Document Management SystemProject Type: software

Document Management System

Uploaded image for project: 'Document Management System'
  1. Document Management System
  2. DMS-21

Archive Form

    Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: Winter release
    • Labels:
      None

      Description

      Overview:
      Allow DMS users to 'archive' forms within the forms library so that they can no longer be used by users, but a history is kept of the form.

      Entry:

      • User enters Forms Library in DMS
      • User navigates to the archive column in Forms Library

      Acceptance Criteria:
      *IF I am in the Forms Library, I can see a column for 'Archive'.
      *IF I am in the forms library and click the 'Archive' icon for a specific form, that form will no longer be available to use to send to end users.
      *IF a form is archived, it will go into the Archive vs. being available in the library.
      *IF I have archived a form, it can be removed from the Archive, if needed, by an admin.

      Exit:
      *DMS user clicks archive button.
      *DMS user leaves Forms Library.

      Prerequisites:
      *User is a current user of CBAT, CBES, or WT OR has stand alone link to log in.
      *User knows how to access portal either by link or within CB application.

        Attachments

        1. Archive_Form_list_delete.png
          Archive_Form_list_delete.png
          103 kB
        2. Archive_Form_list.png
          Archive_Form_list.png
          187 kB
        3. ArchivedTemplate- DMS-21.xls
          20 kB
        4. Form_list.png
          Form_list.png
          196 kB
        5. Testcases -DMS-21.xls
          13 kB

          Issue Links

          relates to

          Bug - A problem which impairs or prevents the functions of the product. DMS-1008 DMS | Template Library and Completed / sent forms Library | After Archive Admin should remain on Archive Tab

          • High - Serious problem that could block progress.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-142 Active templates/Archived templates -> Sorting fields not working

          • Critical - This problem will block progress.
          • Done

            Activity

            Ascending order - Click to sort in descending order
            molly.ronovsky Molly Ronovsky (Inactive) created issue -
            molly.ronovsky Molly Ronovsky (Inactive) made changes -
            Field Original Value New Value
            Epic Link DMS-4 [ 69341 ]
            molly.ronovsky Molly Ronovsky (Inactive) made changes -
            Fix Version/s Winter release [ 10428 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Sprint DMS - Sprint 2 [ 130 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Rank Ranked higher
            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment -

            Molly Ronovsky :I have question on this, if we move a document to archive, then from where admin can navigate to Archive library? Kindly confirm

            cc: Trent Sherrell

            Show
            aruna.raheja Aruna Raheja added a comment - Molly Ronovsky :I have question on this, if we move a document to archive, then from where admin can navigate to Archive library? Kindly confirm cc: Trent Sherrell
            Hide
            Permalink
            molly.ronovsky Molly Ronovsky (Inactive) added a comment -

            Good question - I do not think we need to make a third library. What if there was a tab at the top that defaulted to Active, but you could click Archived and that would show old forms? Thoughts? Aruna RahejaTrent Sherrell

            Show
            molly.ronovsky Molly Ronovsky (Inactive) added a comment - Good question - I do not think we need to make a third library. What if there was a tab at the top that defaulted to Active, but you could click Archived and that would show old forms? Thoughts? Aruna Raheja Trent Sherrell
            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment - - edited

            Molly Ronovsky : I am thinking the same way.

            Trent Sherrell : Your suggestions

            Have added the screen as well.

            Show
            aruna.raheja Aruna Raheja added a comment - - edited Molly Ronovsky : I am thinking the same way. Trent Sherrell : Your suggestions Have added the screen as well.
            aruna.raheja Aruna Raheja made changes -
            Attachment Archive_Form_list.png [ 87679 ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Assignee Samir [ samir ] Swapnil Pandhare [ swapnil.pandhare ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Assignee Swapnil Pandhare [ swapnil.pandhare ] Akash Thakur [ akash.thakur ]
            aruna.raheja Aruna Raheja made changes -
            Attachment Archive_Form_list_delete.png [ 88679 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment Archive_Form_list_delete.png [ 88679 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment Archive_Form_list_delete.png [ 88692 ]
            Permalink
            akash.thakur Akash Thakur (Inactive) logged work - 02/Nov/18 07:11 AM
            • Time Spent:
              8h
               

              R & D on API structure how the API works.

              writing my own API & sending a call from the angular frontend.

              Project discussions & stand-ups included.

               

               

               

            akash.thakur Akash Thakur (Inactive) made changes -
            Remaining Estimate 0h [ 0 ]
            Time Spent 8h [ 28800 ]
            Worklog Id 143135 [ 143135 ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Status To Do [ 10000 ] In Progress [ 3 ]
            Permalink
            akash.thakur Akash Thakur (Inactive) logged work - 05/Nov/18 06:30 AM
            • Time Spent:
              7h
               

              Done with API call to archive form.

              Done changes on angular part web API.

              Need to merge this with Ganesh code.

               

               

            akash.thakur Akash Thakur (Inactive) made changes -
            Time Spent 8h [ 28800 ] 15h [ 54000 ]
            Worklog Id 143415 [ 143415 ]
            Permalink
            swapnil.pandhare Swapnil Pandhare (Inactive) logged work - 05/Nov/18 10:55 AM
            • Time Spent:
              0.75h
               

              DIscussion

            Permalink
            akash.thakur Akash Thakur (Inactive) logged work - 06/Nov/18 03:25 AM
            • Time Spent:
              6.5h
               

              API testing.

              updating database field datatype.

              code-merge in Github.

              Angular front-end testing and merge with Anshul's code.

              Project discussion with stand up.

               

            akash.thakur Akash Thakur (Inactive) made changes -
            Time Spent 15h [ 54000 ] 21.5h [ 77400 ]
            Worklog Id 143560 [ 143560 ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status In Progress [ 3 ] Done [ 10001 ]
            Hide
            Permalink
            Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment -

            Hi All,

            Akash Thakur has completed this functionality. so marking this Jira as done.

            CC-Swapnil Pandhare

            Thanks,
            Ganesh

             

            Show
            Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - Hi All, Akash Thakur has completed this functionality. so marking this Jira as done. CC- Swapnil Pandhare Thanks, Ganesh  
            Ganesh.sadawarte Ganesh Sadawarte (Inactive) made changes -
            Status Done [ 10001 ] Done [ 10001 ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Time Spent 21.5h [ 77400 ] 22.25h [ 80100 ]
            Worklog Id 144124 [ 144124 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment Archive_Form_list.png [ 87679 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment Archive_Form_list_delete.png [ 88692 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment Archive_Form_list_delete.png [ 89601 ]
            Attachment Archive_Form_list.png [ 89602 ]
            Attachment Form_list.png [ 89603 ]
            jayshree.nagpure Jayshree Nagpure (Inactive) made changes -
            Link This issue relates to DMS-142 [ DMS-142 ]
            jayshree.nagpure Jayshree Nagpure (Inactive) made changes -
            Attachment ArchivedTemplate- DMS-21.xls [ 90506 ]
            Permalink
            jayshree.nagpure Jayshree Nagpure (Inactive) logged work - 21/Nov/18 05:14 AM
            • Time Spent:
              1h
               

              QA verification and testcases updates

            jayshree.nagpure Jayshree Nagpure (Inactive) made changes -
            Time Spent 22.25h [ 80100 ] 23.25h [ 83700 ]
            Worklog Id 146371 [ 146371 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Attachment Testcases -DMS-21.xls [ 100879 ]
            Hide
            Permalink
            priya.dhamande Priya Dhamande (Inactive) added a comment -

            Hi Molly,

            As per discussion assigning the Jira to you. 

            Test Cases attached for reference.

            Request you to please review and confirm the same.

            Thanks

            Show
            priya.dhamande Priya Dhamande (Inactive) added a comment - Hi Molly, As per discussion assigning the Jira to you.  Test Cases attached for reference. Request you to please review and confirm the same. Thanks
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Assignee Akash Thakur [ akash.thakur ] Molly Ronovsky [ molly.ronovsky ]
            Hide
            Permalink
            molly.ronovsky Molly Ronovsky (Inactive) added a comment -

            Priya Dhamande,

            I went through the test cases. I can say the first 4 passed the test, however once i archived a document, it did not show up in the archived document tab. Because of this, I could not test the remaining items since there was nothing in that tab. I was testing on dms.workterra.net.

            Show
            molly.ronovsky Molly Ronovsky (Inactive) added a comment - Priya Dhamande , I went through the test cases. I can say the first 4 passed the test, however once i archived a document, it did not show up in the archived document tab. Because of this, I could not test the remaining items since there was nothing in that tab. I was testing on dms.workterra.net.
            molly.ronovsky Molly Ronovsky (Inactive) made changes -
            Assignee Molly Ronovsky [ molly.ronovsky ] Priya Dhamande [ priya.dhamande ]
            Permalink
            priya.dhamande Priya Dhamande (Inactive) logged work - 18/Mar/19 09:56 PM
            • Time Spent:
              1h
               

              Verifying issue on PreProd and Prod of Archive not working

            priya.dhamande Priya Dhamande (Inactive) made changes -
            Assignee Priya Dhamande [ priya.dhamande ] Molly Ronovsky [ molly.ronovsky ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Time Spent 23.25h [ 83700 ] 24.25h [ 87300 ]
            Worklog Id 167534 [ 167534 ]
            Hide
            Permalink
            molly.ronovsky Molly Ronovsky (Inactive) added a comment -

            Priya Dhamande

            Everything looks good - but again when you delete an archived template, it then redirects back to active templates when done vs. back to the archived templates.

            Show
            molly.ronovsky Molly Ronovsky (Inactive) added a comment - Priya Dhamande Everything looks good - but again when you delete an archived template, it then redirects back to active templates when done vs. back to the archived templates.
            molly.ronovsky Molly Ronovsky (Inactive) made changes -
            Assignee Molly Ronovsky [ molly.ronovsky ] Priya Dhamande [ priya.dhamande ]
            Hide
            Permalink
            priya.dhamande Priya Dhamande (Inactive) added a comment -

            Molly Ronovsky,

            Yes, it redirects to Active Template, do you want this to remain on Archive Tab?

            Swapnil Pandhare Samir

            Show
            priya.dhamande Priya Dhamande (Inactive) added a comment - Molly Ronovsky , Yes, it redirects to Active Template, do you want this to remain on Archive Tab? Swapnil Pandhare Samir
            Hide
            Permalink
            molly.ronovsky Molly Ronovsky (Inactive) added a comment -

            Priya Dhamande I think it would make sense - let's say they are cleaning up their templates - if they keep getting redirected to active it would be frustrating. To me, it makes sense to redirect to the area they are working in vs. a different area. Robert Malony

            Show
            molly.ronovsky Molly Ronovsky (Inactive) added a comment - Priya Dhamande I think it would make sense - let's say they are cleaning up their templates - if they keep getting redirected to active it would be frustrating. To me, it makes sense to redirect to the area they are working in vs. a different area. Robert Malony
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-1008 [ DMS-1008 ]
            Hide
            Permalink
            priya.dhamande Priya Dhamande (Inactive) added a comment -

            Molly Ronovsky Robert Malony

            Closing this jira and you can track the mentioned issue with jira DMS-1008

            Swapnil Pandhare Samir

            Show
            priya.dhamande Priya Dhamande (Inactive) added a comment - Molly Ronovsky Robert Malony Closing this jira and you can track the mentioned issue with jira DMS-1008 Swapnil Pandhare Samir
            Hide
            Permalink
            Robert.Malony Robert Malony (Inactive) added a comment -

            Thanks Priya Dhamande,

            We will track DMS-1008 for ensuring the user stays on the Archived tab and add comments there rather than this one.

            Thanks,

            Robert

            cc: Molly Ronovsky, Swapnil Pandhare, and Samir

            Show
            Robert.Malony Robert Malony (Inactive) added a comment - Thanks Priya Dhamande , We will track DMS-1008 for ensuring the user stays on the Archived tab and add comments there rather than this one. Thanks, Robert cc: Molly Ronovsky ,  Swapnil Pandhare , and Samir
            Transition Time In Source Status Execution Times
            Swapnil Pandhare (Inactive) made transition -
            To Do In Progress
            		39d 5h 12m 1
            Swapnil Pandhare (Inactive) made transition -
            In Progress Done
            		4d 7h 1m 1
            Ganesh Sadawarte (Inactive) made transition -
            Done Done
            		5m 10s 1

              People

              Assignee:
              priya.dhamande Priya Dhamande (Inactive)
              Reporter:
              molly.ronovsky Molly Ronovsky (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              5 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - Not Specified
                  Not Specified
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 24.25h
                  24.25h