Document Management SystemProject Type: software

Document Management System

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  1. Document Management System
  2. DMS-51

Create Email Templates

    Details

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

      Description

      Overview:
      As a DMS user, I want to be able to create and save email templates within the DMS so that I can send them to end users.

      Entry:
      1. User enters DMS.
      2. User navigates to Email Templates

      Acceptance Criteria:
      *IF I am in the DMS, I am able to create and save email templates to be used to send to end users.
      *IF I am in the DMS, I am able to use 'tags' within email templates so that data is automatically populated when using within a standard template.
      *IF I am in the DMS creating an email template, I want to be able to use an editor (like Bee Editor) to make my email templates look professional / clean and have the ability to include various types of design, images, videos, etc.
      *IF I am in the DMS creating an email template, I want to be able to pull in an esignature tag for end user to be able to sign.

      Exit:
      *User saves email template.
      *User exits DMS.

      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. Customized Template.png
          159 kB
          Aruna Raheja
        2. New Email Template.png
          195 kB
          Aruna Raheja
        3. New Email Template rows.png
          188 kB
          Aruna Raheja
        4. New Email Template tags.png
          198 kB
          Aruna Raheja
        5. Screen Shot 2019-02-15 at 4.20.41 PM.png
          42 kB
          Aruna Raheja
        6. Screen Shot 2019-02-15 at 4.21.01 PM.png
          74 kB
          Aruna Raheja
        7. SettingsTab.png
          155 kB
          Smita Pawar
        8. Testcases -DMS-51.xls
          21 kB
          Priya Dhamande

          Issue Links

          relates to

          Sub-task - The sub-task of the issue DMS-831 DMS | Create Email Template Mockup

          • Medium - Has the potential to affect progress.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-946 DMS | Admin should is able to create template even though the From is having incorrect Email format

          • Medium - Has the potential to affect progress.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-954 DMS | Add Email Template | Unable to create Template when multiple components are selected

          • Medium - Has the potential to affect progress.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-955 DMS | Add Email Template | Image Tag not working

          • Medium - Has the potential to affect progress.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-956 DMS | Add Email Template | Unable to create Template when multiple components are selected | Category changed

          • Medium - Has the potential to affect progress.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-996 DMS | Create Template Validation missing for Category

          • Medium - Has the potential to affect progress.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-997 DMS | Create Email template | Category Missing

          • Medium - Has the potential to affect progress.
          • Done

          New Feature - A new feature of the product, which has yet to be developed. DMS-742 Global email templates for company

          • Medium - Has the potential to affect progress.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-945 DMS | Add New Email Template

          • Low - Minor problem or easily worked around.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-947 DMS | Template Name | User can create template with same in different Category

          • Medium - Has the potential to affect progress.
          • Done

          Bug - A problem which impairs or prevents the functions of the product. DMS-995 Email Template | Unable to add new Email Template

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

            Activity

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            14 older comments
            Hide
            Permalink
            smita.v.pawar Smita Pawar (Inactive) added a comment - - edited

            Hi Aruna Raheja

            I need icons for Edit Email Template-

            1. Edit Button- All icons
            2. Edit Text- Padding section image
            3. Edit Video- Play Icon

             

            Yes, I am referring invision link only while creating HTML. Have you updated color codes there, which we discussed?

            I am using #767676 for labels.

            Show
            smita.v.pawar Smita Pawar (Inactive) added a comment - - edited Hi Aruna Raheja I need icons for Edit Email Template- Edit Button- All icons Edit Text- Padding section image Edit Video- Play Icon   Yes, I am referring invision link only while creating HTML. Have you updated color codes there, which we discussed? I am using #767676 for labels.
            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment -

            Smita Pawar : For all the icons I need a separate ticket as there are a lot of icons in the same, so kindly get the same created.

            For color codes, we have updated the text color on new Invision link which Ihas shared with you. Kindly considered the same.

            Let me know if you have any queries on this

            Show
            aruna.raheja Aruna Raheja added a comment - Smita Pawar : For all the icons I need a separate ticket as there are a lot of icons in the same, so kindly get the same created. For color codes, we have updated the text color on new Invision link which Ihas shared with you. Kindly considered the same. Let me know if you have any queries on this
            Hide
            Permalink
            priya.dhamande Priya Dhamande (Inactive) added a comment -

            Environment: PreProd

            Issues found during testing are linked with jira.

            So, assigning parent jira.
            Swapnil Pandhare Ganesh Sadawarte

            Show
            priya.dhamande Priya Dhamande (Inactive) added a comment - Environment: PreProd Issues found during testing are linked with jira. So, assigning parent jira. Swapnil Pandhare Ganesh Sadawarte
            Hide
            Permalink
            narendra.kumar Narendra Kumar added a comment -

            Hi Priya Dhamande,

            Can you please test all these issues again with the latest build because Ganesh Sadawarte has added the create email template functionality in edit email template component. And in this component, all the validations are already approved.

            So can you please check these issues once again?

             

            cc - Samir, Swapnil Pandhare

             

            Thanks

            Narendra

            Show
            narendra.kumar Narendra Kumar added a comment - Hi Priya Dhamande , Can you please test all these issues again with the latest build because Ganesh Sadawarte has added the create email template functionality in edit email template component. And in this component, all the validations are already approved. So can you please check these issues once again?   cc - Samir , Swapnil Pandhare   Thanks Narendra
            Hide
            Permalink
            priya.dhamande Priya Dhamande (Inactive) added a comment -

            With this jira, only creating Email template is working as expected.

            Other jiras found are linked to the jira.

            Closing this Jira for Sprint closing.

            Swapnil Pandhare Narendra Kumar Ganesh Sadawarte Rohan J Khandave

             

            Show
            priya.dhamande Priya Dhamande (Inactive) added a comment - With this jira, only creating Email template is working as expected. Other jiras found are linked to the jira. Closing this Jira for Sprint closing. Swapnil Pandhare Narendra Kumar Ganesh Sadawarte Rohan J Khandave  

              People

              Assignee:
              narendra.kumar Narendra Kumar
              Reporter:
              molly.ronovsky Molly Ronovsky (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              6 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

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                  Original Estimate - 245h Original Estimate - 245h
                  245h
                  Remaining:
                  Time Spent - 197.25h Remaining Estimate - 107h
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