Document Management SystemProject Type: software

Document Management System

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  1. Document Management System
  2. DMS-54

Lock fields in templates

    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

          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 ]
          akash.thakur Akash Thakur (Inactive) made changes -
          Sprint DMS - Sprint 5 [ 133 ] DMS - Sprint 4 [ 132 ]
          akash.thakur Akash Thakur (Inactive) made changes -
          Rank Ranked higher
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Assignee Samir [ samir ] Swapnil Pandhare [ swapnil.pandhare ]
          samir Samir made changes -
          Assignee Swapnil Pandhare [ swapnil.pandhare ] Molly Ronovsky [ molly.ronovsky ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Email Template.png [ 90487 ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Sprint DMS - Sprint 4 [ 132 ] DMS - Sprint 5 [ 133 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template Lock Fields.png [ 91163 ]
          Attachment New Email Template.png [ 91164 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment Email Template.png [ 90487 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template Editing.png [ 91562 ]
          Attachment New Email Template Lock Fields.png [ 91563 ]
          Attachment New Email Template.png [ 91564 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template Editing.png [ 91562 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template Lock Fields.png [ 91563 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template.png [ 91564 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template Editing.png [ 91703 ]
          Attachment New Email Template Lock Fields.png [ 91704 ]
          Attachment New Email Template rows.png [ 91705 ]
          Attachment New Email Template.png [ 91706 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template Editing.png [ 91703 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template Lock Fields.png [ 91704 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template.png [ 91706 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template rows.png [ 91705 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template Lock Fields.png [ 91163 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template.png [ 91164 ]
          aruna.raheja Aruna Raheja made changes -
          Attachment New Email Template Editing GText.png [ 91948 ]
          Attachment New Email Template Editing.png [ 91949 ]
          Attachment New Email Template Lock Fields.png [ 91950 ]
          Attachment New Email Template rows.png [ 91951 ]
          Attachment New Email Template.png [ 91952 ]
          samir Samir made changes -
          Sprint DMS - Sprint 5 [ 133 ]
          prasad.patil Prasad Patil (Inactive) made changes -
          Assignee Molly Ronovsky [ molly.ronovsky ] Samir [ samir ]
          Resolution Not in scope [ 10700 ]
          Status To Do [ 10000 ] Done [ 10001 ]

            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: