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

            Activity

            Hide
            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
            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
            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.
            Hide
            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  
            Hide
            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
            Hide
            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.
            Hide
            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.
            Hide
            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
            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
            Hide
            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
            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 RonovskySwapnil 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

              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

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                Resolved:

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