Document Management SystemProject Type: software

Document Management System

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  1. Document Management System
  2. DMS-1272

DMS in CBAT: Mapping Form Fields

    Details

      Description

      Overview

      As a User, I need to be able to map multiple fields between the Form and Source Fields. This will allow me to meet all use cases that I may have for each field, while also making it user friendly and quicker to create the DMS form.

      Entry Criteria:

      1. User Edits a form that is editable.
      2. User Creates a new form template.

      Acceptance Criteria:

      1. The User shall be able to Map multiple Form Fields to a single Source Field.
        • Last Name is used to populate 4 other Last name fields on the form.
      2. Users shall be able to Map a single Form Field to multiple Source Fields that are concatenated using spaces.
        • First Name and Last Name fields populate a Full Name field.
        • Street Address, City, State, and Zip code populate a Contact Address field.

      Exit Criteria:

      1. User Saves the document template creation flow.
      2. User Cancels the document template creation flow.

      Original Thread:

      On the create document template page, I am having an issue adding fields to the mapped fields column. When I add a field from the system fields column, I can no longer add more from "system fields" until I go to the mapped fields column and add one.

      Also, shouldn't a user being to highlight more than one field to map at a time?

        Attachments

        1. image-2019-04-18-14-54-13-316.png
          image-2019-04-18-14-54-13-316.png
          134 kB
        2. Screenshot (3223).png
          Screenshot (3223).png
          167 kB
        3. Screenshot (3225).png
          Screenshot (3225).png
          153 kB
        4. Screenshot (3226).png
          Screenshot (3226).png
          206 kB
        5. Testcases -DMS-1272.xls
          18 kB

          Issue Links

          is blocked by

          Bug - A problem which impairs or prevents the functions of the product. DMS-1684 DMS | Multiple mapping | After editing | Template not able to Send

          • Medium - Has the potential to affect progress.
          • Done
          relates to

          New Feature - A new feature of the product, which has yet to be developed. DMS-1429 DMS | System field mapping naming convention should be user friendly

          • Medium - Has the potential to affect progress.
          • Done

            Activity

            Ascending order - Click to sort in descending order
            Hide
            Permalink
            Robert.Malony Robert Malony (Inactive) added a comment -

            BETA-404

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - BETA-404
            Hide
            Permalink
            jayshree.nagpure Jayshree Nagpure (Inactive) added a comment -

            Hi Robert Malony,

            Environment : Production.

            Mapping of multiple system fields at a time is not implemented.

            Thanks,
            Jayshree

            Swapnil Pandhare Samir Rohan J Khandave Priya Dhamande

            Show
            jayshree.nagpure Jayshree Nagpure (Inactive) added a comment - Hi Robert Malony , Environment : Production. Mapping of multiple system fields at a time is not implemented. Thanks, Jayshree Swapnil Pandhare Samir Rohan J Khandave Priya Dhamande
            Hide
            Permalink
            Robert.Malony Robert Malony (Inactive) added a comment -

            This is not a defect anymore, it is an enhancement.

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - This is not a defect anymore, it is an enhancement.
            Hide
            Permalink
            narendra.kumar Narendra Kumar added a comment -

            Hi Samir

            I started working on this. But the multiple mapping needs to be handled from backend side first. Then I could be able to solve this.

            Also, I need the all the possible use case of multiple mapping. According to me it would me 1:M and M:1 but not M:M. 

            Robert Malony Can you please put some use case for this?

             

            Thanks

            Narendra

            Show
            narendra.kumar Narendra Kumar added a comment - Hi Samir I started working on this. But the multiple mapping needs to be handled from backend side first. Then I could be able to solve this. Also, I need the all the possible use case of multiple mapping. According to me it would me 1:M and M:1 but not M:M.   Robert Malony Can you please put some use case for this?   Thanks Narendra
            Hide
            Permalink
            narendra.kumar Narendra Kumar added a comment -

            Hi Samir

            I have implemented multiple mapping functionality and tested it with Harshveer Singh, it's working fine.

            Things still pending

            1. Group data when mapping.
            2. Permissions based on form fields only.
            3. Separator handling when grouping data
            4. Sequencing

            Thanks

            Narendra

             

            Show
            narendra.kumar Narendra Kumar added a comment - Hi Samir I have implemented multiple mapping functionality and tested it with Harshveer Singh , it's working fine. Things still pending Group data when mapping. Permissions based on form fields only. Separator handling when grouping data Sequencing Thanks Narendra  
            Hide
            Permalink
            priya.dhamande Priya Dhamande (Inactive) added a comment -

            Environment: Preprod
            Login: Admin
            Browser: FF and Chrome
            Template: Multiple Mapping _testing
            username: cbuser

            Steps:
            1. Admin login > create Template
            2. Map multiple fields to single form field
            3. Save
            4. Edit > Map multiple fields to single form field
            5. Send Forms > Preview
            6. Send > Error

            Refer screen capture. Som reopening for the same.

            Sachin Hingole Hrishikesh Deshpande Rohan J Khandave Samir

            Show
            priya.dhamande Priya Dhamande (Inactive) added a comment - Environment: Preprod Login: Admin Browser: FF and Chrome Template: Multiple Mapping _testing username: cbuser Steps: 1. Admin login > create Template 2. Map multiple fields to single form field 3. Save 4. Edit > Map multiple fields to single form field 5. Send Forms > Preview 6. Send > Error Refer screen capture. Som reopening for the same. Sachin Hingole Hrishikesh Deshpande Rohan J Khandave Samir
            Hide
            Permalink
            priya.dhamande Priya Dhamande (Inactive) added a comment -

            Environment: Preprod
            Login: Admin
            Browser: FF and Chrome

            Main functionality is verified, issue found during testing is logged in jira with ID: DMS-1684.

            So, marking this jira done.

            Sachin Hingole Hrishikesh Deshpande Samir Rohan J Khandave Narendra Kumar

            Show
            priya.dhamande Priya Dhamande (Inactive) added a comment - Environment: Preprod Login: Admin Browser: FF and Chrome Main functionality is verified, issue found during testing is logged in jira with ID: DMS-1684 . So, marking this jira done. Sachin Hingole Hrishikesh Deshpande Samir Rohan J Khandave Narendra Kumar

              People

              Assignee:
              narendra.kumar Narendra Kumar
              Reporter:
              Robert.Malony Robert Malony (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              4 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 56h Original Estimate - 56h
                  56h
                  Remaining:
                  Time Spent - 31.75h Remaining Estimate - 25h
                  25h
                  Logged:
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                  31.75h