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.

        Attachments

        1. New Email Template.png
          193 kB
          Aruna Raheja
        2. New Email Template Editing.png
          204 kB
          Aruna Raheja
        3. New Email Template Editing GText.png
          193 kB
          Aruna Raheja
        4. New Email Template Lock Fields.png
          197 kB
          Aruna Raheja
        5. New Email Template rows.png
          186 kB
          Aruna Raheja

          Activity

          Hide
          aruna.raheja Aruna Raheja added a comment -

          Hi Molly Ronovsky : Have created rough wireframes on this. I am not able to check locking option on above URL as it will be available for Premium clients.

          Kindly have a look on attached wireframes, if they are good to go then i will create the high fidelity mockups.

          Show
          aruna.raheja Aruna Raheja added a comment - Hi Molly Ronovsky : Have created rough wireframes on this. I am not able to check locking option on above URL as it will be available for Premium clients. Kindly have a look on attached wireframes, if they are good to go then i will create the high fidelity mockups.
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Hi Molly Ronovsky & Samir

          I have created first draft of Custom Email Template. If they are good to go then will create more screens. I need properties of every attribute. I have put some dummy properties in BUTTON attribute for your reference.

          Kindly provide your feedback so that i can start working on to the same.

          Samir Do you need screen for every attribute like i have created 1 for button

          Show
          aruna.raheja Aruna Raheja added a comment - Hi Molly Ronovsky & Samir I have created first draft of Custom Email Template. If they are good to go then will create more screens. I need properties of every attribute. I have put some dummy properties in BUTTON attribute for your reference. Kindly provide your feedback so that i can start working on to the same. Samir Do you need screen for every attribute like i have created 1 for button
          Hide
          samir Samir added a comment -

          Hi Aruna Raheja,

          We will need for Video and Image, Lets discuss this in call

          Regards,

          Samir

          Show
          samir Samir added a comment - Hi Aruna Raheja , We will need for Video and Image, Lets discuss this in call Regards, Samir
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky Samir : Can i close this ticket now?

          CC: Kristen

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky   Samir : Can i close this ticket now? CC: Kristen
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Samir Do you need anything more from Aruna Raheja

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Samir Do you need anything more from Aruna Raheja

            People

            Assignee:
            samir Samir
            Reporter:
            molly.ronovsky Molly Ronovsky (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            4 Start watching this issue

              Dates

              Created:
              Updated:
              Resolved: