-
Type:
Bug
-
Status: Done
-
Priority:
High
-
Resolution: Done
-
Affects Version/s: None
-
Fix Version/s: Integration with CBAT
-
Labels:None
-
Company:All Clients/Multiple Clients
-
Epic Link:
Objective
There are a few items on the DMS that were identified to be addressed for the DMS-CBAT integration. This includes the Template Creation screens used in Document and Offer letter creation.
Requirements:
- Alphabetize the order of Fields from A to Z / 0-9 for System Fields
- Means that after Z, then show any numbers order 0-9
- Change Given.Name to First.Name
- When creating an Offer Letter Template, automatically have "Offer Letter" selected for the Template Type field
- Remove the Document Source field from all Templates (Documents and Offer Letter)
Changes related to point 1 done. Need discussion wIth Samir for other points,hence keeping it on hold.
Ramya Tantry (Inactive)
added a comment - Changes related to point 1 done. Need discussion wIth Samir for other points,hence keeping it on hold. Below are the status of the requirements specified :
- Alphabetize the order of Fields from A to Z / 0-9 for System Fields : Means that after Z, then show any numbers order 0-9 [ Changes done under this JIRA ]
- When creating an Offer Letter Template, automatically have "Offer Letter" selected for the Template Type field [ Changes done under DMS- 1766]
- Remove the Document Source field from all Templates (Documents and Offer Letter) [ Changes done under DMS- 1766]
Robert Malony : Need your input on below point.
Change Given.Name to First.Name
The system field for given name is Person.Given Name and there is a different field present for first name as Person.First Name. Could you please elaborate on which fields need to be changed.
Files Affected :
DMS\DMS.App\src\DMS_AppLogic\BuisnessLogic\DocumentData.cs
Ramya Tantry (Inactive)
added a comment - Below are the status of the requirements specified :
Alphabetize the order of Fields from A to Z / 0-9 for System Fields : Means that after Z, then show any numbers order 0-9 [ Changes done under this JIRA ]
When creating an Offer Letter Template, automatically have "Offer Letter" selected for the Template Type field [ Changes done under DMS- 1766]
Remove the Document Source field from all Templates (Documents and Offer Letter) [ Changes done under DMS- 1766]
Robert Malony : Need your input on below point.
Change Given.Name to First.Name
The system field for given name is Person.Given Name and there is a different field present for first name as Person.First Name. Could you please elaborate on which fields need to be changed.
Files Affected :
DMS\DMS.App\src\DMS_AppLogic\BuisnessLogic\DocumentData.cs
CC : Samir , Rohan J Khandave , Priya Dhamande Hi Ramya Tantry,
Adding in Ravi Banda as this was feedback that was captured during the a Fall 2019 Beta meeting. But my recollection is that people in the US do not fully understand "Given Name", rather "First Name". The ask in this requirement was more to ensure that Given name was either 1) changed to First Name or 2) hidden as to not cause confusion.
Thanks,
Robert
cc: Samir, Rohan J Khandave, and Priya Dhamande
Environment: Preprod
Login: Admin
Browser: FF and Chrome
Issues verified:
1. Alphabetize the order of Fields from A to Z / 0-9 for System Fields : Means that after Z, then show any numbers order 0-9 - Pass
2. Remove the Document Source field from all Templates (Documents and Offer Letter) when CBAT selected as Source Product. - Pass
Ramya Tantry, check for above comments. Assigning for implementing First Name change.
Hi Priya Dhamande,
As per discussion with Samir, changed Person.Given Name label to Person.First Name. Also have updated the description of that field to "Person.First Name is equivalent to Person.Given Name". Please verify on Pre-prod and Prod.
Ramya Tantry (Inactive)
added a comment - Hi Priya Dhamande ,
As per discussion with Samir, changed Person.Given Name label to Person.First Name. Also have updated the description of that field to "Person.First Name is equivalent to Person.Given Name". Please verify on Pre-prod and Prod.
CC: Rohan J Khandave , Samir Environment: Prod
Login: Admin
File Type: PDF, TEXT and HTML
Browser: FF and Chrome
The name is changed as expected.
Refer screen capture. So, marking jira done.
Hi all,
Made this list during our call.
-Robert
cc: Ravi Banda and ShashiKant Mishra