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Type:
New Feature
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Status: Done
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Priority:
Medium
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Resolution: Done
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Affects Version/s: None
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Fix Version/s: CBAT Offer Letter - Fall
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Labels:None
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Company:All Clients/Multiple Clients
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Epic Link:
Show custom fields data on document preview (UI , Integration API)
Edit Form , Preview Document
- relates to
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- Done
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Tasks :
- Changes in "DMS_SP_GetTemplateFormMappedDetails" to fetch details from personcustomattributedata and assignmentcustomattributedata.
- Changes in ProcessPDFdata to save data of Custom attributes
- Unit testing
Found Existing Issue:
Scenario : If Company Email is mapped, then while sending forms to person, person's email gets replaced by company email as only person's communication id is getting referred for updating details.
Correction : If company related communication details(address, phone, email) are mapped, then company's communication id will be considered to update company details.
Ramya Tantry (Inactive)
added a comment - Tasks :
Changes in "DMS_SP_GetTemplateFormMappedDetails" to fetch details from personcustomattributedata and assignmentcustomattributedata.
Changes in ProcessPDFdata to save data of Custom attributes
Unit testing
Found Existing Issue:
Scenario : If Company Email is mapped, then while sending forms to person, person's email gets replaced by company email as only person's communication id is getting referred for updating details.
Correction : If company related communication details(address, phone, email) are mapped, then company's communication id will be considered to update company details.
Environment: Preview
Login: Admin
File Type: PDF
Pre-Condition: Custom Field created using API
Steps:
1. Mapped custom field
2. Send Forms Preview
3. Admin able to see the data mapped
4. Edit made are saved
Refer screen capture. So, marking jira done.
Robert Malony, can you please confirm the same.
Changes in "DMS_SP_GetTemplateFormMappedDetails" to fetch details from personcustomattributedata and assignmentcustomattributedata.
Unit testing done on Preview and Edit.