Not everything can be deployed automatically in Salesforce. Some types remain unsupported by the Metadata API. Other types may be supported but require some coordination or you just prefer to update them manually. You can use Manual Checklists in Blue Canvas to keep track of and coordinate these manual efforts.
Blue Canvas supports Markdown in the Description Field. Users can update the Description field to include Markdown content including checklists.
Markdown Cheat Sheet
For more please check out this cheatsheet: https://github.com/adam-p/markdown-here/wiki/Markdown-Cheatsheet
Checklists are associated with Stories on the Deployment page. Each Story now has an editable Description field that supports Markdown. You can also add Markdown to the Description field when creating a Story.
Adding checklists in Markdown is simple. You can format them like so:
- [x] Checklist Item 1 - [ ] Checklist Item 2 - [ ] Checklist Item 3
And they will display as checkboxes like so:
- Checklist Item 1
- Checklist Item 2
- Checklist Item 3
Click Save to see the checkboxes appear.
You can now check and uncheck boxes as needed.
Whenever checkboxes are added to a Story, we add them as tasks and track their status on the Deployment page. If you add 3 checkboxes you will see that your Story has 3 Tasks. If they are unchecked you will see that the status of the Story shows 0 of 3 Tasks Complete.
This is updated in real time.
When all manual steps have been completed you have the option to mark a Story's manual tasks as Complete. You can track this along with the validation status.
We are working on adding new functionality to this feature such as @mentions and the ability to assign stories to others. Please contact [email protected] to learn more.
Updated over 3 years ago