Combo-Meeting – Setting Modal
Configuration Modal (Folder Mapping & Status Engine)
Full, Clear & Visually Oriented Description
The Combo-Meeting Configuration Modal is the control layer of the entire Combo-Meating system.
It does not manage data rows (meetings themselves) — instead, it defines the rules, structure, and vocabulary that all Combo-Meeting data follows across the system.
Think of this modal as the blueprint that shapes how Combo Meetings behave everywhere else.
1. What This Modal Really Is (Conceptual View)
This modal answers two critical questions:
-
How are customers connected?
→ via Folder 1 ↔ Folder 2 mappings
-
What state is each connection in?
→ via Combo Meeting Statuses (name + color)
Everything you see in:
-
Combo-Meating Listing View
-
Customer Connections Dashboard
is powered by the configuration defined here.
No configuration here → no structure there.
2. How You Reach This Modal (Entry Points)
This modal is never opened alone. It is always reached intentionally:
-
From Combo-Metting Listing-view
→ click the ⚙️ gear icon next to the “Combo-Meating” title
-
From Customer Connections
→ click ⚙️ settings in the Customer Connections dashboard
→ navigate to Settings → Combo-Meating
This ensures only users who understand the impact modify it.
3. Visual Structure of the Modal
The modal is designed as a 2-step guided wizard, not a long settings page.
Visually it feels like:
┌────────────────────────────────────────────┐
│ Combo-Meating 1/2 [ X ] [ i ] │
│ Next: Combo Meeting Status │
├────────────────────────────────────────────┤
│ │
│ Step 1 – Folder Mapping │
│ (Folder 1 ↔ Folder 2 pairs) │
│ │
│ [+] Add Pair │
│ ───────────────────────────────────── │
│ Folder Pair List (scrollable) │
│ │
├────────────────────────────────────────────┤
│ Next → │
└────────────────────────────────────────────┘
Step 2 replaces the content area but keeps the same modal shell.
4. Step 1 of 2 – Combo-Meating (Folder Mapping Engine)
What This Step Controls
This step defines how two customer “worlds” are connected.
Each Folder 1 ↔ Folder 2 pair tells the system:
“When a customer appears in Folder 1, it can be meaningfully connected to a customer in Folder 2.”
This mapping is later used for:
-
Categorization
-
Filtering
-
Relationship logic
-
Customer Connections
Folder Pair Concept (Human Explanation)
A folder pair is a relationship rule, not just text.
Example logic:
-
Folder 1:
New Leads, Customers -
Folder 2:
Missions, Archive
Meaning:
Customers from New Leads or Customers can form Combo Meetings with customers from Missions or Archive.
This allows controlled, meaningful relationships instead of random links.
What You Can Do in Step 1
-
Add new folder pairs
Click the ➕ button, enter:
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Folder 1 path(s)
-
Folder 2 path(s)
Save → rule becomes active immediately.
-
-
Edit existing pairs
Modify either side of the relationship.
-
Delete pairs
Remove outdated or invalid mappings.
-
Scroll through large configurations
Designed for enterprises with many folder structures.
Why Step 1 Is Critical
Without folder pairs:
-
Select Folder filter would be meaningless
-
Customer connections would lack structure
-
Combo Meetings would become unmanageable at scale
This step enforces order and logic.
5. Navigation from Step 1
At the bottom right:
-
Next → Combo Meeting Status
You cannot accidentally skip this step — the flow is deliberate.
6. Step 2 of 2 – Combo Meeting Status (Lifecycle Definition)
Once folder logic exists, the system needs state.
This step defines:
“What stage is this Combo Meeting currently in?”
What a Combo Meeting Status Is
A status is:
-
A label (text)
-
A color
-
A shared language across the system
Examples:
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Pending (yellow)
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Confirmed (green)
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Completed (blue)
-
Cancelled (red)
What You Can Do in Step 2
-
Create new statuses
Enter a name, pick a color, save.
-
Edit statuses
Rename or recolor them without touching existing data rows.
-
Delete statuses
Remove unused lifecycle states.
Every change here is reflected instantly wherever Combo Meetings are shown.
Why Colors Matter
Colors allow:
-
Fast scanning
-
Visual prioritization
-
Zero-reading understanding
7. Navigation in Step 2
-
Back
Returns to Step 1 if folder logic needs adjustment.
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Close (X)
Exit configuration.
There is no “Next” — Step 2 is the final authority.
8. How This Modal Powers Other Screens
Connection to (Listing View)
-
Status column
Uses statuses defined in Step 2.
-
Folder logic
Determines how Combo Meetings are categorized internally.
-
Gear icon
Opens this modal directly.
Connection to (Customer Connections Dashboard)
-
Select Folder filter
Uses Folder 1 & Folder 2 pairs from Step 1.
-
ComboMeeting Status column
Uses statuses from Step 2.
-
Consistency
One configuration → many views.
9. Why This Modal Is Architecturally Important
This is not “just settings”.
This modal:
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Centralizes relationship rules
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Prevents inconsistent data
-
Enables scalable customer connections
-
Makes File 1 and File 3 predictable and clean
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Separates configuration from operations
Admins configure here.
Users operate elsewhere.
10. Mental Model (Simple Explanation)
-
Combo-metting listing-view → “Show me my combo meetings”
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Combo-Metting Dashboard → “Let me analyze and manage connections deeply”
-
(this modal) → “Define how combo meetings work at all”
One-Line Executive Summary
The Combo-Meating Configuration Modal is a two-step rule engine that defines folder-to-folder relationships and lifecycle statuses, powering all Combo-Meeting views with structure, clarity, and visual consistency.
