Document Management SystemProject Type: software

Document Management System

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  1. Document Management System
  2. DMS-1970

DMS : Add validations to DMS System Fields

    Details

      Description

      Objective: As a HR Manager, I want to be able to control and validate the data format on forms so that users have specific formats to use so that I can standardize the data collected for use in an API.

      Pre-requisite: I have a DMS activated. I am a CBAT customer.

      Entry: I create a form

      Exit: I can control the data format entered

      Acceptance criteria:

      • can control data entry types:
        • Date
        • soc sec #
        • phone number
        • text
      • receive feedback when the data format is invalid
      • hr manager can configure at set up
      • user sees the required format (dd/mm/yyyy), XXX-XX-XXXX; X-XXX-XXX-XXXX

      Add validations to DMS system fields.

      For an example SSN must be numeric and fixed length.

      Currently DMS not having any validations for system fields. But some API implemented some validations details are updated into DMS-1962.

      CC – Samir

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          relates to

          New Feature - A new feature of the product, which has yet to be developed. DMS-2122 Add helpers on every form to sign

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            mohd.belal Mohd Belal (Inactive) added a comment -

            Hi All,

            I have done the analysis on implementing the validation for system fields in DMS for PDF.

            We will be adding the validation on the basis of system fields name, but in our current scenario we don't have any fixed standard defined for creating the system fields.

             

            For example: We need to validate the date fields in the format of MM/DD/YYYY.

            So we planned to check for fields with name "date" and add validation to all the fields which include date as a part of its name.

            But for some dates we are using names as dob, doj  instead of dateofjoin or dateofbirth.

            This will cause a fail in checking the dates field and our validation won't work in that fields.

             

            Awaiting for further discussion in this implementation.

             

            cc - Samir

            Thanks

             

            Show
            mohd.belal Mohd Belal (Inactive) added a comment - Hi All, I have done the analysis on implementing the validation for system fields in DMS for PDF. We will be adding the validation on the basis of system fields name, but in our current scenario we don't have any fixed standard defined for creating the system fields.   For example: We need to validate the date fields in the format of MM/DD/YYYY . So we planned to check for fields with name " date " and add validation to all the fields which include date as a part of its name. But for some dates we are using names as dob, doj   instead of dateofjoin or dateofbirth . This will cause a fail in checking the dates field and our validation won't work in that fields.   Awaiting for further discussion in this implementation.   cc - Samir Thanks  
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            mohd.belal Mohd Belal (Inactive) added a comment - - edited

            Hi All,

            The current case analysis is added in the document attached.

             

            Another work around that can be done in this case is:

             

            The system fields are accurate which can be used to identify the field and apply validation.

            We can check the mapping of the form fields with the system fields from the mapping details and add validation accordingly.

             

            Analysis of this case:

            We are using following API to fetch the PDF details in Document Preview page.

             

            https://dmsapistage.workterra.net/api/FormsLibrary/GetFormDetails/mohd.belal@careerbuilder.com/1443

            Currently, this is not providing any data related to the Mapped fields which we have for this template. If we get the Mapped data in response we can use that to check the mapping and apply validation.

            Same applied to Document Review Page where the API used is:

            https://dmsapistage.workterra.net/api/Person/GetDetailsForEditPDF/61/1456/1/3509/3494/0

            So, both these API need to be updated to return Mapped Field data for the template in its response.
             

            FYI, the API which we are using in create template is returning the Mapped fields data:

            https://dmsapistage.workterra.net/api/DocumentTemplate/GetFormData/1443

             

            cc - Samir

            Show
            mohd.belal Mohd Belal (Inactive) added a comment - - edited Hi All, The current case analysis is added in the document attached.   Another work around that can be done in this case is:   The system fields are accurate which can be used to identify the field and apply validation. We can check the mapping of the form fields with the system fields from the mapping details and add validation accordingly.   Analysis of this case: We are using following API to fetch the PDF details in Document Preview page.   https://dmsapistage.workterra.net/api/FormsLibrary/GetFormDetails/mohd.belal@careerbuilder.com/1443 Currently, this is not providing any data related to the Mapped fields which we have for this template. If we get the Mapped data in response we can use that to check the mapping and apply validation. Same applied to Document Review Page where the API used is: https://dmsapistage.workterra.net/api/Person/GetDetailsForEditPDF/61/1456/1/3509/3494/0 So, both these API need to be updated to return Mapped Field data for the template in its response.   FYI,  the API which we are using in create template is returning the Mapped fields data: https://dmsapistage.workterra.net/api/DocumentTemplate/GetFormData/1443   cc - Samir
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            mohd.belal Mohd Belal (Inactive) added a comment -

            Hi Shamooka Mohapatra,

            Any update on this regarding the fields list and validation rules.

             

            cc - Samir

            Thanks

            Show
            mohd.belal Mohd Belal (Inactive) added a comment - Hi Shamooka Mohapatra , Any update on this regarding the fields list and validation rules.   cc - Samir Thanks
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            Shamooka.Mohapatra Shamooka Mohapatra (Inactive) added a comment -

            Mohd Belal Card is created on our side. We will pick this card later

            Show
            Shamooka.Mohapatra Shamooka Mohapatra (Inactive) added a comment - Mohd Belal Card is created on our side. We will pick this card later
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            Shamooka.Mohapatra Shamooka Mohapatra (Inactive) added a comment -

            The corresponding card from CBAt - https://careerbuilder.atlassian.net/browse/AT-3962

            cc: Samir Amrendra Kumar

            Show
            Shamooka.Mohapatra Shamooka Mohapatra (Inactive) added a comment - The corresponding card from CBAt - https://careerbuilder.atlassian.net/browse/AT-3962 cc: Samir Amrendra Kumar
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            narendra.kumar Narendra Kumar added a comment -

            Hi Shamooka Mohapatra

            This we have covered in DMS-2122. So closing this ticket.

            cc: Samir, Amrendra Kumar

            Show
            narendra.kumar Narendra Kumar added a comment - Hi Shamooka Mohapatra This we have covered in  DMS-2122 . So closing this ticket. cc: Samir , Amrendra Kumar

              People

              Assignee:
              Shamooka.Mohapatra Shamooka Mohapatra (Inactive)
              Reporter:
              rohan.khandave Rohan J Khandave (Inactive)
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              Watchers:
              3 Start watching this issue

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