Uploaded image for project: 'Document Management System'
  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

            priya.dhamande Priya Dhamande (Inactive) created issue -
            samir Samir made changes -
            Field Original Value New Value
            Remaining Estimate 48h [ 172800 ]
            Original Estimate 48h [ 172800 ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Assignee Swapnil Pandhare [ swapnil.pandhare ] Samir [ samir ]
            samir Samir made changes -
            Sprint DMS - Fall Sprint 4 [ 163 ]
            narendra.kumar Narendra Kumar made changes -
            Link This issue relates to DMS-1272 [ DMS-1272 ]
            narendra.kumar Narendra Kumar made changes -
            Assignee Samir [ samir ] Harshveer Singh [ harshveer.singh ]
            narendra.kumar Narendra Kumar made changes -
            Link This issue relates to DMS-1413 [ DMS-1413 ]
            narendra.kumar Narendra Kumar made changes -
            Link This issue relates to DMS-1426 [ DMS-1426 ]
            samir Samir made changes -
            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.

            [~swapnil.pandhare] [~samir] [~rohan.khandave] [~Ganesh.sadawarte]
            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.khandave] [~Ganesh.sadawarte]
            samir Samir made changes -
            Sprint DMS - Fall Sprint 4 [ 163 ] DMS - Fall Sprint 5 [ 164 ]
            samir Samir made changes -
            Assignee Harshveer Singh [ harshveer.singh ] Ramya Tantry [ ramya.tantry ]
            samir Samir made changes -
            Remaining Estimate 48h [ 172800 ] 24h [ 86400 ]
            Original Estimate 48h [ 172800 ] 24h [ 86400 ]
            samir Samir made changes -
            Status To Do [ 10000 ] In Progress [ 3 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status In Progress [ 3 ] To Do [ 10000 ]
            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
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status To Do [ 10000 ] In Progress [ 3 ]
            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  
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Attachment dmsfields.xls [ 110303 ]
            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
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 24h [ 86400 ] 40h [ 144000 ]
            Original Estimate 24h [ 86400 ] 40h [ 144000 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 40h [ 144000 ] 30h [ 108000 ]
            Original Estimate 40h [ 144000 ] 30h [ 108000 ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 13/Jun/19 05:32 AM
            • Time Spent:
              6.5h
               
              • Analysis and task identification
              • Script to change column display name of dmsfields
              • changes to fetch only columndisplayname
              • Script in progress of updating localized fields.
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 30h [ 108000 ] 23.5h [ 84600 ]
            Time Spent 6.5h [ 23400 ]
            Worklog Id 183033 [ 183033 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 23.5h [ 84600 ] 33.5h [ 120600 ]
            Original Estimate 30h [ 108000 ] 40h [ 144000 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 33.5h [ 120600 ] 37.5h [ 135000 ]
            Original Estimate 40h [ 144000 ] 44h [ 158400 ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 14/Jun/19 05:54 AM
            • Time Spent:
              7h
               
              • Add Description column in dmsfields table
              • changes in getSystemfields to fetch only columndisplayname as per localization
              • change in getdocument to show only columndisplayname in mapping details as per localization
              •  Angular Tooltip analysis
              •  localization - Script to update column display name for all languages
              • Add localization for all dmsfields for English, French, Spanish and Chinese.
              • Code changes to fetch description
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 37.5h [ 135000 ] 30.5h [ 109800 ]
            Time Spent 6.5h [ 23400 ] 13.5h [ 48600 ]
            Worklog Id 183281 [ 183281 ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 17/Jun/19 05:48 AM
            • Time Spent:
              7h
               
              • Script to update description column
              • changes in getSystemfields to fetch description as per localization
              • Localization changes for description
              • Text type changes for DMS fields
              • unit testing
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 30.5h [ 109800 ] 23.5h [ 84600 ]
            Time Spent 13.5h [ 48600 ] 20.5h [ 73800 ]
            Worklog Id 183559 [ 183559 ]
            samir Samir made changes -
            Epic Link DMS-473 [ 75966 ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 18/Jun/19 05:35 AM
            • Time Spent:
              6.5h
               
              • Localization script for description
              • removed DMSCustom in columndisplayname
              • unit testing
              • Discussion with Ganesh and Swapnil
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 23.5h [ 84600 ] 17h [ 61200 ]
            Time Spent 20.5h [ 73800 ] 27h [ 97200 ]
            Worklog Id 183812 [ 183812 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 17h [ 61200 ] 11h [ 39600 ]
            Original Estimate 44h [ 158400 ] 38h [ 136800 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Attachment SystemFields_tooltip.jpg [ 110777 ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 18/Jun/19 11:23 PM
            • Time Spent:
              3h
               

              Script creation for execution

              Checkins

              PR creation

              Draft reply

            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
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status In Progress [ 3 ] Code Review [ 11801 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Harshveer Singh [ harshveer.singh ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 11h [ 39600 ] 8h [ 28800 ]
            Time Spent 27h [ 97200 ] 30h [ 108000 ]
            Worklog Id 183990 [ 183990 ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 20/Jun/19 05:39 AM - edited
            • Time Spent:
              3h
               

              Code review changes

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 8h [ 28800 ] 6h [ 21600 ]
            Time Spent 30h [ 108000 ] 32h [ 115200 ]
            Worklog Id 184289 [ 184289 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 6h [ 21600 ] 5h [ 18000 ]
            Time Spent 32h [ 115200 ] 33h [ 118800 ]
            Worklog Id 184289 [ 184289 ]
            shashikant.mishra ShashiKant Mishra (Inactive) made changes -
            Sprint DMS - Fall Sprint 5 [ 164 ] DMS - Fall Sprint 5, DMS - Fall Sprint 6 [ 164, 165 ]
            samir Samir made changes -
            Status Code Review [ 11801 ] In QA Testing [ 11901 ]
            Raj.Hawaldar Raj Hawaldar (Inactive) made changes -
            Status In QA Testing [ 11901 ] In QA Testing [ 11901 ]
            Raj.Hawaldar Raj Hawaldar (Inactive) made changes -
            Assignee Harshveer Singh [ harshveer.singh ] Samir [ samir ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Assignee Samir [ samir ] Jayshree Nagpure [ jayshree.nagpure ]
            jayshree.nagpure Jayshree Nagpure (Inactive) made changes -
            Attachment Screenshot.zip [ 111519 ]
            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
            jayshree.nagpure Jayshree Nagpure (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status In QA Testing [ 11901 ] Done [ 10001 ]
            jayshree.nagpure Jayshree Nagpure (Inactive) logged work - 28/Jun/19 05:57 AM
            • Time Spent:
              2h
               

              testing and testcase writting

            jayshree.nagpure Jayshree Nagpure (Inactive) made changes -
            Assignee Jayshree Nagpure [ jayshree.nagpure ] Ramya Tantry [ ramya.tantry ]
            jayshree.nagpure Jayshree Nagpure (Inactive) made changes -
            Remaining Estimate 5h [ 18000 ] 3h [ 10800 ]
            Time Spent 33h [ 118800 ] 35h [ 126000 ]
            Worklog Id 185805 [ 185805 ]
            Transition Time In Source Status Execution Times
            Ramya Tantry (Inactive) made transition -
            In Progress To Do
            1h 23m 1
            Ramya Tantry (Inactive) made transition -
            To Do In Progress
            29d 18h 18m 2
            Ramya Tantry (Inactive) made transition -
            In Progress Code Review
            6d 1h 41m 1
            Samir made transition -
            Code Review In QA Testing
            4d 23h 17m 1
            Raj Hawaldar (Inactive) made transition -
            In QA Testing In QA Testing
            2d 5h 53m 1
            Jayshree Nagpure (Inactive) made transition -
            In QA Testing Done
            2d 1h 23m 1

              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

                Created:
                Updated:
                Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 38h
                  38h
                  Remaining:
                  Time Spent - 35h Remaining Estimate - 3h
                  3h
                  Logged:
                  Time Spent - 35h Remaining Estimate - 3h
                  35h