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  1. Document Management System
  2. DMS-54

Lock fields in templates

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    Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Not in scope
    • Affects Version/s: None
    • Fix Version/s: Winter release
    • Labels:
      None

      Description

      Overview:
      As a DMS user, I want the ability to lock down fields so that they cannot be edited or changed.

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

      Acceptance Criteria:
      *IF I am a DMS user creating an email template, I am able to lock down information within the template so that it cannot be changed when another user uses the template to send to end user.
      *IF I am a DMS user creating an email template, I am able to lock down dynamic fields that are pulled from consuming applications so that fields cannot be modified (for example, base and bonus fields in an offer template).
      *IF I am a DMS user sending an email template that has locked fields, I am not able to edit that information in the preview/edit stage.

      Exit:
      *User indicates which pieces of information are locked / cannot be changed.
      *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.

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            People

            Assignee:
            samir Samir
            Reporter:
            molly.ronovsky Molly Ronovsky (Inactive)
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              Dates

              Created:
              Updated:
              Resolved: