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  1. Document Management System
  2. DMS-1429

DMS | System field mapping naming convention should be user friendly

    Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: Enhancements - Fall
    • Labels:

      Description

      Concern:
      It’s not intuitive how the mapping works when uploading a document (document form fields vs system fields and how to map them).

      Solution:
      Labeling needs to change and provide a user friendly example to map the fields.

       

      Labels on mapping should only be for Person(candidate) & Assignment (requisition), Company Details, system fields(date)

      Swapnil Pandhare Samir Rohan J Khandave Ganesh Sadawarte

        Attachments

        1. dmsfields.xls
          19 kB
        2. Screenshot.zip
          977 kB
        3. SystemFields_tooltip.jpg
          SystemFields_tooltip.jpg
          82 kB

          Issue Links

            Activity

            Hide
            Robert.Malony Robert Malony (Inactive) added a comment -

            Hi all,

            Wanted to get an update on this during the (6/12) DMS scrum around the updates to the labels and the custom data fields being worked on.

            Thanks,
            Robert

            cc: Samir, ShashiKant Mishra, and Sandy Dunlap

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - Hi all, Wanted to get an update on this during the (6/12) DMS scrum around the updates to the labels and the custom data fields being worked on. Thanks, Robert cc: Samir , ShashiKant Mishra , and Sandy Dunlap
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment - - edited

            Tasks in this jira

            •  Add Description column in dmsfields table
            •  Script to change column display name of dmsfields
            •  Script to update description column
            •  changes in getSystemfields to fetch only columndisplayname and description as per localization
            •  change in getdocument to show only columndisplayname in mapping details ass per localization
            •  UI changes to Show description as tooltip.
            •  localization - Script to update column display name for all languages
            • Add localization for all dmsfields for English, French, Spanish and Chinese.
            • fetch localized details for dmsfields
            • correct company.phone details
            • Localization script for description
            • remove prepended DMSCustom name in columndisplayname
            •  unit testing
              Scenarios to test -
              1. Create document- mapping save/get
              2. preview form
              3. review and sign

             

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - - edited Tasks in this jira  Add Description column in dmsfields table  Script to change column display name of dmsfields  Script to update description column  changes in getSystemfields to fetch only columndisplayname and description as per localization  change in getdocument to show only columndisplayname in mapping details ass per localization  UI changes to Show description as tooltip.  localization - Script to update column display name for all languages Add localization for all dmsfields for English, French, Spanish and Chinese. fetch localized details for dmsfields correct company.phone details Localization script for description remove prepended DMSCustom name in columndisplayname  unit testing Scenarios to test - 1. Create document- mapping save/get 2. preview form 3. review and sign  
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment - - edited

            Hi Samir,

            Attached is the excel sheet of DMS fieldsdmsfields.xls

            Highlighted rows are the ones that will be updated. Please review and also provide description for all the fields that is to be updated in DB.

            Note: 

            • DMSCustom.Email URL link is used for adding link while creating document of type TEXT. So this cannot be excluded from the list as of now. Need discussion on how DMSCustom fields are to be handled.
            • Company.phone is set to read DialNumber from Company table. But Company table doesn't have DialNumber. Either this should be removed or set to proper table to fetch details if applicable. (To be considered as separate task)

            CC: Rohan J Khandave,Ganesh Sadawarte

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - - edited Hi Samir , Attached is the excel sheet of DMS fields dmsfields.xls Highlighted rows are the ones that will be updated. Please review and also provide description for all the fields that is to be updated in DB. Note:   DMSCustom.Email URL link is used for adding link while creating document of type TEXT. So this cannot be excluded from the list as of now. Need discussion on how DMSCustom fields are to be handled. Company.phone is set to read DialNumber from Company table. But Company table doesn't have DialNumber. Either this should be removed or set to proper table to fetch details if applicable. (To be considered as separate task) CC: Rohan J Khandave , Ganesh Sadawarte
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Tasks Done:
            1. Updated column names to show the labels for Person, Assignment and Company
            2. Fetched fields as per localization
            3. Added description to fields
            4. Fetched description as per localization
            5. Added localization for missing dms fields
            6. Excluded DMSCustom fields for dmsfields list

            As of now sample text has been added for description which will be seen as tooltip on mouse-hover
             

            Tested scenarios :

            • Create document all types - PDF, Text,HTML
            • Save and Get of create document
            • Preview
            • review and sign

            Files Affected:

            • DMS\Databases Objects\01_DDL\007_DMS-1429_DMS_ModTable_dmsfields.sql
            • DMS\Databases Objects\07_Other\001_DMS-1429_DMS_ModData_dmsfields.sql
            • DMS\Databases Objects\07_Other\002_DMS-1429_DMS_ModData_LocalizeData.sql
            • DMS\Databases Objects\07_Other\DMS_SP_UpdateDMSFieldsDescription.sql
            • DMS\DMS.App\src\DMS_AppLogic\DocumentData.cs
            • DMS\DMS.App\src\DMS_AppLogic\Repository\IDocumentRepository.cs
            • DMS\DMS.App\src\DMS_Data\Models\dms_masterContext.cs
            • DMS\DMS.App\src\DMS_Data\Models\Dmsfields.cs
            • DMS\DMS.App\src\DMS_WebApi\Controllers\Document\DocumentTemplateController.cs
            • DMS\DMS.Web\src\DMS_WebApp\ClientApp\src\app\documentTemplate\documentTemplate.component.html
            • DMS\DMS.Web\src\DMS_WebApp\ClientApp\src\app\documentTemplate\documentTemplate.component.ts

             CC: Rohan J Khandave,Samir

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Tasks Done: 1. Updated column names to show the labels for Person, Assignment and Company 2. Fetched fields as per localization 3. Added description to fields 4. Fetched description as per localization 5. Added localization for missing dms fields 6. Excluded DMSCustom fields for dmsfields list As of now sample text has been added for description which will be seen as tooltip on mouse-hover   Tested scenarios : Create document all types - PDF, Text,HTML Save and Get of create document Preview review and sign Files Affected: DMS\Databases Objects\01_DDL\007_ DMS-1429 _DMS_ModTable_dmsfields.sql DMS\Databases Objects\07_Other\001_ DMS-1429 _DMS_ModData_dmsfields.sql DMS\Databases Objects\07_Other\002_ DMS-1429 _DMS_ModData_LocalizeData.sql DMS\Databases Objects\07_Other\DMS_SP_UpdateDMSFieldsDescription.sql DMS\DMS.App\src\DMS_AppLogic\DocumentData.cs DMS\DMS.App\src\DMS_AppLogic\Repository\IDocumentRepository.cs DMS\DMS.App\src\DMS_Data\Models\dms_masterContext.cs DMS\DMS.App\src\DMS_Data\Models\Dmsfields.cs DMS\DMS.App\src\DMS_WebApi\Controllers\Document\DocumentTemplateController.cs DMS\DMS.Web\src\DMS_WebApp\ClientApp\src\app\documentTemplate\documentTemplate.component.html DMS\DMS.Web\src\DMS_WebApp\ClientApp\src\app\documentTemplate\documentTemplate.component.ts  CC: Rohan J Khandave , Samir
            Hide
            jayshree.nagpure Jayshree Nagpure (Inactive) added a comment -

            Hi Ramya Tantry,

            Environment : Preproduction
            Login : Admin

            Verified attached testcases
            PFA and screenshot
            Screenshot.zip

            Working fine
            Closing this ticket

            Thanks,
            Jayshree

            Priya Dhamande Sachin Hingole Hrishikesh Deshpande

            Show
            jayshree.nagpure Jayshree Nagpure (Inactive) added a comment - Hi Ramya Tantry , Environment : Preproduction Login : Admin Verified attached testcases PFA and screenshot Screenshot.zip Working fine Closing this ticket Thanks, Jayshree Priya Dhamande Sachin Hingole Hrishikesh Deshpande

              People

              Assignee:
              ramya.tantry Ramya Tantry (Inactive)
              Reporter:
              priya.dhamande Priya Dhamande (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              4 Start watching this issue

                Dates

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                Updated:
                Resolved:

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