Uploaded image for project: 'Document Management System'
  1. Document Management System
  2. DMS-568

DMS | Send Forms | Preview | Document name should be available

    Details

    • Type: Bug
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: DMS Architecture
    • Labels:
      None
    • Company:
      All Clients/Multiple Clients

      Description

      Environment: Preproduction

      Send Form
      1. Document text should be available
      2. It should have Template name
      3. If Action Type or Reference document are attached, the name should be added.

      Swapnil Pandhare Jayshree Nagpure

        Attachments

        1. Add Details _Sent form_Multiple_docs.png
          Add Details _Sent form_Multiple_docs.png
          171 kB
        2. Screenshot (1237).png
          Screenshot (1237).png
          177 kB
        3. Screenshot (90).png
          Screenshot (90).png
          227 kB
        4. Screenshot (91).png
          Screenshot (91).png
          129 kB
        5. Screenshot (92).png
          Screenshot (92).png
          130 kB
        6. screenshot-1.png
          screenshot-1.png
          79 kB
        7. SendFormDetails.PNG
          SendFormDetails.PNG
          47 kB
        8. SendForms_MultipleCheckBoxes.PNG
          SendForms_MultipleCheckBoxes.PNG
          33 kB

          Activity

          Hide
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment -

          HI Priya Dhamande,

          Can you please describe this issue more as from current description its not clear?
          Alsom attach screenshot if possible.

          Thanks,
          Swapnil P.

          Show
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment - HI Priya Dhamande , Can you please describe this issue more as from current description its not clear? Alsom attach screenshot if possible. Thanks, Swapnil P.
          Hide
          akash.thakur Akash Thakur (Inactive) added a comment -

          Hi Priya Dhamande,

          Please elaborate on this I am not clear about the requirements.

          Thanks,

          Akash Thakur

          Priya Dhamande Ganesh Sadawarte Swapnil Pandhare

           

          Show
          akash.thakur Akash Thakur (Inactive) added a comment - Hi Priya Dhamande , Please elaborate on this I am not clear about the requirements. Thanks, Akash Thakur Priya Dhamande Ganesh Sadawarte Swapnil Pandhare  
          Hide
          akash.thakur Akash Thakur (Inactive) added a comment -

          Hi Aruna Raheja, Smita Pawar,

          We have below queries on jira:

          1. How to differentiate Form and documents attached like giving a title or heading etc. Please refer screen capture

            2. What form name should be displayed, please refer attached screen capture 

            3. As there is no restriction on the number of forms to be selected, the form gets scroll and doesnot look good. Screen capture attached for reference.

           
          Request you to please suggest a solution for the same.

          Swapnil Pandhare Ganesh Sadawarte Priya Dhamande Jayshree Nagpure
           

          Show
          akash.thakur Akash Thakur (Inactive) added a comment - Hi Aruna Raheja , Smita Pawar , We have below queries on jira: How to differentiate Form and documents attached like giving a title or heading etc. Please refer screen capture 2. What form name should be displayed, please refer attached screen capture  3. As there is no restriction on the number of forms to be selected, the form gets scroll and doesnot look good. Screen capture attached for reference.   Request you to please suggest a solution for the same. Swapnil Pandhare Ganesh Sadawarte Priya Dhamande Jayshree Nagpure  
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Hi Akash Thakur :

          For Point 1. , I am not sure whether Molly Ronovsky want it in separate heading or in combined heading

          For Point 2. , As per me Title name should be displayed but this also can be finalised by Molly Ronovsky

          For Point 3. , As per me we can show only 5 documents at a time and with that we can show more option. But on that as well, final call can be taken by Molly Ronovsky

          Show
          aruna.raheja Aruna Raheja added a comment - Hi  Akash Thakur : For Point 1. , I am not sure whether Molly Ronovsky want it in separate heading or in combined heading For Point 2. , As per me Title name should be displayed but this also can be finalised by Molly Ronovsky For Point 3. , As per me we can show only 5 documents at a time and with that we can show more option. But on that as well, final call can be taken by Molly Ronovsky
          Hide
          akash.thakur Akash Thakur (Inactive) added a comment - - edited

          Swapnil Pandhare please confirm this points with Molly Ronovsky & let us know

           

          Show
          akash.thakur Akash Thakur (Inactive) added a comment - - edited Swapnil Pandhare please confirm this points with Molly Ronovsky & let us know  
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - - edited

          Akash Thakur Aruna Raheja Swapnil Pandhare

          1. Are we talking the difference between Reference and Action documents? Could we do two columns and make that look nice Aruna Raheja?

          2. Title name - as that would be the title name of the document being sent to that candidate.

          3. I like Aruna's idea to just show a more and then it can expand

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - - edited Akash Thakur Aruna Raheja Swapnil Pandhare 1. Are we talking the difference between Reference and Action documents? Could we do two columns and make that look nice Aruna Raheja ? 2. Title name - as that would be the title name of the document being sent to that candidate. 3. I like Aruna's idea to just show a more and then it can expand
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : As per me, we should no go with 2 columns. We should make it one after the other because number of documents will fluctuate in every case. If we take 2 columns, then there will be no symmetry.

          I have created both the options for your reference with show effect. Kindly confirm which one looks better.

          CC:Kristen Akash Thakur Smita Pawar Swapnil Pandhare 

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : As per me, we should no go with 2 columns. We should make it one after the other because number of documents will fluctuate in every case. If we take 2 columns, then there will be no symmetry. I have created both the options for your reference with show effect. Kindly confirm which one looks better. CC: Kristen Akash Thakur Smita Pawar Swapnil Pandhare  
          Hide
          akash.thakur Akash Thakur (Inactive) added a comment - - edited

          Aruna Raheja,

          Thanks for the input.
          Currently, we are able to add a single document of Action Form or Reference so the multiple documents issue will be skipped.
          We have a concern about what if multiple forms are selected while selecting the checkboxes. refer screen capture attached.

          Can you please provide mockups for multiple selections of form names.

          Swapnil Pandhare Priya Dhamande Smita PawarJayshree Nagpure

          Show
          akash.thakur Akash Thakur (Inactive) added a comment - - edited Aruna Raheja , Thanks for the input. Currently, we are able to add a single document of Action Form or Reference so the multiple documents issue will be skipped. We have a concern about what if multiple forms are selected while selecting the checkboxes. refer screen capture attached. Can you please provide mockups for multiple selections of form names. Swapnil Pandhare Priya Dhamande Smita Pawar Jayshree Nagpure
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Akash Thakur : Can we have a call on this. I have pinged you on hipchat

          Show
          aruna.raheja Aruna Raheja added a comment - Akash Thakur : Can we have a call on this. I have pinged you on hipchat
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Akash Thakur : As discussed with you, you guys have to take a call with Molly Ronovsky that whether we are showing Action and Reference Documents combined or separate one.

          Swapnil Pandhare Priya Dhamande Smita Pawar Jayshree Nagpure

          Show
          aruna.raheja Aruna Raheja added a comment - Akash Thakur : As discussed with you, you guys have to take a call with Molly Ronovsky that whether we are showing Action and Reference Documents combined or separate one. Swapnil Pandhare   Priya Dhamande   Smita Pawar Jayshree Nagpure
          Hide
          akash.thakur Akash Thakur (Inactive) added a comment -

          Hi Aruna Raheja,
          I have discussed our in call query with Swapnil Pandhare and keeping on this hold as of now. will have to discuss this with Samir & Swapnil that how document names are to be displayed and attachment section needs a separate header title or not.

           

          Thanks,

          Akash Thakur

          CC:- Ganesh Sadawarte Smita Pawar Priya Dhamande Samir

          Show
          akash.thakur Akash Thakur (Inactive) added a comment - Hi Aruna Raheja , I have discussed our in call query with Swapnil Pandhare and keeping on this hold as of now . will have to discuss this with Samir & Swapnil that how document names are to be displayed and attachment section needs a separate header title or not.   Thanks, Akash Thakur CC:- Ganesh Sadawarte Smita Pawar Priya Dhamande Samir
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - - edited

          Akash Thakur Aruna Raheja Swapnil Pandhare

          I am not following the issue - if multiple documents are selected, why can the not be shown on the next page? We should end up showing the 'Title' of the documents there since that is what the document will be named for that candidate...I am happy to jump on a call about this, as well.

          As well, Aruna Raheja you are showing the documents on the template page vs. the send page?

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - - edited Akash Thakur Aruna Raheja Swapnil Pandhare I am not following the issue - if multiple documents are selected, why can the not be shown on the next page? We should end up showing the 'Title' of the documents there since that is what the document will be named for that candidate...I am happy to jump on a call about this, as well. As well, Aruna Raheja you are showing the documents on the template page vs. the send page?
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky I am showing it on the sent page, I just used the old mockup to display the data if there are multiple documents selected. Let me know if you have any other query

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky I am showing it on the sent page, I just used the old mockup to display the data if there are multiple documents selected. Let me know if you have any other query
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja Shouldn't your mock-up show it on this page? The page you did it on would never have all those documents? as you can only upload one doc when creating a forms template....but i like the on top of each other look vs. side by side.

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja Shouldn't your mock-up show it on this page? The page you did it on would never have all those documents? as you can only upload one doc when creating a forms template....but i like the on top of each other look vs. side by side.
          Hide
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : Yes, I have displayed on another page. I have uploaded the latest one and removed the old ones. Kindly have a look

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : Yes, I have displayed on another page. I have uploaded the latest one and removed the old ones. Kindly have a look
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja Looks great to me!

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja Looks great to me!
          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Environment: PreProd

          The issue is resolved and verified. Refer Screen capture.
          So, marking jira Done.

          Swapnil Pandhare Aruna Raheja

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Environment: PreProd The issue is resolved and verified. Refer Screen capture. So, marking jira Done. Swapnil Pandhare Aruna Raheja

            People

            Assignee:
            priya.dhamande Priya Dhamande (Inactive)
            Reporter:
            priya.dhamande Priya Dhamande (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            5 Start watching this issue

              Dates

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              Updated:
              Resolved:

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