Document Management SystemProject Type: software

Document Management System

Uploaded image for project: 'Document Management System'
  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
          Customized Template.png
          159 kB
        2. New Email Template.png
          New Email Template.png
          195 kB
        3. New Email Template rows.png
          New Email Template rows.png
          188 kB
        4. New Email Template tags.png
          New Email Template tags.png
          198 kB
        5. Screen Shot 2019-02-15 at 4.20.41 PM.png
          Screen Shot 2019-02-15 at 4.20.41 PM.png
          42 kB
        6. Screen Shot 2019-02-15 at 4.21.01 PM.png
          Screen Shot 2019-02-15 at 4.21.01 PM.png
          74 kB
        7. SettingsTab.png
          SettingsTab.png
          155 kB
        8. Testcases -DMS-51.xls
          21 kB

          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

            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-10 [ 69434 ]
            molly.ronovsky Molly Ronovsky (Inactive) made changes -
            Fix Version/s Winter release [ 10428 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Sprint DMS - Sprint 5 [ 133 ]
            samir Samir made changes -
            Sprint DMS - Sprint 5 [ 133 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment New Email Template Editing GText.png [ 92177 ]
            Attachment New Email Template Editing.png [ 92178 ]
            Attachment New Email Template rows.png [ 92179 ]
            Attachment New Email Template tags.png [ 92180 ]
            Attachment New Email Template.png [ 92181 ]
            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment -

            Molly Ronovsky Samir : Kindly review

            Show
            aruna.raheja Aruna Raheja added a comment - Molly Ronovsky Samir : Kindly review
            Hide
            Permalink
            molly.ronovsky Molly Ronovsky (Inactive) added a comment -

            Aruna Raheja Per our conversation today - I believe you are updating to accommodate a few other things (how language will work, etc.), then i will review!

            Show
            molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja Per our conversation today - I believe you are updating to accommodate a few other things (how language will work, etc.), then i will review!
            Hide
            Permalink
            samir Samir added a comment -

            Aruna Raheja can we have a call sometime today to go through this?

            Show
            samir Samir added a comment - Aruna Raheja can we have a call sometime today to go through this?
            samir Samir made changes -
            Assignee Samir [ samir ] Aruna Raheja [ aruna.raheja ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Fix Version/s Email communication [ 10450 ]
            Fix Version/s Winter release [ 10428 ]
            samir Samir made changes -
            Sprint DMS - Sprint 3 [ 152 ]
            aruna.raheja Aruna Raheja made changes -
            Assignee Aruna Raheja [ aruna.raheja ] Samir [ samir ]
            Hide
            Permalink
            samir Samir added a comment -

            Hi Aruna Raheja,

            As per our call please let us know when the new design for these mockups are ready. Smita Pawar needs to start with HTML

            Regards,

            Samir

            Smita Pawar Narendra Kumar

            Show
            samir Samir added a comment - Hi Aruna Raheja , As per our call please let us know when the new design for these mockups are ready. Smita Pawar needs to start with HTML Regards, Samir Smita Pawar Narendra Kumar
            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment - - edited

            Hi Samir,

            Above designs are already finalized by Molly Ronovsky, but as I told you that we are working on new designs and those need to be approved by Molly Ronovsky. We didn't change much in new designs. I have attached mockup for your reference so that your work will not hamper. Also below is the invision link for the same.

            https://careerbuilder.invisionapp.com/d/#/console/16623635/344726656/preview 

            CC: Smita Pawar Narendra Kumar

            Regards,

            Aruna

            Show
            aruna.raheja Aruna Raheja added a comment - - edited Hi Samir , Above designs are already finalized by Molly Ronovsky , but as I told you that we are working on new designs and those need to be approved by Molly Ronovsky . We didn't change much in new designs. I have attached mockup for your reference so that your work will not hamper. Also below is the invision link for the same. https://careerbuilder.invisionapp.com/d/#/console/16623635/344726656/preview   CC:  Smita Pawar Narendra Kumar Regards, Aruna
            aruna.raheja Aruna Raheja made changes -
            Attachment Customized Template.png [ 97889 ]
            Hide
            Permalink
            smita.v.pawar Smita Pawar (Inactive) added a comment -

            Hi Aruna Raheja,

            Can you please provide the icons as well, related to these screens?

            Show
            smita.v.pawar Smita Pawar (Inactive) added a comment - Hi Aruna Raheja , Can you please provide the icons as well, related to these screens?
            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment -

            Hi Smita Pawar, Kindly create a subtask for this work as it will take some hours to me give you the font file of this

            Show
            aruna.raheja Aruna Raheja added a comment - Hi Smita Pawar , Kindly create a subtask for this work as it will take some hours to me give you the font file of this
            samir Samir made changes -
            Assignee Samir [ samir ] Narendra Kumar [ narendra.kumar ]
            Permalink
            Ganesh.sadawarte Ganesh Sadawarte (Inactive) logged work - 12/Feb/19 05:06 AM
            • Time Spent:
              0.5h
               

              Discussion with samir for task planning.

            Ganesh.sadawarte Ganesh Sadawarte (Inactive) made changes -
            Remaining Estimate 0h [ 0 ]
            Time Spent 0.5h [ 1800 ]
            Worklog Id 160496 [ 160496 ]
            Hide
            Permalink
            smita.v.pawar Smita Pawar (Inactive) added a comment -

            Swapnil Pandhare, Can you please create subtask for icon creation?

            Show
            smita.v.pawar Smita Pawar (Inactive) added a comment - Swapnil Pandhare , Can you please create subtask for icon creation?
            Permalink
            smita.v.pawar Smita Pawar (Inactive) logged work - 13/Feb/19 03:27 AM
            • Time Spent:
              4h
               

              HTML creation.

            Permalink
            smita.v.pawar Smita Pawar (Inactive) logged work - 14/Feb/19 03:28 AM
            • Time Spent:
              4h
               

              HTML Creation.

            smita.v.pawar Smita Pawar (Inactive) made changes -
            Time Spent 0.5h [ 1800 ] 4.5h [ 16200 ]
            Worklog Id 160952 [ 160952 ]
            smita.v.pawar Smita Pawar (Inactive) made changes -
            Time Spent 4.5h [ 16200 ] 8.5h [ 30600 ]
            Worklog Id 160953 [ 160953 ]
            smita.v.pawar Smita Pawar (Inactive) made changes -
            Attachment SettingsTab.png [ 98457 ]
            Hide
            Permalink
            smita.v.pawar Smita Pawar (Inactive) added a comment -

            Hi Aruna Raheja,

            Wanted to confirm on SETTINGS tabs- Layout Spacing and Background and Borders are collapsible panels? And what will be the content for these sections.

            Please find attached screen, picked form invision for SETTINGS view.

             

            Narendra Kumar Ganesh Sadawarte Swapnil Pandhare Samir

            Show
            smita.v.pawar Smita Pawar (Inactive) added a comment - Hi Aruna Raheja , Wanted to confirm on SETTINGS tabs- Layout Spacing and Background and Borders are collapsible panels? And what will be the content for these sections. Please find attached screen, picked form invision for SETTINGS view.   Narendra Kumar Ganesh Sadawarte Swapnil Pandhare Samir
            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment -

            Hi Smita Pawar,

            Yes, these are a collapsible panel. Attached are the screens for your reference. If you want i will provide you the mockups by Monday

            Show
            aruna.raheja Aruna Raheja added a comment - Hi Smita Pawar , Yes, these are a collapsible panel. Attached are the screens for your reference. If you want i will provide you the mockups by Monday
            aruna.raheja Aruna Raheja made changes -
            Attachment Screen Shot 2019-02-15 at 4.20.50 PM.png [ 98469 ]
            Attachment Screen Shot 2019-02-15 at 4.21.01 PM.png [ 98470 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment Screen Shot 2019-02-15 at 4.20.50 PM.png [ 98469 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment Screen Shot 2019-02-15 at 4.20.41 PM.png [ 98471 ]
            Hide
            Permalink
            smita.v.pawar Smita Pawar (Inactive) added a comment -

            Aruna Raheja, mockups will be helpful. 

            Show
            smita.v.pawar Smita Pawar (Inactive) added a comment - Aruna Raheja , mockups will be helpful. 
            Permalink
            smita.v.pawar Smita Pawar (Inactive) logged work - 18/Feb/19 09:18 PM
            • Time Spent:
              6h
               

              HTML for customize template

            Hide
            Permalink
            smita.v.pawar Smita Pawar (Inactive) added a comment -

            Hi Aruna Raheja,

            I would required icons for Edit Email Template.

            And, can you please check with Invision mockup for this flow? Few screens are varying from the attached here with this ticket.

            Once you are done with screens for Settings Tab, please update.

             

            Samir Swapnil Pandhare Ganesh Sadawarte Narendra Kumar

            Show
            smita.v.pawar Smita Pawar (Inactive) added a comment - Hi Aruna Raheja , I would required icons for  Edit Email Template. And, can you please check with Invision mockup for this flow? Few screens are varying from the attached here with this ticket. Once you are done with screens for Settings Tab, please update.   Samir Swapnil Pandhare Ganesh Sadawarte Narendra Kumar
            Hide
            Permalink
            smita.v.pawar Smita Pawar (Inactive) added a comment -

            Hi Ganesh Sadawarte, Narendra Kumar,

            While providing the HTML I have followed new screens for position of Tab section. In old mockup it was at left but as per new screens I have provided it to right side, so we can avoid further rework.

            Show
            smita.v.pawar Smita Pawar (Inactive) added a comment - Hi Ganesh Sadawarte , Narendra Kumar , While providing the HTML I have followed new screens for position of Tab section. In old mockup it was at left but as per new screens I have provided it to right side, so we can avoid further rework.
            Permalink
            smita.v.pawar Smita Pawar (Inactive) logged work - 19/Feb/19 09:18 PM - edited
            • Time Spent:
              7.5h
               

              HTML for customize template

            Hide
            Permalink
            aruna.raheja Aruna Raheja added a comment -

            Hi Smita Pawar, Can you please share the screen for which you required icons.

            Also for screens, Kindly considered Invision Link.

            CC:Kristen

            Show
            aruna.raheja Aruna Raheja added a comment - Hi Smita Pawar , Can you please share the screen for which you required icons. Also for screens, Kindly considered Invision Link. CC: Kristen
            aruna.raheja Aruna Raheja made changes -
            Attachment New Email Template Editing.png [ 92178 ]
            aruna.raheja Aruna Raheja made changes -
            Attachment New Email Template Editing GText.png [ 92177 ]
            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
            Permalink
            smita.v.pawar Smita Pawar (Inactive) logged work - 20/Feb/19 08:50 PM
            • Time Spent:
              5h
               

              HTML for Edit Button/Text and coordination with DEV team.

            smita.v.pawar Smita Pawar (Inactive) made changes -
            Time Spent 8.5h [ 30600 ] 13.5h [ 48600 ]
            Worklog Id 162281 [ 162281 ]
            smita.v.pawar Smita Pawar (Inactive) made changes -
            Time Spent 13.5h [ 48600 ] 21.5h [ 77400 ]
            Worklog Id 162320 [ 162320 ]
            smita.v.pawar Smita Pawar (Inactive) made changes -
            Time Spent 21.5h [ 77400 ] 27.5h [ 99000 ]
            Worklog Id 162321 [ 162321 ]
            smita.v.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 0h [ 0 ] 0.5h [ 1800 ]
            Time Spent 27.5h [ 99000 ] 27h [ 97200 ]
            Worklog Id 162320 [ 162320 ]
            narendra.kumar Narendra Kumar made changes -
            Link This issue relates to DMS-831 [ DMS-831 ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Sprint DMS - Sprint 3 [ 152 ] DMS - Sprint 3, DMS - Sprint 4 [ 152, 153 ]
            narendra.kumar Narendra Kumar made changes -
            Status To Do [ 10000 ] In Progress [ 3 ]
            narendra.kumar Narendra Kumar made changes -
            Status In Progress [ 3 ] Code Review [ 11801 ]
            swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
            Sprint DMS - Sprint 3, DMS - Sprint 4 [ 152, 153 ] DMS - Sprint 3, DMS - Sprint 4, DMS - Sprint 5 [ 152, 153, 154 ]
            narendra.kumar Narendra Kumar made changes -
            Assignee Narendra Kumar [ narendra.kumar ] Priya Dhamande [ priya.dhamande ]
            narendra.kumar Narendra Kumar made changes -
            Status Code Review [ 11801 ] In QA Testing [ 11901 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-946 [ DMS-946 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-945 [ DMS-945 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-947 [ DMS-947 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-954 [ DMS-954 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-955 [ DMS-955 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-956 [ DMS-956 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Attachment Testcases -DMS-51.xls [ 101270 ]
            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
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Assignee Priya Dhamande [ priya.dhamande ] Narendra Kumar [ narendra.kumar ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Status In QA Testing [ 11901 ] In Progress [ 3 ]
            Permalink
            priya.dhamande Priya Dhamande (Inactive) logged work - 15/Mar/19 02:58 AM
            • Time Spent:
              4.5h
               
              • Email regression
              • test cases writing
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Remaining Estimate 0.5h [ 1800 ] 0h [ 0 ]
            Time Spent 27h [ 97200 ] 31.5h [ 113400 ]
            Worklog Id 166817 [ 166817 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-742 [ DMS-742 ]
            narendra.kumar Narendra Kumar made changes -
            Status In Progress [ 3 ] To Do [ 10000 ]
            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
            narendra.kumar Narendra Kumar made changes -
            Status To Do [ 10000 ] In QA Testing [ 11901 ]
            narendra.kumar Narendra Kumar made changes -
            Assignee Narendra Kumar [ narendra.kumar ] Priya Dhamande [ priya.dhamande ]
            rohan.khandave Rohan J Khandave (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status In QA Testing [ 11901 ] Done [ 10001 ]
            Permalink
            priya.dhamande Priya Dhamande (Inactive) logged work - 25/Mar/19 01:27 AM
            • Time Spent:
              1h
               

              Verification of related jira.

               

            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  
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Time Spent 31.5h [ 113400 ] 32.5h [ 117000 ]
            Worklog Id 168326 [ 168326 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Assignee Priya Dhamande [ priya.dhamande ] Narendra Kumar [ narendra.kumar ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-996 [ DMS-996 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-997 [ DMS-997 ]
            priya.dhamande Priya Dhamande (Inactive) made changes -
            Link This issue relates to DMS-995 [ DMS-995 ]
            Transition Time In Source Status Execution Times
            Narendra Kumar made transition -
            To Do In Progress
            		144d 18h 56m 1
            Narendra Kumar made transition -
            In Progress Code Review
            		8d 22h 59m 1
            Narendra Kumar made transition -
            Code Review In QA Testing
            		7d 13m 1
            Priya Dhamande (Inactive) made transition -
            In QA Testing In Progress
            		1d 58m 1
            Narendra Kumar made transition -
            In Progress To Do
            		3d 18h 46m 1
            Narendra Kumar made transition -
            To Do In QA Testing
            		6d 1h 10m 1
            Rohan J Khandave (Inactive) made transition -
            In QA Testing Done
            		54m 17s 1

              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

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                Updated:
                Resolved:

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