4:52</a> - <strong>JD Leonard</strong>
</p>
<p>
Just put the link to the meeting notes in the chat here. Okay. Good morning. I morning.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=306.72">@5:06</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Thank you.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=333.42">@5:33</a> - <strong>JD Leonard</strong>
</p>
<p>
Rich, do you have any topics for today?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=337.46">@5:37</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Nothing in particular. Yeah, I mean, I haven't done too much with registration yet. I started to branch locally, but haven't done too much work there with our new plan.
</p>
<p>
But to follow up from last week, just the plan there was to basically create a submodule of registration that does...
</p>
<p>
Thanks. The registration of any entity type, just as a prototype, make sure that works, and then we'll see about integrating it into the rest of the module in a future version, but in order to not impact and break existing sites.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=375.58">@6:15</a> - <strong>JD Leonard</strong>
</p>
<p>
Very cool. Morning, James. Well, good afternoon, James.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=390.48">@6:30</a> - <strong>Scott Wolpow</strong>
</p>
<p>
You're muted, James.
</p>
<p>
<strong>ACTION ITEM: Add Rich Gerdes to Google Drive -<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=393.9999"> WATCH</a></strong>
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=394.18">@6:34</a> - <strong>James Shields</strong>
</p>
<p>
Hello, how are you?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=399.2">@6:39</a> - <strong>JD Leonard</strong>
</p>
<p>
All right, all right. Rich, have I not added you to the Google Drive yet?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=410.9">@6:50</a> - <strong>Rich Gerdes</strong>
</p>
<p>
I'm going say I don't think so.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=413.26">@6:53</a> - <strong>JD Leonard</strong>
</p>
<p>
All right. Let me do that, and then you can be recognized at the top of the screen there. That's good.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=454.8">@7:34</a> - <strong>Scott Wolpow</strong>
</p>
<p>
All right.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=456.22">@7:36</a> - <strong>JD Leonard</strong>
</p>
<p>
Well, let's kick it off here. I think we've all met. I am a disorganized today. So I may rely on y'all to help guide the discussion a little bit more than usual.
</p>
<p>
But James, I saw some activity in our wireframes. Do you want to share what you've been working on? on?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=481.86">@8:01</a> - <strong>James Shields</strong>
</p>
<p>
Sure, it hasn't been a huge amount done on it. I've had it a little bit more based on what Bea had done.
</p>
<p>
So I'm hoping to get more into trying to kind of merge that with what we've got in our, what's the document called?
</p>
<p>
<strong>ACTION ITEM: Update Events wireframes per Mock-up Notes; add filters and color-coded calendar -<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=503.9999"> WATCH</a></strong>
</p>
<p>
The document we've got on it anyway.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=511.82">@8:31</a> - <strong>JD Leonard</strong>
</p>
<p>
The mock-up notes. Mock-up notes.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=514.2">@8:34</a> - <strong>James Shields</strong>
</p>
<p>
Thank you. Yeah, I'll, so I was going to work through those. I haven't had as much time on it as I'd hoped, but I will, I will keep kind of ticking away at it.
</p>
<p>
I find it can be a bit of a, a bit of a slow process. Yeah. Yeah. Would you like me to share my screen?
</p>
<p>
If you can, yeah, great. That'd be handy.
</p>
<p>
<strong>SCREEN SHARING: Jd started screen sharing -<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=545.053298"> WATCH</a></strong>
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=545.961">@9:05</a> - <strong>JD Leonard</strong>
</p>
<p>
We can glance at it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=548.521">@9:08</a> - <strong>James Shields</strong>
</p>
<p>
So, yeah, that's the events calendar. So I want to go through, look through what's in our mock-up notes and sort of see how much of this is along the right lines and how much we want to, what's not, I suppose, what's there, what's, how much of what's there is needed and how much we're missing from the mock-up notes.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=592.421">@9:52</a> - <strong>JD Leonard</strong>
</p>
<p>
Sure. Yeah, yeah. I know we've got, you know, some more detailed, you know, fields and things we'd like to show in certain places, right?
</p>
<p>
And getting those on the page will help us figure out if we're on the right track or not.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=606.721">@10:06</a> - <strong>James Shields</strong>
</p>
<p>
Fair. Yeah. What would be nice, I don't know if I've missed it in the Balsamic tool, whether there's somewhere that you can create sort of components that you can then drop in.
</p>
<p>
Because at the moment, so I created the kind of calendar entry as kind of a bunch of discrete elements and then copied and pasted them.
</p>
<p>
But that meant that if something changes on the calendar entry, then you have to kind of replicate that. And I know there's a converted component.
</p>
<p>
Well, let's do that then.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=661.581">@11:01</a> - <strong>estevenson</strong>
</p>
<p>
One thing I'm spotting that's a little bit different is we talked about having kind of image icons or kind of banner images, which I'm totally cool dropping.
</p>
<p>
That's just something I'm noticing isn't inside there. You know, kind of like, yeah, that's potentially a good point of discussion.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=686.181">@11:26</a> - <strong>JD Leonard</strong>
</p>
<p>
I would imagine that would be where, what this space would be, figuring that we're not embedding multiple maps on a page, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=694.621">@11:34</a> - <strong>James Shields</strong>
</p>
<p>
Possibly not. Yeah, no, I think, do we have in the event, do we have a banner in the event as well as an icon or do we just have one?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=711.001">@11:51</a> - <strong>JD Leonard</strong>
</p>
<p>
We do have a banner, but it wouldn't appear on this page. would just appear on the detail page for an event.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=716.041">@11:56</a> - <strong>James Shields</strong>
</p>
<p>
Cool. Yeah, we can do it. I think I was going to put an icon there, and then I thought, ooh, you can have a map there.
</p>
<p>
That might be nice. But yeah, I was having multiple maps would probably be less helpful. So, yeah, I will.
</p>
<p>
We had two pages, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=755.241">@12:35</a> - <strong>JD Leonard</strong>
</p>
<p>
So this is kind of like the list of events page, right? Yes. And then we had one that's like the calendar, like an actual calendar view.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=764.481">@12:44</a> - <strong>James Shields</strong>
</p>
<p>
Okay.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=765.281">@12:45</a> - <strong>JD Leonard</strong>
</p>
<p>
I was interested to see them kind of combined here, which could make some sense, too.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=773.041">@12:53</a> - <strong>James Shields</strong>
</p>
<p>
Um, could do, I know, it could be.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=777.501">@12:57</a> - <strong>JD Leonard</strong>
</p>
<p>
Imagining there might be some, you know, color, color coding. I on the calendar here for when there's actually an event on a date or something that would help you navigate to it, but.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=785.641">@13:05</a> - <strong>James Shields</strong>
</p>
<p>
Yep.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=787.741">@13:07</a> - <strong>estevenson</strong>
</p>
<p>
Trying to figure out how some of the filters we discussed we look on the page might also be kind of good.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=800.501">@13:20</a> - <strong>JD Leonard</strong>
</p>
<p>
Yep. Very cool. All right. Anyone else have something they can volunteer for discussion?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=819.601">@13:39</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Can you put the Bissomic link in the chat, please?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=825.821">@13:45</a> - <strong>JD Leonard</strong>
</p>
<p>
The link to that wireframe is in the notes document. And if you haven't already asked me to invite you to the.
</p>
<p>
Balsamiq Project to collaborate. Please send me your preferred email for that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=846.661">@14:06</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Okay. Nope, I can get into it.
</p>
<p>
<strong>ACTION ITEM: Email JD Leonard re: Balsamiq edit access -<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=850.9999"> WATCH</a></strong>
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=853.961">@14:13</a> - <strong>JD Leonard</strong>
</p>
<p>
All right.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=856.841">@14:16</a> - <strong>Scott Wolpow</strong>
</p>
<p>
I don't have the ability to edit it, but I have the ability to get into it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=861.721">@14:21</a> - <strong>JD Leonard</strong>
</p>
<p>
Oh, well, yeah, just shoot me your email if you'd like to collaborate on it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=868.981">@14:28</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Okay.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=873.241">@14:33</a> - <strong>JD Leonard</strong>
</p>
<p>
And, hey, good morning, Bob. Morning, Steve.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=876.021">@14:36</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
Morning. Sorry I'm late.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=883.321">@14:43</a> - <strong>JD Leonard</strong>
</p>
<p>
All good.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=885.341">@14:45</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
But I need it. Always an impressive feat for us. Oh, my God. Any of us.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=893.681">@14:53</a> - <strong>JD Leonard</strong>
</p>
<p>
We were just reviewing James's wireframe of... of us. Okay. Oh, List of events, and now we are seeking folks with more brainpower to guide our discussion.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=906.801">@15:06</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
I don't know if I got any of that today, but I'm basically trying to catch myself back up.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=916.241">@15:16</a> - <strong>JD Leonard</strong>
</p>
<p>
How about you, Steve?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=918.801">@15:18</a> - <strong>steven.ayers</strong>
</p>
<p>
I have unrelated items.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=921.121">@15:21</a> - <strong>JD Leonard</strong>
</p>
<p>
Yes, that's what I'm looking for.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=924.221">@15:24</a> - <strong>steven.ayers</strong>
</p>
<p>
So there's an issue in the CRM backlog with a merge request to be reviewed for the search API. Not for the API, but for just search, right?
</p>
<p>
The out-of-the-box search that nobody should ever use.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=942.401">@15:42</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
Yeah, right. We need to make sure that works.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=948.781">@15:48</a> - <strong>steven.ayers</strong>
</p>
<p>
I'm just saying, like, right, I don't expect people to... I'm not recommending people to use it over the search API.
</p>
<p>
Bye. ... But I think it has to, like, if we want to be a real project, we have to support the core search module.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=969.021">@16:09</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
That's probably true, as long as it's there.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=976.161">@16:16</a> - <strong>steven.ayers</strong>
</p>
<p>
I don't see a way of them getting rid of it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=979.961">@16:19</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
Yeah, that's not going to happen, at least for a while, I don't think.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=986.261">@16:26</a> - <strong>JD Leonard</strong>
</p>
<p>
Like, I've got a question about, so I'm going to kind of devil's advocate, challenging the premise that we need to integrate with it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=994.821">@16:34</a> - <strong>steven.ayers</strong>
</p>
<p>
Oh, well.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=997.401">@16:37</a> - <strong>JD Leonard</strong>
</p>
<p>
Is, like, if we integrate with it, right, it means we are providing a page that has some fields on it.
</p>
<p>
Sorry, mean, not a page. We're providing search results, right, that have some fields displayed.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1013.8">@16:53</a> - <strong>steven.ayers</strong>
</p>
<p>
Sure.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1016.36">@16:56</a> - <strong>JD Leonard</strong>
</p>
<p>
Is that useful to... Anybody?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1025.24">@17:05</a> - <strong>steven.ayers</strong>
</p>
<p>
I think it's pretty useful to be able to search for an email address and get the contact that it's associated with or, say, the telephone number or something to do with the address.
</p>
<p>
Booyah. I'm sorry, it's not a competition.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1042.56">@17:22</a> - <strong>JD Leonard</strong>
</p>
<p>
Always is.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1050.1">@17:30</a> - <strong>steven.ayers</strong>
</p>
<p>
Anyone else see the Canadian equivalent of the White House press dinner?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1060.7">@17:40</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
No.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1064.98">@17:44</a> - <strong>steven.ayers</strong>
</p>
<p>
Both Pierre Polyev and Noah from 22 Minutes were hilarious.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1071.1">@17:51</a> - <strong>Scott Wolpow</strong>
</p>
<p>
You should watch it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1074.74">@17:54</a> - <strong>JD Leonard</strong>
</p>
<p>
People watch us a lot of CBC.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1078.24">@17:58</a> - <strong>steven.ayers</strong>
</p>
<p>
I cosplay in Canadian pop. So, yeah, I think we need to integrate with it. And I mean, I think search API is just a better mousetrap, but.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1094.26">@18:14</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
So, so Stephen, a question on that. How, what do we have to do to integrate with the search, the Drupal core search?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1102.02">@18:22</a> - <strong>steven.ayers</strong>
</p>
<p>
So, I have this merge request out here where I guess I create some optional views for the search index.
</p>
<p>
Oh, I guess I have some YAML files here for the different indexes for the different content types.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1118.9">@18:38</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
And then like a YAML file for like a search review.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1123.26">@18:43</a> - <strong>steven.ayers</strong>
</p>
<p>
And then some really ugly looking plugin. I know we're alpha. So, I mean, if I broke the module, that could happen, but.
</p>
<p>
It's kind of complex, or it seems complex to me. So I just thought maybe somebody should look at it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1149.28">@19:09</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
Who maintains the core search? You know that subsystem?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1159.34">@19:19</a> - <strong>steven.ayers</strong>
</p>
<p>
You know, I'm hesitant to even look it up because I would hate to find out that it's unmaintained.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1168.04">@19:28</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
Then you would be tempted.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1172.14">@19:32</a> - <strong>steven.ayers</strong>
</p>
<p>
Ah, no. So I could complete the merge request. I don't see it breaking stuff, but it's...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1191.78">@19:51</a> - <strong>JD Leonard</strong>
</p>
<p>
I've got a question just scrolling through it. I see... SQL queries... sorry. I'm I'm I'm sorry. Thank In the plug-in, does that mean it's not compatible with non-SQL backends?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1208.52">@20:08</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Which function are you talking about in particular, like index contact?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1212.42">@20:12</a> - <strong>JD Leonard</strong>
</p>
<p>
status.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1216.84">@20:16</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah, so...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1218.04">@20:18</a> - <strong>JD Leonard</strong>
</p>
<p>
But I see others.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1221.12">@20:21</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1223.8">@20:23</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Update index.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1226.12">@20:26</a> - <strong>steven.ayers</strong>
</p>
<p>
Maybe these could be converted, perhaps, to instead of doing query, they could be updated to use the database...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1237.3">@20:37</a> - <strong>JD Leonard</strong>
</p>
<p>
Build query?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1238.62">@20:38</a> - <strong>steven.ayers</strong>
</p>
<p>
...select methods instead of doing a raw query, because I'm not positive, but my understanding is that those modules that replace SQL with some sort of NoSQL backend are made to work.
</p>
<p>
With, right, the selects and the inserts.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1257.9">@20:57</a> - <strong>JD Leonard</strong>
</p>
<p>
Yeah. Maybe I'm wrong?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1260.0">@21:00</a> - <strong>steven.ayers</strong>
</p>
<p>
But, yeah, so I guess that's a thing.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1266.98">@21:06</a> - <strong>JD Leonard</strong>
</p>
<p>
And actually, that's a more general thing, is we should probably, particularly for CRM, right, feels like supporting non-SQL backends would be a good thing for us to test against, because for performance reasons, right, you've got a lot of contacts, you've got a lot of fields, you've got a whole lot going on, right?
</p>
<p>
A NoSQL back end would make a lot of sense for some cases.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1292.36">@21:32</a> - <strong>steven.ayers</strong>
</p>
<p>
Which one, though? I mean, which one is stable? Is there one that's stable?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1299.54">@21:39</a> - <strong>JD Leonard</strong>
</p>
<p>
I don't know about stable. mean, Core, I think Core supports them, right? No? No? No.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1306.4">@21:46</a> - <strong>steven.ayers</strong>
</p>
<p>
There's a MongoDB community module, and there's also a community module to support Microsoft SQL as a back end. But there is no core support for anything that's not a SQL database.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1320.0">@22:00</a> - <strong>JD Leonard</strong>
</p>
<p>
But I mean, core doesn't require a SQL backend is what I mean, right? It has a pluggable, you know, database API that allows you, allows a contributed project like MongoDB to work, right?
</p>
<p>
Usually the issue is contributed modules that do things like have queries in the...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1341.28">@22:21</a> - <strong>Scott Wolpow</strong>
</p>
<p>
I have built over D8 that goes into MongoDB and does a search and returns all the keys so you can search on the keys and get the values.
</p>
<p>
I can update that to a D10, D11. But it absolutely...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1361.26">@22:41</a> - <strong>JD Leonard</strong>
</p>
<p>
Certainly testing against a real site would be helpful, but I'm just thinking, I mean, MongoDB was the one that came to mind, right?
</p>
<p>
Well, I have to give it a real site.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1369.46">@22:49</a> - <strong>Scott Wolpow</strong>
</p>
<p>
I can rebuild it. I got to rebuild the database and so forth because the client left. I got rid of the database because it was a pain and it was old.
</p>
<p>
But I got to update the... MongoDB to the current one and connect it to Atlas rather than having my own server running it, but it queried by a user with ACL into a MongoDB and returns all the results.
</p>
<p>
But that's just for data in the MongoDB. That's not using MongoDB as the primary Drupal database.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1402.34">@23:22</a> - <strong>steven.ayers</strong>
</p>
<p>
I think this is something that we should be worried about when we have actual users. Just to do some quotes here from the link, Drupal 8, NoSQL distribution, header one, here be dragons.
</p>
<p>
I don't think any of the other text really matters, but...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1427.24">@23:47</a> - <strong>JD Leonard</strong>
</p>
<p>
I don't think it's a serious concern.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1433.9">@23:53</a> - <strong>steven.ayers</strong>
</p>
<p>
I feel like supporting NoSQL solutions is something that we should be more concerned about when we have users. sites to be concerned about.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1442.12">@24:02</a> - <strong>Scott Wolpow</strong>
</p>
<p>
Well, we supporting NoSQL as amounts of data that's outside the normal Drupal database, or like this one, this one to do a distribution that uses MongoDB as opposed to MySQL and MariaDB or Postgres?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1461.94">@24:21</a> - <strong>steven.ayers</strong>
</p>
<p>
Well, they're no longer maintaining that distribution.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1468.52">@24:28</a> - <strong>Scott Wolpow</strong>
</p>
<p>
So when I looked into doing a pure MongoDB version, I found the barriers where far too many modules had SQL code and SQL commands built right into it, rather than using the database extraction layer, and there's just too many of them that would break things.
</p>
<p>
So I don't know if that's changed or not, but I don't think so.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1493.66">@24:53</a> - <strong>steven.ayers</strong>
</p>
<p>
I think it's the same. Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1496.96">@24:56</a> - <strong>JD Leonard</strong>
</p>
<p>
I take your point, Steve, like maybe we shouldn't invest. Best effort in testing against it necessarily, although if Scott were to go find that there's some problem that we can easily fix, like, that'd be nice to do.
</p>
<p>
But we probably should just, as in general, we're always trying to follow best practices, right? Use the database abstraction layer unless we've got a, you know, very good reason not to, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1520.1">@25:20</a> - <strong>steven.ayers</strong>
</p>
<p>
I don't mean to hit on anyone's parade. think Core also does this in the search module for Node.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1526.48">@25:26</a> - <strong>JD Leonard</strong>
</p>
<p>
Really? So, I mean, it's certainly not the same query, but... Boo.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1538.6">@25:38</a> - <strong>steven.ayers</strong>
</p>
<p>
Some of it I'm just throwing HTML in there, I guess, for some reason.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1545.02">@25:45</a> - <strong>JD Leonard</strong>
</p>
<p>
So in other words...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1546.22">@25:46</a> - <strong>steven.ayers</strong>
</p>
<p>
Oh, I didn't want to write a template. That's what's happening here. And I incorrectly chose to use H1 tags instead of H2, so...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1557.96">@25:57</a> - <strong>Scott Wolpow</strong>
</p>
<p>
So this needs work.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1560.74">@26:00</a> - <strong>steven.ayers</strong>
</p>
<p>
That's what you're saying. I think maybe, JD, you could work it. No?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1572.16">@26:12</a> - <strong>JD Leonard</strong>
</p>
<p>
Maybe add a template? Do you have it working locally? Do you want to demo what it looks like?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1579.56">@26:19</a> - <strong>steven.ayers</strong>
</p>
<p>
I mean, it works on a different local machine.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1585.26">@26:25</a> - <strong>James Shields</strong>
</p>
<p>
So, I mean, I'd have to check it out.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1588.42">@26:28</a> - <strong>JD Leonard</strong>
</p>
<p>
Nice loophole. Create a new thing.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1593.84">@26:33</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
Sounds like a table for later. Fair enough.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1599.72">@26:39</a> - <strong>James Shields</strong>
</p>
<p>
I mean, it sounds like...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1600.68">@26:40</a> - <strong>steven.ayers</strong>
</p>
<p>
one of these. Go ahead.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1603.1">@26:43</a> - <strong>James Shields</strong>
</p>
<p>
Sorry, I didn't mean to interrupt. As you were going say, it might not be a bad idea to have an issue open to convert hard-coded SQL into structured queries, but not...
</p>
<p>
not... might don't... Necessarily, make it a very hyper, or certainly make it a blocker to a stable release.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1630.56">@27:10</a> - <strong>steven.ayers</strong>
</p>
<p>
Speaking of blockers to stable releases, I guess I have failing tests. That's a problem. When did the test start fail?
</p>
<p>
Oh, maybe. Well, so we also want to add view support to the primary entity reference before we make a beta release, because, well, you know, some people might want to use views.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1662.04">@27:42</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
Maybe.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1667.32">@27:47</a> - <strong>steven.ayers</strong>
</p>
<p>
But that one does need a little bit of work. Some of the tests, the tests pass in some versions of Drupal and fail in others, so.
</p>
<p>
I mean, I don't have anything else really to add, right? Those are my two.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1694.76">@28:14</a> - <strong>JD Leonard</strong>
</p>
<p>
You say there's some tests failing. you know why?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1699.32">@28:19</a> - <strong>steven.ayers</strong>
</p>
<p>
I mean, they say why, but I haven't, like, looked into it. Call the member function on null. They were previous minor and previous major, so I may have also been thinking to myself, maybe we just don't support those versions.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1725.84">@28:45</a> - <strong>JD Leonard</strong>
</p>
<p>
Previous major being 11.1?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1731.28">@28:51</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah, I guess maybe previous minor might be important, but, yeah, I don't know. Previous major, I guess, at this point would be 10.5.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1740.0">@29:00</a> - <strong>JD Leonard</strong>
</p>
<p>
Oh, we're testing against Drupal 10? Oh, this is primary entity reference, not CRM.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1746.56">@29:06</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1750.0">@29:10</a> - <strong>JD Leonard</strong>
</p>
<p>
Well, it states that it works with Drupal 11.1 and higher. So I agree we probably don't need to test previous major.
</p>
<p>
mean, I'm just looking at those.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1765.46">@29:25</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah, okay, so I have a leak and drop, though. At least one of them. The major previous, I guess, could be dropped from the pipeline.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1774.28">@29:34</a> - <strong>JD Leonard</strong>
</p>
<p>
Yeah, previous minor seems valuable.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1790.74">@29:50</a> - <strong>steven.ayers</strong>
</p>
<p>
Also, I was trying to figure out how one would do a contextual filter for primary. And I guess since it's really only a Boolean value, you'd have to be able to stack it with some other contextual filter.
</p>
<p>
And I just don't know if those are really used that way, right? Like, I don't know, maybe I'm wrong, but.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1821.76">@30:21</a> - <strong>JD Leonard</strong>
</p>
<p>
Not sure I followed that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1825.74">@30:25</a> - <strong>steven.ayers</strong>
</p>
<p>
Right, so you'll have, like, a filter for a view that uses some argument, say, in the URL, right? Like a node ID.
</p>
<p>
And so it does that, right? Like you would expect the entity reference field to do. But, you know, would we also need to support, say, an argument for primary?
</p>
<p>
I don't know exactly how, I don't know, that's another URL argument? One or zero slash the node ID? Or I guess maybe a query?
</p>
<p>
Argument, I guess it doesn't really matter where, to then filter to only show primary, but I'm sort of getting lost in how to combine that in a useful manner with, you know, something that would make sense.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1877.14">@31:17</a> - <strong>JD Leonard</strong>
</p>
<p>
Do we already have a filter plugin that filters to primary?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1882.06">@31:22</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah. So I'm just talking about a content.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1887.74">@31:27</a> - <strong>JD Leonard</strong>
</p>
<p>
Yeah, yeah. I mean, it seems like it would be best practice to provide that. It seems perhaps less likely to be used, but, you know, for full support, it would be good.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1904.14">@31:44</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah, I'm just struggling with how to, like, wrap my head around doing that as, like, a use case or, like, you know.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1914.3">@31:54</a> - <strong>JD Leonard</strong>
</p>
<p>
As a use case or how to implement it?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1916.78">@31:56</a> - <strong>steven.ayers</strong>
</p>
<p>
Sort of both.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1919.0">@31:59</a> - <strong>JD Leonard</strong>
</p>
<p>
We haven't gotten to the important.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1925.22">@32:05</a> - <strong>steven.ayers</strong>
</p>
<p>
It's only the primary part about it, though, that I guess is missing. So I don't know if that's super relevant.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1933.54">@32:13</a> - <strong>JD Leonard</strong>
</p>
<p>
All right. Let me come up with a use case for you. You always love when I do that, right?
</p>
<p>
But I've got a left side of the page that's showing me information about, let's say, a list of contacts or something, a view of the list of contacts.
</p>
<p>
And I select one, and now on the right-hand side, I've got something that appears that's a view listing their primary contact information.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1975.34">@32:55</a> - <strong>steven.ayers</strong>
</p>
<p>
When you select your first contact, is that a form that submits something?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1982.9">@33:02</a> - <strong>JD Leonard</strong>
</p>
<p>
I'm imagining, and I'm blanking on the module, but I might use one of those, like, views. It's not views, field views.
</p>
<p>
It's one of those confusingly named modules.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=1997.58">@33:17</a> - <strong>steven.ayers</strong>
</p>
<p>
Could we maybe not use exotic modules in our examples?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2001.46">@33:21</a> - <strong>JD Leonard</strong>
</p>
<p>
Well, no, I'm coming up with just a use case so that you feel mildly motivated to proceed with the contextual filter.
</p>
<p>
Or let's just say it's...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2011.96">@33:31</a> - <strong>steven.ayers</strong>
</p>
<p>
wanted to reference a contact detail, but only the primary... It's not really the URL.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2020.92">@33:40</a> - <strong>JD Leonard</strong>
</p>
<p>
...argument in the context. Let me try a different argument. Well, I'm blanking.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2031.06">@33:51</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, you're saying, JD, basically you want to be able to have a new list of contacts, right? And you select one of them, and the screen splits in half.
</p>
<p>
And on the right-hand side of your screen, you see the contact's information, right? And you're actually saying that, like, not But it doesn't actually require a contextual filter.
</p>
<p>
Well, that's what I'm asking your question. You're looking to see just a view part of your summary of your contact, which could be done with, like, a fly-out sidebar thing, right, that we have, right?
</p>
<p>
But you almost want, like, a split screen for viewing that, like, you have the record, which is just the name, and then you want to see all the information.
</p>
<p>
And, yeah, you do a student, and want to see their parent, and you want to see all that other stuff for them.
</p>
<p>
But, yeah, it's close to this with contextual filters. If you, say, for example, have a view on a family, right, and you want to see all contacts in that family, the contacts for the contextual filter would be the view of the page you're viewing, right?
</p>
<p>
When you're rendering that? Kind of, depends on how you look at that relationship. Kind
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2104.14">@35:04</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah, you could pass arguments as, URL parameter or something else, but, right, that's going to be like the contact ID that's being referenced, not the primary part of it, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2122.98">@35:22</a> - <strong>Rich Gerdes</strong>
</p>
<p>
And, yeah, you'd be selecting that contact as the scope, as the contextual filter, following a relationship on it to get the primary contact and rendering that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2136.48">@35:36</a> - <strong>steven.ayers</strong>
</p>
<p>
Well, we use relationships which don't use the primary entity reference fields, so, right, we're all struggling to come up with a use case for the primary part of a contextual filter, so, I'm thinking maybe it can be merged.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2158.24">@35:58</a> - <strong>JD Leonard</strong>
</p>
<p>
I certainly don't think we should block. The issue on it, maybe there could be a follow-up, but I don't think anyone's like a use case.
</p>
<p>
<strong>ACTION ITEM: Review CRM core search MR and Primary Entity Reference Views MR; post comments -<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2175.9999"> WATCH</a></strong>
</p>
<p>
Yeah, everyone's like, yeah. So Steve is seeking volunteers to review those two issues. Does anybody game to dive in a little?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2203.98">@36:43</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah, we can come back to that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2206.14">@36:46</a> - <strong>JD Leonard</strong>
</p>
<p>
All righty.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2209.18">@36:49</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
I got them up on the screen. I'll make a quick review and comment anyway.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2220.0">@37:00</a> - <strong>steven.ayers</strong>
</p>
<p>
I think I'm to work on the CRM case module next, right? That project to try to get an alpha release of something that uses CRM as a dependency.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2232.84">@37:12</a> - <strong>JD Leonard</strong>
</p>
<p>
Do you want to explain for people what you're talking about with CRM case?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2238.26">@37:18</a> - <strong>steven.ayers</strong>
</p>
<p>
No, I thought I would just use more acronyms and try to obscure it a bit more. So, right, we've got CRM as a project.
</p>
<p>
It's not at all related to CRM core, just similarly named. There are some other projects out there, though, that do use CRM as a dependency, but there's not even alpha releases of those.
</p>
<p>
So, I mean, I'm not looking to move mountains here, but it seems like maybe having an alpha release of something that uses CRM would maybe be a good watermark, as it were.
</p>
<p>
We're making a beta release of CRM. Thank
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2283.84">@38:03</a> - <strong>JD Leonard</strong>
</p>
<p>
Do you want to explain to people what CRM case is?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2288.96">@38:08</a> - <strong>steven.ayers</strong>
</p>
<p>
It's a way for checking if you're using upper or lowercase in your text fields.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2297.88">@38:17</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
That's not true, is it? Wait a minute.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2303.6">@38:23</a> - <strong>JD Leonard</strong>
</p>
<p>
He's just checking to see if you're listening.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2307.28">@38:27</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
Oh, boy.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2309.26">@38:29</a> - <strong>JD Leonard</strong>
</p>
<p>
You're passed, Bob.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2311.02">@38:31</a> - <strong>steven.ayers</strong>
</p>
<p>
You need to provide support to people or, I guess, maybe bots. And that usually involves filling out some sort of issue or ticket or incident.
</p>
<p>
Drupal, do call them issues. So I don't know what they're called in GitLab, so questions. Anywho, so I thought it would be useful to have something to do case management.
</p>
<p>
You might just have individuals, but they might also belong to an organization, and the organization's your actual client, so, you know, stuff.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2358.58">@39:18</a> - <strong>Bob Snodgrass</strong>
</p>
<p>
I mean, it's not a related thing to, I don't think, a membership organization, though.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2367.8">@39:27</a> - <strong>steven.ayers</strong>
</p>
<p>
No, no, so CRM membership is a separate project that also uses CRM as a dependency, and I suppose if you really wanted to, and there was, you know, function versions of both software, maybe your members could then open up issues, right, if they would have permissions, but it's not, it's just coincidental, it's not required.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2392.72">@39:52</a> - <strong>Rich Gerdes</strong>
</p>
<p>
I mean, think there definitely can be cases for that, right, where, for example, if you run an HOA. Right.
</p>
<p>
Right. Right, or an apartment complex, your members or your residents, if they need a thing fixed on their house or on their apartment, that's a case, right?
</p>
<p>
You know, technically it could be like, you know, it's a work order, it should be a work order management system, but if you're doing it simple, yeah, I mean, there's definitely a valid scenario when someone may be doing something on behalf of, you know, the apartment unit versus being themselves.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2430.28">@40:30</a> - <strong>steven.ayers</strong>
</p>
<p>
You know, it's bundable, so like you can create different types, and I mean, it's not intending to be, it's definitely intending to like provide some sort of solution where CRM really is just sort of holding your data for you, but it's also, I'm hoping to be extensible enough where it could be used for more than just one particular type of support or assistance.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2460.84">@41:00</a> - <strong>JD Leonard</strong>
</p>
<p>
Very cool. Anything else on your list, Steve?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2467.52">@41:07</a> - <strong>steven.ayers</strong>
</p>
<p>
I don't think, I don't know, maybe there was some other stuff in CRM, but I don't.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2473.04">@41:13</a> - <strong>JD Leonard</strong>
</p>
<p>
We had the discussion around contact type subtypes.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2484.8">@41:24</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah, I mean, yeah, it's complicated.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2488.18">@41:28</a> - <strong>JD Leonard</strong>
</p>
<p>
It is complicated, but I feel like maybe more brains would help on that one. But I wanted to validate, I wanted to validate, like, something and just see if I'm on the right track here, right?
</p>
<p>
So, oh, I don't know if my brain can do that today. Let's see what I wrote. Oh, right. Okay.
</p>
<p>
So, Sven had in our thread from last week, we were going back and forth about, you know, is there a use case for providing CRM, a CRM specific, you know, mechanism for supporting sets of fields that apply to some contacts and not others, right?
</p>
<p>
And he said, well, hey, you could just use ECK, right? To add that, right? With maybe inline entity field or something like that.
</p>
<p>
And what occurred to me is the piece that's missing is around CRM specific functionality, like access control, right? Where the assumption would be, I think.
</p>
<p>
That those fields should have a similar access control as just normal fields that are on the contact. But if a site builder goes and uses ECK to add them, right, they're lacking that connection, right, to the access control system provided by CRM that, for example, allows a user who's linked to a contact to have access to edit their fields, right?
</p>
<p>
And I'm wondering if that is sort of the more solid, concrete, hard-to-work-around example for why something like this should exist.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2623.76">@43:43</a> - <strong>steven.ayers</strong>
</p>
<p>
I haven't installed the profile module, so if you could do that live for us and demo the features.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2633.98">@43:53</a> - <strong>JD Leonard</strong>
</p>
<p>
All right. Give me a minute.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2636.72">@43:56</a> - <strong>steven.ayers</strong>
</p>
<p>
I mean, while you're doing that, I will... I will use the time wisely and share with the group. This hour has 22 minutes.
</p>
<p>
Oh, I guess that's just pure Polly Ev. It's not so much. You're a terrible person. It's not the 22 minutes channel, but they're both in the video.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2678.91">@44:38</a> - <strong>JD Leonard</strong>
</p>
<p>
It's the Canadian Rickroll here.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2689.77">@44:49</a> - <strong>steven.ayers</strong>
</p>
<p>
I don't know what Barenaked Ladies song that would be, but I know it would have to be by Barenaked Ladies.
</p>
<p>
Thank you. Thank you. So while you're installing the profile module, I will acknowledge that relationships are not the most intellectually stimulating place to put this data.
</p>
<p>
But just thinking from a do-not-repeat-yourself standpoint, the data's there. It seems like half the time when you're referencing what you'd want these sort of other profiles to be, there's sort of an implicit relationship to the default contact, the default organization.
</p>
<p>
And that's a single integer, so I'm not seeing a huge lift from a data model perspective for that, you know, to be there.
</p>
<p>
So does it really then just come down to some fancy code to arrange some data onto a view or some other, you know?
</p>
<p>
Right, this isn't that much different than how we use contact details. And, you know, right, they're separate entities. But we make it appear as if they're, they are part of the data model, but we make it appear as if they're part of the contact entity.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2791.41">@46:31</a> - <strong>JD Leonard</strong>
</p>
<p>
I don't know exactly what all else we do there. Like, um, oh, hold on. Well, simply test is failing to install profile.
</p>
<p>
I guess I'm going local. Sorry, I can't do more than one thing at a time at the moment.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2822.21">@47:02</a> - <strong>steven.ayers</strong>
</p>
<p>
If somebody doesn't take over speaking, go.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=2825.99">@47:05</a> - <strong>JD Leonard</strong>
</p>
<p>
Please do. Thank Thank Thank you.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3017.33">@50:17</a> - <strong>steven.ayers</strong>
</p>
<p>
You want to know what I'm really not looking forward to? Securing PII information. That's a nightmare. All the data is PII.
</p>
<p>
Do you have any idea how you're supposed to search and find data when it's all encrypted? Oh, there are methods.
</p>
<p>
But oh, is it terrible.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3052.73">@50:52</a> - <strong>JD Leonard</strong>
</p>
<p>
Typically, don't need to encrypt all PII, right? Usually, it's the most sensitive PII that gets encrypted.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3060.01">@51:00</a> - <strong>steven.ayers</strong>
</p>
<p>
Um, well, integers for data references will not be encrypted in the database, right? So entity reference fields won't be encrypted.
</p>
<p>
Timestamps for created and updated, I would assume also not to be encrypted. I would assume everything else could be encrypted.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3092.81">@51:32</a> - <strong>JD Leonard</strong>
</p>
<p>
well, you, you could, you could encrypt it, but what I'm saying is, would that typically be done in the application logic versus just having the data be encrypted at rest along with the whole database?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3108.57">@51:48</a> - <strong>steven.ayers</strong>
</p>
<p>
Well, uh, both.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3113.01">@51:53</a> - <strong>Rich Gerdes</strong>
</p>
<p>
My, my, my understanding is typically it only has to be encrypted at rest. Um, is the, like, physical. Physical requirement from PII, also reducing or minimizing the visibility or access to that from within the application, right?
</p>
<p>
So only users who should have access to PII should see PII within the web interface, basically. Like those are the guidelines from like a requirements perspective.
</p>
<p>
I mean, I think when it comes to encryption in the database, that's a question of, you know, is it, are there cases where you would need access to something, you know, in a backup, like, yeah, restoring and transmitting backups or exports or something that you'd want encrypted, which I would assume it's not the responsibility of us as the developers to worry about, but the site builder, if they need to encrypt something, would be the one to take care of that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3172.57">@52:52</a> - <strong>Scott Wolpow</strong>
</p>
<p>
When would you be able to search for like social security numbers? Generally speaking, very, very few people get access to that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3181.13">@53:01</a> - <strong>steven.ayers</strong>
</p>
<p>
Well, yeah, well, and if you want to search for a social security number, you can't encrypt it in a database and still be able to search for With a social security number in particular, since it's a fixed length and you would be entering the whole number, you then encrypt the search term and then search for the encrypted term.
</p>
<p>
It's not elegant, but it works.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3207.41">@53:27</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, I'm not sure. Yeah, if you're entering and searching for the whole social security number and using this, the same way you look up a password, yes, for a social security number for, yeah, other fields that may or may not work that way.
</p>
<p>
But yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3222.33">@53:42</a> - <strong>steven.ayers</strong>
</p>
<p>
Now, this is not something that is like a blocking issue that we're looking to address. This is a thought, not quite a thought experiment, but just, huh, to compete with Salesforce.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3237.59">@53:57</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, mean, I think the minimal requirements of. Yeah. It should be encrypted at rest are the main thing that we should support.
</p>
<p>
If someone wants to install the field encrypt module, and I would expect the field encrypt module to handle searching in encrypted fields.
</p>
<p>
I wouldn't think that would be something we would have to implement as the CRM module developers. But I'm not thinking it would be part of the CRM project.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3262.65">@54:22</a> - <strong>steven.ayers</strong>
</p>
<p>
It would be its own project. Well, yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3266.79">@54:26</a> - <strong>Rich Gerdes</strong>
</p>
<p>
And there is a Drupal field encrypt module.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3270.25">@54:30</a> - <strong>steven.ayers</strong>
</p>
<p>
There is, and it uses the, I believe, like the encrypt project, right, for the API. Those are the keys.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3277.63">@54:37</a> - <strong>Rich Gerdes</strong>
</p>
<p>
So it's really just adding to that ecosystem.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3281.33">@54:41</a> - <strong>steven.ayers</strong>
</p>
<p>
But I don't have anywhere else to put the issue to, like, you know, track it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3286.95">@54:46</a> - <strong>Rich Gerdes</strong>
</p>
<p>
But this question is, what are we saying that CRM would need to do to encrypt that? Like, what is CRM's-to-date field perspective?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3297.97">@54:57</a> - <strong>steven.ayers</strong>
</p>
<p>
Again,- Um, again, it's not in urgent issue, it's just something to think about or look at if you're interested.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3306.29">@55:06</a> - <strong>Scott Wolpow</strong>
</p>
<p>
The only time I ever had to show PII was building in Joomla a site for a cruise company, cruise travel agencies, and at the time, none of the cruisers had APIs.
</p>
<p>
So if someone signed up, they'd have put the full credit card in there, then the agent, when they go to book it, has to literally unlock that, see it, copy and paste into their portal to book the trips.
</p>
<p>
That's the only time I've ever had to show PII. The only other time we had to search for that is that if you pull the user up and typed in the social security number, it confirmed whether or not it was correct or not.
</p>
<p>
And I was really against that, but they insisted. I don't think you, I don't know of any other instances why you would ever want to see the PII other than the last four of the, um, Well, we are intending to track birthdays in the system, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3376.99">@56:16</a> - <strong>Rich Gerdes</strong>
</p>
<p>
A birthday is technically PII.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3379.23">@56:19</a> - <strong>steven.ayers</strong>
</p>
<p>
Yep.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3380.27">@56:20</a> - <strong>Rich Gerdes</strong>
</p>
<p>
You know, address is technically PII. Um, that is all, I mean, even names are technically PII. So, you know, I, Drupal technically, you know, if you put your user's full name in the, the user field for user entity, that is technically PII.
</p>
<p>
Now the question is how, where do we draw a line on us needing to protect that information versus a site builder protecting that, right?
</p>
<p>
If we're, we're accepting birthdays, maybe we should be for accepting phone numbers and addresses, maybe we should be, I, you know, I don't know if that's something that's necessarily in our scope or just requires us saying we are.
</p>
<p>
Storing this information, right? You know, do with this as needed. I think there's a second level to PII, which is like the sensitive information.
</p>
<p>
And that's, yeah, like passport numbers, driver license numbers, bank account numbers, credit card numbers, all those kind of things where you can actually, you know, that's someone's physical identity.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3444.75">@57:24</a> - <strong>Scott Wolpow</strong>
</p>
<p>
And those are the sort of things that, yeah, you think you wouldn't display to most users.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3449.25">@57:29</a> - <strong>Rich Gerdes</strong>
</p>
<p>
You'd have to hide and, you know, reveal them only when needed. That might just be as simple as a display layer thing and telling people to encrypt stuff.
</p>
<p>
But are we currently planning on providing any of that out of the box?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3470.01">@57:50</a> - <strong>steven.ayers</strong>
</p>
<p>
I mean, it should depend on the question of we.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3473.71">@57:53</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, is CRM as a project providing that information, right? No.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3478.47">@57:58</a> - <strong>steven.ayers</strong>
</p>
<p>
be No.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3479.17">@57:59</a> - <strong>Scott Wolpow</strong>
</p>
<p>
No.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3480.01">@58:00</a> - <strong>steven.ayers</strong>
</p>
<p>
In the same way, it also doesn't handle similarity and merging entities, right? It doesn't provide that out of the box, but as a community to have a functioning Drupal CRM, there should be some sort of similarity module that will compare the similarities of entities, and there's an entity merge module that will then merge entities, right?
</p>
<p>
So there's some sort of maybe plug-in support at the outer limits.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3512.69">@58:32</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, I mean, someone theoretically could build, right, if you're managing drivers, right, you need to know driver's license numbers for paperwork, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3521.33">@58:41</a> - <strong>steven.ayers</strong>
</p>
<p>
You might theoretically use your CRM to track that, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3525.15">@58:45</a> - <strong>Rich Gerdes</strong>
</p>
<p>
That might not be something we're providing out of the box, same thing we said with the, you know, social security number or passport number, right?
</p>
<p>
You might need that information as part of your CRM, but it's not something we're necessarily providing out of the box.
</p>
<p>
At which point, maybe just a guidance on...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3540.01">@59:00</a> - <strong>steven.ayers</strong>
</p>
<p>
And here's the field encrypt module and how to use it is enough for CRM to take a separate module, a separate project that handles searchable encryption.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3551.05">@59:11</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, I mean, I would think that would be part of the field encrypt module should be handling that. I wouldn't think that would be something CRM would handle.
</p>
<p>
But yeah, maybe a third module that's not directly field encrypt. I don't know how field encrypt does querying encrypted values.
</p>
<p>
Be curious. It doesn't. Yeah, so anyways, yeah, I think it's out of scope for CRM itself, but in scope for the community, I would, you know, would be my take.
</p>
<p>
And then CRM would just, it could provide a CRM encrypt module or something that gives you guidance on how to use it, but probably what you use it for.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3591.29">@59:51</a> - <strong>steven.ayers</strong>
</p>
<p>
If at all.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3592.83">@59:52</a> - <strong>JD Leonard</strong>
</p>
<p>
All right, who wants to look at profile?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3596.57">@59:56</a> - <strong>steven.ayers</strong>
</p>
<p>
I was hoping to talk more about how Mark Carney. I don't Couser does not do certain stuff.
</p>
<p>
<strong>SCREEN SHARING: Jd started screen sharing -<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3601.594396"> WATCH</a></strong>
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3601.85">@1:00:01</a> - <strong>JD Leonard</strong>
</p>
<p>
That answers my question. Everyone. All right, so I installed Profile and I installed inline entity reference. Profile has types.
</p>
<p>
So I created two types, a staff profile and a volunteer profile. The Profile module provides the ability to limit access to the profiles by role, to allow profiles of a type to be revisioned, to allow multiple profiles per user.
</p>
<p>
of a given type, and you can optionally include it in the user registration form. They're fieldable. I added. Two fields.
</p>
<p>
And there are two ways that they are exposed if you go to edit your profile. One is it's got these local tasks here.
</p>
<p>
So there's a different path, right, specific to each profile type that lets you edit or create the profile of that type for a user.
</p>
<p>
So if I want to add some skills for the volunteer, what are skills? Engineering, quite a skill. Plumbing, there we go.
</p>
<p>
We got some skills. I like to volunteer. So now there is a profile. Associated with that user. You can edit it.
</p>
<p>
You can. In the admin, there is a profiles tab here with a view listing all the profiles in the system and who owns them.
</p>
<p>
The other way that you can edit a profile is I went to manage form display and I added the profiles there using an inline entity form widget.
</p>
<p>
This is just a simple widget. So, I mean, in a nutshell, that is what profile does. You're on mute, Steve.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3784.13">@1:03:04</a> - <strong>steven.ayers</strong>
</p>
<p>
Does this somehow work with the entity display then as well?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3790.17">@1:03:10</a> - <strong>JD Leonard</strong>
</p>
<p>
Sure. I'm in the wrong place. Configuration.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3816.15">@1:03:36</a> - <strong>steven.ayers</strong>
</p>
<p>
And so it says profile. So presumably if you allowed more than one profile, they would all just be listed there?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3826.91">@1:03:46</a> - <strong>JD Leonard</strong>
</p>
<p>
I would assume so.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3831.71">@1:03:51</a> - <strong>steven.ayers</strong>
</p>
<p>
So these fields then, these are just fields? They're computed fields maybe?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3838.51">@1:03:58</a> - <strong>JD Leonard</strong>
</p>
<p>
You mean how do they get? Get exposed in this interface?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3842.17">@1:04:02</a> - <strong>steven.ayers</strong>
</p>
<p>
Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3845.19">@1:04:05</a> - <strong>JD Leonard</strong>
</p>
<p>
Yeah, I would imagine computed fields. I mean, not computed field as in the concrete project computed field, but as an easy Yeah, I you can technically add anything that's not a field to this.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3854.63">@1:04:14</a> - <strong>Rich Gerdes</strong>
</p>
<p>
You just have to have a, it's called a display, like, entity extras. And I don't know if that's how they implement it, but you can add your own lists here for, like, content moderation and stuff.
</p>
<p>
That's how they do it. And, but yeah, I think it's just looking up the profile based on that. it's sort of expensive, like, commerce uses profiles.
</p>
<p>
They're just, like, fieldable entities. Commerce uses them for, like, managing addresses during checkout and stuff. Typically, there's an address profile, and then you can have different addresses you want to switch between with your name and your phone number and your address or whatever and name them and all that kind of stuff.
</p>
<p>
So, like, my home profile versus my work profile? Yeah. Or if you have different family members you might be shipping to, you can have different contact info for them.
</p>
<p>
Do you want to demonstrate this showing up on the user?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3908.89">@1:05:08</a> - <strong>JD Leonard</strong>
</p>
<p>
Oh, yes, I did briefly. Where did it go? Here it is. Well, on the view, yeah. There it is.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3918.97">@1:05:18</a> - <strong>steven.ayers</strong>
</p>
<p>
So if I were to propose then that there would then be some sort of checkbox made or option added to relationship types, to make it profilable, I don't know, we'll work on the nouns or the verbs, but and then similar options, right, allow, right, we already have an issue out there on whether or not to allow multiple or to limit the relationships, right, on each side, right, I think we, just as a use case, you might want to limit employment to one, or maybe you might want to limit there to only be two parents to one child.
</p>
<p>
Again, just. Just examples of how that could be used, similar to what we just saw there. So, right, and then just re-implement the same stuff, but use relationships minus the other, right?
</p>
<p>
We wouldn't show the contact field, I would assume, or the contacts field from the relationship if it's, quote, profilable.
</p>
<p>
But we could then do the same thing on the contact.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=3993.67">@1:06:33</a> - <strong>JD Leonard</strong>
</p>
<p>
So I have no doubt, right, that data could be stored, right, as relationships. But I don't think this data is relationship data.
</p>
<p>
Like, my overall volunteer profile, not my profile as a volunteer for a specific... organization, right? I don't think belongs in a relationship.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4025.13">@1:07:05</a> - <strong>steven.ayers</strong>
</p>
<p>
Who would this... So you're volunteering your plumbing skills, right? You're going to go pump or something? I don't know what you're volunteering to do, but...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4036.93">@1:07:16</a> - <strong>JD Leonard</strong>
</p>
<p>
Yes.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4037.85">@1:07:17</a> - <strong>steven.ayers</strong>
</p>
<p>
Just so like I've got to... So for example, JD, I have a two-bathroom house and I started a remodel a few years ago and I have it about 95% done.
</p>
<p>
You want to come over and replace my toilet? No? It's only to like causes maybe, not just anyone in the public?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4062.25">@1:07:42</a> - <strong>JD Leonard</strong>
</p>
<p>
Okay. I'm confused. Where are we going with this?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4071.43">@1:07:51</a> - <strong>steven.ayers</strong>
</p>
<p>
Well, you're volunteering to do plumbing and I'm asking you to come to my home and do plumbing since you're volunteering.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4080.01">@1:08:00</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, he volunteered for the organization that owns this instance of the CRM, right? Ah, so there is a contact associated with it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4089.45">@1:08:09</a> - <strong>JD Leonard</strong>
</p>
<p>
I don't think that there is. This is not me volunteering, right? This is information about me as a volunteer, not specific to an organization.
</p>
<p>
I understand that this website is hosted by an organization, right? But in my mind, that is, well, there may be cases, right, where the information is about my relationship to that organization.
</p>
<p>
There are also cases where it's not about a relationship.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4120.63">@1:08:40</a> - <strong>Rich Gerdes</strong>
</p>
<p>
So say, for example, we replace this with a fun facts profile, and we talk about JD's favorite types of dogs, or worst favorite types of dogs, right?
</p>
<p>
That information is not associated with an organization, but the owner of the CRM tool wants to know that when he chats with JD,
</p>
<p>
You should mention chihuahuas or not mention chihuahuas.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4144.83">@1:09:04</a> - <strong>steven.ayers</strong>
</p>
<p>
And a field would not be able to fulfill this because...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4151.37">@1:09:11</a> - <strong>JD Leonard</strong>
</p>
<p>
So to extend that scenario, because there are only some types of people for which the owner of this website wants to track that information, and they don't want every person to have a little field there, right, about their dog interests or whatever it is.
</p>
<p>
So, right, like, if I've got... The whole concept, right, is that we have to imagine there are multiple types of people, right?
</p>
<p>
So, I don't know. Does somebody have another use case for different types of people where you'd have certain fields that you'd want tracked for some types of people and certain you wouldn't?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4202.07">@1:10:02</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, can go further with the pet example where you're actually tracking someone's pets, right? The pets aren't your contacts, but you want to know they have two cats and a dog for a conversation, but the pets aren't your contacts.
</p>
<p>
You have no reason to reach out to them. You just want to know the information about a person.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4223.13">@1:10:23</a> - <strong>JD Leonard</strong>
</p>
<p>
But I think what that example is missing is the, why do I only want the field referencing those pets to exist for some people?
</p>
<p>
Well, some people don't have pets, right? Which would be represented by just leaving that field blank, though, right? I think what I think would help Steve, possibly, is if we come up with an example where there's a clear reason why we wouldn't want the field to be there, right?
</p>
<p>
Some types of people. If it's just that they don't have a pet, well, if there's only the one field that references their pet information.
</p>
<p>
Oh, actually, I'm sorry. I'm sorry. I can, no, you're on a right path here. It's just my brain's not working.
</p>
<p>
So they've got multiple fields about their pet, right? It's their pet profile, right? But it's...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4290.23">@1:11:30</a> - <strong>steven.ayers</strong>
</p>
<p>
You want to create a contact type at that point for cat or dog or pet.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4294.71">@1:11:34</a> - <strong>JD Leonard</strong>
</p>
<p>
Well, you might or you might not, right? Like, you could have use cases for having them be contacts or not, right?
</p>
<p>
What if it's not a pet? What if it's a car?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4309.55">@1:11:49</a> - <strong>steven.ayers</strong>
</p>
<p>
To track, like, the car they own? Like, assets? Sure.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4318.13">@1:11:58</a> - <strong>JD Leonard</strong>
</p>
<p>
It's autoenthusi...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4321.75">@1:12:01</a> - <strong>steven.ayers</strong>
</p>
<p>
I think you're dealing with a different entity type, a different module, a different circus, a different monkey.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4332.89">@1:12:12</a> - <strong>Rich Gerdes</strong>
</p>
<p>
I mean, a profile is just a general collection of fields. It's like a paragraph or, you know, field collection, right?
</p>
<p>
It's the, what the different, where it differs from that is it doesn't necessarily need to have a specific parent, right?
</p>
<p>
Profiles are kind of generalized in a way that doesn't link back to a particular, you know, a paragraph has a parent item.
</p>
<p>
A profile is sort of, I mean, you do connect it to something ultimately, but it's not like intended to be used as part of a form.
</p>
<p>
So it's like a general placeholder for any of those potential things. Yeah, if you're managing the cars that someone has, yeah, you probably want a car entity type or, you know, vehicle entity type.
</p>
<p>
Our types and track all the fields and make and model and color and all that are, you know, same thing with pets, right?
</p>
<p>
Contact, you're not a vet, so your patients aren't pets, so those aren't your contacts, but you want to know, you you're in a dog's club and you want to know what people's dog's dog owner's club and you want to know what dogs people own, right?
</p>
<p>
Those are your concept of a record about someone. And yeah, you could build a content type, we could build a pet management app, but how many people are actually going to install Drupal pets on their website, right?
</p>
<p>
So you create a profile, you track the fields for the description of the pet, you know, is it a cat, is it a dog, is it what breed is it, what color is it, you know, how old is it, as information about that pet as a profile, because you don't want to go through the process of building another entire entity type or another entire module for that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4430.95">@1:13:50</a> - <strong>steven.ayers</strong>
</p>
<p>
You would just create a new contact type.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4435.29">@1:13:55</a> - <strong>Rich Gerdes</strong>
</p>
<p>
You would just create a new bundle. And that's one approach. And one approach. Another approach is using something else to represent it, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4443.01">@1:14:03</a> - <strong>steven.ayers</strong>
</p>
<p>
If you're never going to ask someone about their this is coming down to like, you know, if my aunt had a , she would be my uncle type of scenarios.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4452.47">@1:14:12</a> - <strong>Rich Gerdes</strong>
</p>
<p>
I mean, there's multiple ways to do it. And I guess the question is, does everyone think it should be just another contact type and you make a relationship there?
</p>
<p>
Or is it something else that's not related to contacts? Like, I don't know, how many relationships has someone been in, right?
</p>
<p>
You're a matchmaker. You're tracking something like, you know, that's not necessarily, you're not going to make a contact for each ex-boyfriend your client has.
</p>
<p>
You just put in a profile, it has some data. Now, that might actually be a field, so it's a bad example.
</p>
<p>
But some information like that might not be a contact necessarily. It just is some data about a person that doesn't necessarily constitute, that you don't necessarily collect for all potential clients, right?
</p>
<p>
If you're yesterday, don't And I think we're having a hard time coming up with something because it's obscure enough, but I think there's value in exploring how we would recommend someone to do that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4515.55">@1:15:15</a> - <strong>JD Leonard</strong>
</p>
<p>
I would recommend you create a contact type.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4521.17">@1:15:21</a> - <strong>steven.ayers</strong>
</p>
<p>
And when it comes down to all these scenarios, I've tried to think of one that doesn't have a relationship involved.
</p>
<p>
Maybe relationships are profiles. Maybe I renamed them profiles. Would that work? No?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4542.25">@1:15:42</a> - <strong>JD Leonard</strong>
</p>
<p>
Well, we still haven't resolved the question of whether a relationship can or should have a second contact be optional, separate from the profile use case.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4557.01">@1:15:57</a> - <strong>steven.ayers</strong>
</p>
<p>
Well, I don't know if it would, well, I guess it would be only options. in the sense that you don't know what it is at the time of entry.
</p>
<p>
But, you know, I'm sure that some sort of inline entity reference form could be used to make it look all fancy and uniformed.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4577.93">@1:16:17</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, one of the other questions I would have is we have the concept of contact details, right? And those typically only pertain to phone numbers, right?
</p>
<p>
But aren't, couldn't, we've kind of agreed that they could be any set of fields related to a person, right?
</p>
<p>
So they could have a pet contact detail that has all those fields. And then how does that differ from profiles?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4602.87">@1:16:42</a> - <strong>steven.ayers</strong>
</p>
<p>
Well, I mean, you wouldn't want it, but.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4605.95">@1:16:45</a> - <strong>Rich Gerdes</strong>
</p>
<p>
We've considered the option for that, I guess.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4609.73">@1:16:49</a> - <strong>steven.ayers</strong>
</p>
<p>
They were created, you know, to deal with address fields, special telephone fields, and special email fields. And I mean, a pet, for example.
</p>
<p>
I Wouldn't it be a contact detail type simply because you're not going to have a, I don't know, do you have an office cat versus a home cat?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4628.91">@1:17:08</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Maybe.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4630.77">@1:17:10</a> - <strong>JD Leonard</strong>
</p>
<p>
I mean, that's one of the defining characteristics of the contact detail, right, is that there is this detail type, different from a contact detail type, right, which is a part of the work.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4642.57">@1:17:22</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Your contact could just be pet, and your type could be cat or dog.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4651.49">@1:17:31</a> - <strong>JD Leonard</strong>
</p>
<p>
It's tricky because we, the detail type, right, it introduces this concept of a configurable type, right, that's basically just a label for a contact detail.
</p>
<p>
And I think in some ways, Steve, maybe why this is a little perplexing is because, because it's doing the job of...
</p>
<p>
And allowing those to apply to multiple types of contact. Oh, Steve's out. I think he had to run probably to work.
</p>
<p>
No, he's got another meeting. In any event, I would love to keep talking this out a little bit if we can come up with a little more concrete, you know, example that would...
</p>
<p>
Speak to it. I mean, Steve also, I mean, he asked some fair questions. Okay, what if we rename, right, relationship to profile?
</p>
<p>
I still feel on edge about that because, okay, well, maybe then it's doing the job visually and functionally of providing a place to put things.
</p>
<p>
I still think there's plenty of sets of fields, right, that might optionally apply to a contact that has nothing to do with a relationship.
</p>
<p>
So why are we kind of, I don't know, I guess we say there's a profile and it optionally involves another contact?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4756.57">@1:19:16</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, so right now, right now, profiles, right? Profiles are typically linked to people. Is that correct?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4768.21">@1:19:28</a> - <strong>JD Leonard</strong>
</p>
<p>
A contact can be linked to a user, but not necessarily. And when linked...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4775.63">@1:19:35</a> - <strong>Rich Gerdes</strong>
</p>
<p>
profiles, just profiles for a moment.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4777.57">@1:19:37</a> - <strong>JD Leonard</strong>
</p>
<p>
Oh, profile must be owned by a user.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4781.09">@1:19:41</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, owned as in belongs to, not created by, right? But when it...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4789.13">@1:19:49</a> - <strong>JD Leonard</strong>
</p>
<p>
Yes.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4791.01">@1:19:51</a> - <strong>Rich Gerdes</strong>
</p>
<p>
So you can't directly connect a profile to a contact out of the box?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4796.87">@1:19:56</a> - <strong>JD Leonard</strong>
</p>
<p>
Correct. Profile doesn't provide that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4800.01">@1:20:00</a> - <strong>Rich Gerdes</strong>
</p>
<p>
So we almost want to recreate the concept of profiles in a more generic way that it could be connected to anything, not just users.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4812.03">@1:20:12</a> - <strong>JD Leonard</strong>
</p>
<p>
Well, sort of, but I think now we're just talking about the entity system, right? An ECK, potentially. I think what's unique about profile relative to those more generic options is that it is specifically aware of the user and the permissions and access control related to that user, right?
</p>
<p>
Like, that's the value of it. It's like out of the box, well, the user gets to edit their profiles, right?
</p>
<p>
Their permissions around that. And so I think having something now that's for context.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4847.17">@1:20:47</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Their volunteer interests, not the CRM maintainer, managing their volunteer interests. The CRM maintainer would have a separate CRM record for this person.
</p>
<p>
Does X, and Z with us, which I think is the difference. I think that's what we missed with Steve, was that profiles are about the user, not about the contact.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4873.21">@1:21:13</a> - <strong>JD Leonard</strong>
</p>
<p>
I mean, he does know that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4876.21">@1:21:16</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, he was like, oh, just create a new contact type to represent this or relationship type, but you're not relating users to or to contacts.
</p>
<p>
This is the bio of the person who was signed into the application, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4891.33">@1:21:31</a> - <strong>JD Leonard</strong>
</p>
<p>
Right, so like our contact profile, if we can call it that, right, would effectively be the same concept as a profile, but attached to contacts, not users, and providing the access control context.
</p>
<p>
I'm using that term very loosely, right, so that when a user who has access to edit a contact. So to edit the contact, they also can edit and manage the profiles for that contact.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4926.81">@1:22:06</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Okay. So you're saying that there would be a separate entity type or a separate type of profiles that gets attached to contacts, or by connection of a user to a contact, you would edit the user's profiles?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4943.11">@1:22:23</a> - <strong>JD Leonard</strong>
</p>
<p>
Ooh, say that one more time.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4944.25">@1:22:24</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Are we creating a new concept of a contact profile that's only connected to contacts? I would think so.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4954.33">@1:22:34</a> - <strong>JD Leonard</strong>
</p>
<p>
Okay. I mean, we could take the sort of entity registration approach and try to generalize profile, right, to work for contacts as well.
</p>
<p>
Like, that would be a more flexible, extensible kind of solution. But I also feel like it might be a little much.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=4978.63">@1:22:58</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, I'm not, I'm just... Yeah, we would still need to provide the CRM-specific pieces. Yeah, your scope for editing a profile is who can edit this contact and edit this profile, or who can view this contact with this set of permissions to edit this profile.
</p>
<p>
Right, you can't edit profiles for contacts you can't see, basically, which is, yeah, another entire discussion about how that all works.
</p>
<p>
But, yeah, I mean, I think there's value in a set of properties about a person that has some scope that is undetermined, right, like just a set of fields.
</p>
<p>
Now, how that differs from details or from relationships, you know, I think can be left for discussion. But, I mean, I think the answer is to prototype it and find a use case for it would be my take.
</p>
<p>
If we can find an example. And, unfortunately, Steve shot down. on our use cases so far, but that's his opinion, not necessarily consensus.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5044.91">@1:24:04</a> - <strong>JD Leonard</strong>
</p>
<p>
Yeah, no, Steve is, has a very strong aversion to having there be multiple places where the same data could exist, right?
</p>
<p>
So he, I think philosophically is not so interested in providing multiple ways for data to be represented.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5071.15">@1:24:31</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, I mean, I can think of an example of, of relation, like, you have a relationship to a company who employs you, right?
</p>
<p>
But you might hold multiple roles with that company. Would Steve argue that's multiple relationships? Because I would say that should be one relationship with multiple role.
</p>
<p>
No, he would probably say that's one relationship with multiple role records or whatever on it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5096.77">@1:24:56</a> - <strong>JD Leonard</strong>
</p>
<p>
Stuff on it, right? Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5098.35">@1:24:58</a> - <strong>Rich Gerdes</strong>
</p>
<p>
And that's, that's the case for profiles, right? All right. Like, here's a relationship that has multiple, right? Sure, it's a relationship, but we have some additional information that's being repeated.
</p>
<p>
That must also exist on users, your home address, right? Like, details, the question I have to do is profile on a relationship versus a profile on a contact.
</p>
<p>
Yeah, where it's like, the question is, how do you differentiate between a detail and a relationship? And one is really that it's contact information, and one is that it's any additional fields that may or may not be attached.
</p>
<p>
To a person, right? Details are very specifically, this is a phone number, this is a, you know, a street address where a profile would be more vague, and, you know, this is some field that may or may not exist, right?
</p>
<p>
This is conditional fields, and, you know, if you're the volunteer manager, you manage the volunteer details, or if you are the- Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5156.37">@1:25:56</a> - <strong>JD Leonard</strong>
</p>
<p>
Well, but let's take the- The contact detail, the generalization of the contact detail a step further. So let's say that we represented contact detail types, so phone address, email address, as profile types, right, instead of contact detail types.
</p>
<p>
So abolish the concept of a contact detail. We just have profile types. You have a, you have one for phone, one for email, one for address.
</p>
<p>
What's missing, right, relative to what contact detail types provides? I believe the thing that it's missing, I think there are two things, two things that's missing.
</p>
<p>
One is that detail type kind of concept, but you could just have that still exist and add it to each of those profiles.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5220.01">@1:27:00</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Ltypes, right? Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5224.03">@1:27:04</a> - <strong>JD Leonard</strong>
</p>
<p>
The other is a... I was going to say the other is like having a well-known field, like a well-known name for the field that references those, right?
</p>
<p>
But I guess you just... It would just be a well-known machine name for the profile type, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5253.35">@1:27:33</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, that's up to the site builder to make sure they do consistently, which may or may not happen.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5258.85">@1:27:38</a> - <strong>JD Leonard</strong>
</p>
<p>
But I think that's one of... I don't think that should be up to the site builder exactly, right? Like, okay, we could provide it and they could delete it, right?
</p>
<p>
Like that's one level of being up to the site builder. But I think we should be in the business of providing because of how critical they are to the ecosystem providing.
</p>
<p>
Additional functionality around them, right? There should be an easy way for the ecosystem to say, hey, I know where to find the phone numbers for a contact.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5290.43">@1:28:10</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Absolutely, yeah. Yeah, mean, that's the question of, yeah, how do you, I mean, in theory, in a perfect world, I would have a typed phone number field, which has that type drop down and a phone number box.
</p>
<p>
Right, and that would just be a field type that the system would have, and you could have multiple values to that.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5316.09">@1:28:36</a> - <strong>JD Leonard</strong>
</p>
<p>
Well, it's funny you should say that. That is actually what Steve originally created, and then I convinced him that we should have that be fieldable.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5327.09">@1:28:47</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, yeah, I mean, the challenge there being that it's hard to add more of those, right? You know, your phone number actually has, you know, extension, not an extension, right?
</p>
<p>
Maybe you actually, you know, want to try to get an opt-out information. Yeah, so the question is how much actually, you know, so in a perfect world, that would be your field, and you would know that your phone number field is the phone number you contact someone with, filter that by type if you want to find their home or office number.
</p>
<p>
But then, yeah, there's also the complexity of do they want to be reached on that number, and ideally I would make a module, and I actually have rough draft of it, which is type data fields, where you just select one or more type data properties, and that makes constructs a buildable, like customizable field.
</p>
<p>
So you could just add, oh yeah, you want a fieldable, so it basically makes fieldable fields, right, but it's not finished, unfortunately, but it could be finished.
</p>
<p>
But the question is, profile field. different than custom field?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5386.79">@1:29:46</a> - <strong>JD Leonard</strong>
</p>
<p>
Is it just because it uses type data rather than a finite set of options?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5391.71">@1:29:51</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yep, exactly. So yeah, so it'd be built so you could create your own, and like if you select, one of the things I'm working on with it is it.
</p>
<p>
If you select like an address field type that already has multiple properties, how do you handle generating columns and stuff in the schema and updating that?
</p>
<p>
But yeah, I mean, that was one of the concepts I've been working on of like, you know, this should just be how all fields work in Drupal.
</p>
<p>
There shouldn't be like multiple types, like fields should just be properties, right? Set of properties in the table, right?
</p>
<p>
You're basically building a table and adding columns to it. But that's another conversation we asked, Christian, how do you represent this idea that you're going to be able to reach a contact at home and know their contact info at home?
</p>
<p>
And one of my arguments for would actually be that you would have different contact records, right? For you as JD, you would have your home profile, your work profile, your volunteer profile, and a way to link those as aliases.
</p>
<p>
And you would only ever have a work profile. Profile that has a relationship to your company, you know, you know, now I don't know if that, that makes sense at all.
</p>
<p>
It doesn't necessarily think it does.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5471.99">@1:31:11</a> - <strong>JD Leonard</strong>
</p>
<p>
And resolving that relationship is complicated, but I mean, it's, it's, it's, kind of in the same direction of, let's say you had a work profile and a home profile, right?
</p>
<p>
And the work profile has a telephone number and the home profile has a telephone number. Right.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5492.19">@1:31:32</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yep.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5493.19">@1:31:33</a> - <strong>JD Leonard</strong>
</p>
<p>
other, among other things, I think probably it adds complexity and confusion to have there be multiple contacts for a given person, but having a person that has multiple sets of fields, right?
</p>
<p>
Yeah, I mean, single contact people.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5520.01">@1:32:00</a> - <strong>Rich Gerdes</strong>
</p>
<p>
We're not cloning you, so it doesn't make sense to have three contacts for JD, but one contact for JD with multiple sets of properties.
</p>
<p>
And it's almost like your profile is all the fields on your contact that might be contact info or something.
</p>
<p>
But that's, yeah, I mean, you'd have to rethink how that would work. But, yeah, I mean, my take is that I think there is a case for having a set of fields that may or may not be attached to someone.
</p>
<p>
We just have to figure out an example for how to do that that makes sense without the scope of, you know, relationship.
</p>
<p>
And maybe a single-sided relationship is actually the way to do that, and it's sufficient. It just seems to me like a relationship should be connecting two things, and that making single-sided relationships complicates the relationship data model.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5573.4">@1:32:53</a> - <strong>JD Leonard</strong>
</p>
<p>
I completely agree with that. And the documentation actually states a contact is a relationship. Sorry, relationship is a relationship between two contacts.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5585.57">@1:33:05</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5586.79">@1:33:06</a> - <strong>JD Leonard</strong>
</p>
<p>
So I see a use case for, hey, we don't know who the second contact is, but there's still information about a relationship with someone, right?
</p>
<p>
Like maybe there's a good use case there for not filling in contact B, right? But using it as just a place to stick data about a contact, if it's not actually about a relationship with another contact, it doesn't seem...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5618.65">@1:33:38</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5619.27">@1:33:39</a> - <strong>JD Leonard</strong>
</p>
<p>
It's like a, it's a WTF, you know, as a...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5622.45">@1:33:42</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, you're making a dog relationship and there's no dog contact to go along with it. Like... Right.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5630.17">@1:33:50</a> - <strong>JD Leonard</strong>
</p>
<p>
Yeah, sure, make your dog Relationship is a relationship. Profile is a set of fields, right? And... And I liked what you mentioned before about, hey, okay, that profile could apply to a contact, could apply to a relationship.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5650.45">@1:34:10</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5654.25">@1:34:14</a> - <strong>JD Leonard</strong>
</p>
<p>
And I...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5657.13">@1:34:17</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, I mean, this question is, is there an example of fields that we would want to duplicate, right? Like, the case of, like, using, like, old field groups, right, paragraphs, what became paragraphs, old field groups, it's like, you have this set of information, and you're duplicating it three times on a profile, or on a contact.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5682.61">@1:34:42</a> - <strong>JD Leonard</strong>
</p>
<p>
Duplicating it three times because it's on three different profiles, or...
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5685.69">@1:34:45</a> - <strong>Rich Gerdes</strong>
</p>
<p>
No, because, well, using profiles to track, like, I don't I don't have an example of this, unfortunately, but you have a concept of a record, right, and you, there's something, you have a text field on your record.
</p>
<p>
So want to have a second value for that text field or set of fields, right, you know, we talked about cars, right?
</p>
<p>
You know, what car do you have? Well, you actually have three cars. Cars aren't really contacts. You're not reaching out to a car, right?
</p>
<p>
you actually have three cars. So we have cloned that set of fields, right? Like, are there any other examples like that?
</p>
<p>
Because that's the case that I see for something like a profile where you have this. You're attaching a car or attaching a information about something where it's like, I don't know.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5737.17">@1:35:37</a> - <strong>JD Leonard</strong>
</p>
<p>
mean, the other question is... No, no, that's... Car's a good one, right? And, you know, you could come up with a counterexample where you're like, well, a car should be an entity, you know, that's, you know, managed separately because maybe a car can be transferred to a different person or something like that.
</p>
<p>
Like, okay. But maybe you don't have those needs, right? And it's just information. You know, multiple sets of information that are relevant to a contact.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5764.83">@1:36:04</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, I mean, my HOA, for example, wants to know what cars are associated with my apartment, right? Like, that's valid, a valid association.
</p>
<p>
They want my license plate and the make and model of the car in color, but they don't necessarily need the VIN.
</p>
<p>
They don't need the fact that it's four-wheel drive and whatever other features it may or may not have. They just care about, oh, if I find this license plate in a parking lot, it belongs to a resident, right?
</p>
<p>
And if I sell the car to someone else, even if they live in the building, it's going to get a new license plate number.
</p>
<p>
The building doesn't necessarily care that it's the same car moving to a new owner. I shouldn't have to be like, oh, yeah, my car is now owned by Joe.
</p>
<p>
And you say, oh, I sold that car, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5809.19">@1:36:49</a> - <strong>JD Leonard</strong>
</p>
<p>
Right.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5810.89">@1:36:50</a> - <strong>Rich Gerdes</strong>
</p>
<p>
And that's the case. Yeah, just delete on the profile and it goes away. But, yeah, is that a profile?
</p>
<p>
Is that a group of fields? Is that something else?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5823.51">@1:37:03</a> - <strong>JD Leonard</strong>
</p>
<p>
Okay, I mean, let's say that somebody took the profile module, forked it, and just replaced all the user stuff with contact stuff, right?
</p>
<p>
Plus, you know, little access control bridge or something, right? And you call it contact profile, separate module, and, you know, it's contact-aware sets of fields, right, that can be attached to contacts of specific types, right?
</p>
<p>
You have a profile that can be attached to persons, but not organizations, for example.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5863.55">@1:37:43</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yep, yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5868.59">@1:37:48</a> - <strong>JD Leonard</strong>
</p>
<p>
I think that solves a lot of problems for a lot of people, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5876.19">@1:37:56</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, potentially.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5880.01">@1:38:00</a> - <strong>JD Leonard</strong>
</p>
<p>
First, I'm thinking for a site builder, like what is their alternative? ECK doesn't, or I guess they could use paragraphs.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5897.23">@1:38:17</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, yeah, let's take the car, for example, right? Hypothetically, you create an ECK entity type for a car, right, which tracks, make model color, license plate number.
</p>
<p>
And the owner, right, and the contact that owns that. Now, there is no good way, now how do you display that information?
</p>
<p>
I pull up your profile, how do I see your cars in your profile? And we would need to make some, I mean, well, that's just, that's just an entity reference, entity reference with.
</p>
<p>
But how do you load that, like if the entity is referenced, if the car is referencing its own. I guess the answer is you'd create a car, the car wouldn't have an owner, but then you would create a car field on the contact and add the cars, and then when you render that field, it shows the cars.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5956.39">@1:39:16</a> - <strong>JD Leonard</strong>
</p>
<p>
It wouldn't even have to be a car-specific field on the contact. I mean, it could be, right? That's a totally valid way to do it.
</p>
<p>
It could just be a more generic profiles field. Well, if we're using profiles, yeah. was exploring.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5971.09">@1:39:31</a> - <strong>Rich Gerdes</strong>
</p>
<p>
I'm saying if we use, like, ECK there.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5977.49">@1:39:37</a> - <strong>JD Leonard</strong>
</p>
<p>
ECK. I was actually even just thinking paragraphs, which is, like, a simpler use case. Paragraphs is simpler because it already accounts for this is owned by the entity it's on, right?
</p>
<p>
So you don't have to worry about the access control bits and bobs so much.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=5995.69">@1:39:55</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah, it's just more complicated than profiles. I guess the answer is you'd create a car, the car wouldn't have an owner, but then you would create a car field on the contact and add the cars, and then when you render that field, it shows the cars.
</p>
<p>
It wouldn't even have to be a car-specific field on the contact. I mean, it could be, right? That's a totally valid way to do it.
</p>
<p>
It could just be a more generic profiles field. Well, if we're using profiles, yeah. was exploring. I'm saying if we use, like, ECK there.
</p>
<p>
ECK. I was actually even just thinking paragraphs, which is, like, a simpler use case. Paragraphs is simpler because it already accounts for this is owned by the entity it's on, right?
</p>
<p>
So you don't have to worry about the access control bits and bobs so much. Yeah, it's just more complicated than profiles.
</p>
<p>
Files for management with these or having to attach it to different things, but not necessarily. It's more complicated for a site builder to maybe wrap their head around like this is the model, right?
</p>
<p>
Yeah, but if you could replicate paragraphs, the paragraphs editor experience with some different, if you clone paragraphs and change the way you linked paragraphs to things, made them available on things, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6090.01">@1:41:30</a> - <strong>JD Leonard</strong>
</p>
<p>
Where instead of saying this field supports these paragraphs, you say this paragraph is available on these contact or entity types.
</p>
<p>
Oh, right, right, right, right.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6099.99">@1:41:39</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yes. Which is basically what we're talking about with paragraphs or with croning profiles anyway.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6105.95">@1:41:45</a> - <strong>JD Leonard</strong>
</p>
<p>
But yeah, just hypothetically call it paragraphs reverse or something. don't know. But yeah, I mean, you basically want to track some information about something as its own entity.
</p>
<p>
Maybe profiles are a way to do that or paragraph. Graphs or whatever we want to use are a way to do that without creating a brand new entity type or node type or whatever, you know, whatever your entity type is, not going to ECK and yet creating a car and creating a vehicle and then making that vehicle aware of, you know, making profiles aware of that or contacts aware of that type in a specific field.
</p>
<p>
I mean, honestly, we might be shooting ourselves in the foot with trying to use an existing generic thing and sort of bending it to our will, right?
</p>
<p>
Yeah, I think that's kind of what we've arrived at, but we're using it as a prototyping path. Right. All right, entertain me on the contact detail.
</p>
<p>
Piece of this, right? Let's say we had a contact profile entity type, and you have different profiles that can be associated with, or created and associated in the context of a contact.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6203.81">@1:43:23</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Is it, is the contact detail, does the contact detail remain valuable? Or should there, should we just ship with a contact detail type of phone number, right, that has the type field for the type of phone, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6232.91">@1:43:52</a> - <strong>JD Leonard</strong>
</p>
<p>
And, you know, is fieldable beyond that, right, just like a contact detail is.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6242.19">@1:44:02</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Is there something more that we're trying to do for all of telephone number, email address, and address?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6253.29">@1:44:13</a> - <strong>JD Leonard</strong>
</p>
<p>
I would say I think so, right? You want to pull up a person and you want to say, want their home contact info.
</p>
<p>
And you want to click from one drop down in a view, home contact info, and have the table show you JD, your home phone number, your home address, your home email, your personal email instead of your work stuff.
</p>
<p>
And by having that as one record, it's having this home as a record that we have in the system that lets us do that.
</p>
<p>
You could also have it as just the word home in a map field, and that would be the same thing.
</p>
<p>
I'm not talking about a home profile, though. I'm just talking about a telephone profile.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6300.01">@1:45:00</a> - <strong>Rich Gerdes</strong>
</p>
<p>
That would have a field on it that lets you choose home. I mean, I think that's valuable, identifying home versus work contact info, yeah.
</p>
<p>
And you could add that same field, right, to, which is what is currently done, basically on contact detail, right, for email address and physical address, you know, just an address, right?
</p>
<p>
<strong>SCREEN SHARING: Jd started screen sharing -<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6326.585229"> WATCH</a></strong>
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6326.93">@1:45:26</a> - <strong>JD Leonard</strong>
</p>
<p>
Now, they might have different values, right, but that's something that contact detail is already, sorry, that's something that detail type, the detail type entity is already handling.
</p>
<p>
<strong>SCREEN SHARING: Jd started screen sharing -<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6326.585229"> WATCH</a></strong>
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6344.21">@1:45:44</a> - <strong>Rich Gerdes</strong>
</p>
<p>
I don't think there's a reason it would handle that better on a contact detail entity than on a contact profile entity.
</p>
<p>
Yeah. mean, I think the concept of the reusable values, right, whether it's a taxonomy or a contact detail type, is super valuable because you have that idea of this record is being reused across these different things so I can load everything with that record for a given person.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6384.07">@1:46:24</a> - <strong>JD Leonard</strong>
</p>
<p>
Do all potential profiles require types? No, I don't think so. I mean, they require, they were not this kind of type.
</p>
<p>
They require a type because they're bundles, right? Yeah, you have to classify them as a set of fields, but they don't necessarily need to be subclassified, right?
</p>
<p>
You don't have home dogs and work, well, you could have home dogs and work dogs depending on who you are and what you do, but you tend not to have, you know, multiple.
</p>
<p>
In a car, you would have a home car and a work car maybe, but there's definitely some sets of fields, right, volunteer information where you wouldn't necessarily have types in the same way.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6434.37">@1:47:14</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yes. And in that case, right, this detail type is really, it's that contact info type, right? Conceptually, it's like a little more like contact information type, not this sort of more generic concept.
</p>
<p>
Now, yeah, so you could apply this to different profile types. How do you determine which profile types has this on it?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6476.07">@1:47:56</a> - <strong>JD Leonard</strong>
</p>
<p>
Is it just adding the existing field? Well, you could have a setting when you're setting up the profile for is it typed or not, the same way that, like, you know, you say to a node, does this have content moderation enabled?
</p>
<p>
Right. Right. Like, you could conceptually have something there where you're enabling the typing feature on certain detail types. And then anything with any would just, any minus ones where it's disabled, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6506.75">@1:48:26</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Right. But I think there's cases probably where you'd want a sort of type feel, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6514.79">@1:48:34</a> - <strong>JD Leonard</strong>
</p>
<p>
If you talk about a vehicle, right, you possess a car.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6517.63">@1:48:37</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Is that car a truck? Is it a car? Is it a bus? That's not necessarily the same scope as home car and work car.
</p>
<p>
Agreed. And you'd still want to call both of those type. But I think there's a difference between a generic classification.
</p>
<p>
see.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6539.15">@1:48:59</a> - <strong>JD Leonard</strong>
</p>
<p>
see. sure. We'll Right? Like, add whatever you want here.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6543.39">@1:49:03</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Like, that's just reinventing taxonomy, right? Yeah. Versus this concept of a home phone number, a home email address, which is something that the ecosystem needs to understand exists and how to find it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6567.47">@1:49:27</a> - <strong>JD Leonard</strong>
</p>
<p>
Yeah, absolutely. We've also thrown around the idea on a separate room, but yet kind of related thread of tags, right?
</p>
<p>
Yeah. The idea of being able to tag things.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6578.89">@1:49:38</a> - <strong>Rich Gerdes</strong>
</p>
<p>
And one of the points of conversation in that was the idea of tag categories.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6588.83">@1:49:48</a> - <strong>JD Leonard</strong>
</p>
<p>
Would tags also have the idea of like scope or availability as well?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6597.29">@1:49:57</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Okay. Thank you. We're going to define that requirement.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6603.55">@1:50:03</a> - <strong>JD Leonard</strong>
</p>
<p>
Yeah, where like, so for example, you might have a tag, the tag category is, I don't know, color, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6615.23">@1:50:15</a> - <strong>Rich Gerdes</strong>
</p>
<p>
And you've, but you've decided that when you have buses, they can't be blue, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6621.77">@1:50:21</a> - <strong>JD Leonard</strong>
</p>
<p>
Or like when you have a bus, when you're attaching a tag to a, or maybe, you know, Well, maybe, yes, I think tag types should be, you should be able to scope the applicability of, of tag types to a bundle.
</p>
<p>
Yeah, so you have, you have a tag, a tag has a category, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6643.49">@1:50:43</a> - <strong>Rich Gerdes</strong>
</p>
<p>
It might be color, and then you should say the color blue is available on people, not. Contacts of type person, on profiles of type car, or.
</p>
<p>
Yeah, yeah, yeah. Or get profiles of type individual, but not.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6661.27">@1:51:01</a> - <strong>JD Leonard</strong>
</p>
<p>
organization or something, which basically replicates this where basically detail type. Sorry, just backing up, you said a profile of type individual.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6672.31">@1:51:12</a> - <strong>Rich Gerdes</strong>
</p>
<p>
That's just a person. contact of type individual or person. Oh, okay, contact, not a profile.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6678.95">@1:51:18</a> - <strong>JD Leonard</strong>
</p>
<p>
Got it. So, I like talking about tags, but remind me, what is the reason that you leaped to tags?
</p>
<p>
was the connection? We're talking about the details type, right? tags. Is it just a tag? Well, like, is a detail type just a tag, right?
</p>
<p>
And it would be a tag of a specific category of type, but is it actually just a tag that is available in certain?
</p>
<p>
Fields on certain bundles. Right, so they're tags of type, contact information type. Right. Now I'm not saying necessarily we should reuse things.
</p>
<p>
Reusing things sometimes can be complicated. No, no, I'm playing your game though. So you have a tag type of, and naming can be improved, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6748.35">@1:52:28</a> - <strong>Rich Gerdes</strong>
</p>
<p>
A contact information type, what's currently called a detail type, that applies to profiles of type address, telephone, and phone number.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6778.67">@1:52:58</a> - <strong>JD Leonard</strong>
</p>
<p>
All unquote, doesn't I'm what you're to to see on page. tômting Bar, fгаim Geterc tout Y I guess the missing piece is that some is the configuration per contact information type of which profile types they apply to, because they may not apply, they don't apply to all three, right?
</p>
<p>
Like in my, what I'm sharing on my screen, right? You don't have a billing email address necessarily.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6817.47">@1:53:37</a> - <strong>Rich Gerdes</strong>
</p>
<p>
But you might actually for an organization, right? You might have a sales address and a billing address, which are two different teams on an organization.
</p>
<p>
But yeah, you might not have a billing other field. You know what? Here's what I think. I think for this specific use case.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6841.97">@1:54:01</a> - <strong>JD Leonard</strong>
</p>
<p>
Actually, no, more generally, more generally, I think tags are powerful because they provide the end user, right, not the site builder, but the end user with the flexibility to categorize things in different ways.
</p>
<p>
I don't think it should be used as sort of out-of-the-box way to represent things like this that we know there's a, let's call it an ecosystem use case for.
</p>
<p>
Yeah, that's a fair take. And I guess my really follow-up question to that was if we're tracking vehicle types, right, car, bus, truck, does that something that fits in the scope of tags or is it something that we would have a separate field for, right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6900.01">@1:55:00</a> - <strong>Rich Gerdes</strong>
</p>
<p>
would just be a standard Drupal field or taxonomy or something.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6905.07">@1:55:05</a> - <strong>JD Leonard</strong>
</p>
<p>
How would you represent something like that? Yeah, yes. So if I'm a site builder, right, and I'm tracking, I have contact profiles for a vehicle, right?
</p>
<p>
So there's a contact profile type called vehicle. And for each vehicle, I want to know if it's a truck or a car or whatever, right?
</p>
<p>
So my two options are to create a dedicated field for that or to use or to create a tag type, right?
</p>
<p>
Called vehicle type. Yep. Either way, I've got a vehicle type. It's either its own field or it's using or it's creation of a tag type that I am applying.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6960.69">@1:56:00</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah. Or is a taxonomy or something that's completely different? And I would say there's not an answer to which one I would use.
</p>
<p>
I think the answer is I should have the choice.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6971.55">@1:56:11</a> - <strong>JD Leonard</strong>
</p>
<p>
Right? I should have the flexibility to do either. It may be, it is probably preferable if I have the means to create a separate field type, depending on what I want to do with it, right?
</p>
<p>
To create a separate field type, it gives me more flexibility. Right?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=6992.91">@1:56:32</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Makes it easier to reference in different places to, like, there's lots of good reasons that we create fields rather than just have things in a generic way.
</p>
<p>
workplace, right? You know, maybe I want to use a special field formatter for vehicle type that adds a little, you know, icon of the vehicle type or something.
</p>
<p>
You know, I don't know. There's lots of cases, yeah, where, yeah, mean, that's it, taxonomy term icons, right, you know, the list of taxonomy terms, you can check the one with the little car icon.
</p>
<p>
Right, because for any use case of, for any specific use case of creating a tag or tag type, you could just create a field, right?
</p>
<p>
Yeah. Like, you could always do that, if you have the means. If you don't, because you're an end user, not a site builder, you can't go and mess with the configuration, now you've got a use case for tags.
</p>
<p>
Yeah, well, let's take that vehicle and talk about it as a dogs again, right? Dogs have breeds. Your site admin puts 10 different breeds in, but a customer comes and they have a dog that is in one of those 10 breeds.
</p>
<p>
You, as the person managing the contact may or may not be able to go add a taxonomy term or a, or a detailed type to go add, you know.
</p>
<p>
Husky is a breed.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7082.35">@1:58:02</a> - <strong>JD Leonard</strong>
</p>
<p>
Now you're forced to either set other or not fill that in or select something that's incorrect, which is a useful tags, where like vehicles, there's a set of vehicle types, but a different make or model of a vehicle might not be in that list.
</p>
<p>
Now, should those be tags? I don't know. Or should they be taxonomy terms or something else where the question is, what is your scope of using tags?
</p>
<p>
And if you have a tags field on a person and you're attaching, an arbitrary amount of tags, you may not actually want Husky to be a tag in that list that you can attach to other things, which is another entire, like you almost have, you know, I mean, yeah, I mean, I think there's a use case for like taxonomy versus tags, right?
</p>
<p>
Yeah. Versus detail type, which I think the detail types are scoped, but reusable for taxonomies are reusable. More static or, you know, separated where tags are a very general pool of, we have tags, use them.
</p>
<p>
I think, I think the unique, the unique thing about the detail types is that they can be applied to any number of bundles, right?
</p>
<p>
Like I, and be shared across them and be well known.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7166.91">@1:59:26</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yep. Right. I wouldn't use tags for that because I want the ecosystem to know where to go to look for this and to feel confident that it's there, right?
</p>
<p>
Yeah, there's not really a scope to tags the way there are to types.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7182.73">@1:59:42</a> - <strong>JD Leonard</strong>
</p>
<p>
And, and because I want the user interface to have a place for this to be specified and not have to go to a generic tags field and like figure it out or something like that, right?
</p>
<p>
Like there's. Yeah. Yeah. I mean, I guess you could. I'm trying to think if, I guess you could have a, tags could be used in, tags, there might be an out-of-the-box tags field, right, where they get added to a contact, but you could imagine creating, as a site builder, a different field that lets you reference tags of a particular type.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7228.61">@2:00:28</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Maybe, yeah. Now, in that use case, you could just use taxonomy. Yeah. Right? Because you've already, you've said that these tags are of one specific scope, right?
</p>
<p>
So you're not in the context of needing scoped tags, you know, more broadly.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7254.23">@2:00:54</a> - <strong>JD Leonard</strong>
</p>
<p>
But the, the big, right, the big difference between core taxonomy and. So Thank You know, the broad concept of tags that I've proposed is that the tag types are content, not configuration.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7271.99">@2:01:11</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Like, ultimately, I think that's the difference. Well, that's the main, that's the reason for being, right? Yeah. Yeah. Because you're categorizing them generically, not the way vocabs are very, like, yeah, you're not adding fields to tags.
</p>
<p>
Tags are just words that you, that relate things together. And they may be categorized into some hierarchy, but they're not, like, taxonomy terms are, like, have structure to them.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7302.39">@2:01:42</a> - <strong>JD Leonard</strong>
</p>
<p>
can have fields, you can have images, you can have all this other stuff. And that's out of scope for tags for the most part, I would think.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7312.01">@2:01:52</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Well, that's a good point. So, that, so, core vocabularies are fieldable. yes, family, Should tag types be fieldable?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7329.43">@2:02:09</a> - <strong>JD Leonard</strong>
</p>
<p>
I think I err on the side of no as well.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7331.53">@2:02:11</a> - <strong>Rich Gerdes</strong>
</p>
<p>
My take would be no.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7333.77">@2:02:13</a> - <strong>JD Leonard</strong>
</p>
<p>
Let's not make this just yet another fieldable entity.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7337.11">@2:02:17</a> - <strong>Rich Gerdes</strong>
</p>
<p>
That's why I think of if you're classifying tags, you're grouping them in categories, not types, right? You're categorizing this tag in a bucket, not making it a unique data type.
</p>
<p>
Sure. Right. You just have tag type.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7356.15">@2:02:36</a> - <strong>JD Leonard</strong>
</p>
<p>
Tags are just tags.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7357.69">@2:02:37</a> - <strong>Rich Gerdes</strong>
</p>
<p>
They happen to have this category field on them. Tag type is not a bundle. Yeah.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7362.79">@2:02:42</a> - <strong>JD Leonard</strong>
</p>
<p>
It's not an entity representing a bundle.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7368.33">@2:02:48</a> - <strong>Rich Gerdes</strong>
</p>
<p>
Yeah. Not yet. And they might be fieldable. Tags could be fieldable, but the way users are fieldable, where every tag would get the field if we wanted.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7380.01">@2:03:00</a> - <strong>JD Leonard</strong>
</p>
<p>
I would opt for no. I'm not sure there's value in that, but theoretically.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7386.63">@2:03:06</a> - <strong>Rich Gerdes</strong>
</p>
<p>
If it's fieldable, though, now you're back in configuration land.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7392.51">@2:03:12</a> - <strong>JD Leonard</strong>
</p>
<p>
Well, exactly. Yeah. Which we've said, I think the tags, the reason for being is they're in content land.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7399.13">@2:03:19</a> - <strong>estevenson</strong>
</p>
<p>
Well, yeah, my argument is that if you wanted to be able to add some field to a tag, the site administrator could say, yeah, tags also have this field for X, whatever it is, right?
</p>
<p>
They you know, priority or color, right? They decide they want to colorize their tags. Oh, I see. Right. That might be something that the site builder wants to do for all tags, not just for tags of a specific type.
</p>
<p>
Got it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7423.57">@2:03:43</a> - <strong>JD Leonard</strong>
</p>
<p>
Got it.
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7423.97">@2:03:43</a> - <strong>estevenson</strong>
</p>
<p>
Got it. Got it. Now, how do you set admin and set and update and manage that different scope?
</p>
<p>
<a href="https://fathom.video/share/Zp9yNQv_7c4XZMSFo2HdbfhJ7fmDxp--?timestamp=7431.13">@2:03:51</a> - <strong>JD Leonard</strong>
</p>
<p>
But. Yeah. tags can be fieldable themselves, but not bundleable. rifle. Thank you. I feel a little to bundle level.
</p>
<p>
Okay. I do have to run to a meeting. It's one o'clock. didn't realize it was one o'clock already. Absolutely.
</p>
<p>
No worries, Rich. Thanks for the conversation. You're welcome. We'll see what we can do here. Talk to you later.
</p>
<p>
It was interesting listening to on it. Thank you for letting me lie on the wall. See you later. Bye.
</p>
<p>
later. How are you doing, Erica? I'm doing okay. Yeah. Yeah. But yeah. Okay. See you later. Any questions or thoughts before you depart?
</p>
<p>
No. Not right now. No, I'm doing okay. Okay. All right. Talk soon. Take care. Bye. Bye.
</p>
issue
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