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  1. Document Management System
  2. DMS-630

DMS | Create Document | Allow PDF Upload without mapping

    Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Labels:
      None

      Description

      User should able to create Template, if there is no mapping fields.

       

      1. Dashboard > Create Template
      2. Update fields > Add PDF (with no fields)
      3. Create Template

      Expected: User should able to create Template if no mapping fields are available.

      Swapnil Pandhare Samir Rohan J Khandave Ganesh Sadawarte

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            suraj.sokasane Suraj Sokasane (Inactive) added a comment - - edited

            Use case:

            While creating document template, "Action Required" type document has field mapping mandatory. But Field mapping should not be mandatory for "Reference" type document.

            We have removed the validation for "Reference" type document, If Document type is "Reference" and fields are not mapped then system will allow to create template. However, it's optional and one can select "Reference" document and map fields too.

             

            Swapnil Pandhare, Ganesh Sadawarte, Priya Dhamande

             

            Show
            suraj.sokasane Suraj Sokasane (Inactive) added a comment - - edited Use case: While creating document template, "Action Required" type document has field mapping mandatory. But Field mapping should not be mandatory for "Reference" type document. We have removed the validation for "Reference" type document, If Document type is "Reference" and fields are not mapped then system will allow to create template. However, it's optional and one can select "Reference" document and map fields too.   Swapnil Pandhare , Ganesh Sadawarte , Priya Dhamande  
            Hide
            jayshree.nagpure Jayshree Nagpure (Inactive) added a comment -

            Hi Suraj Sokasane ,

            Based on above use-case I have verified the document creation for Reference form type.
            Below are the scenarios Executed :
            1.Selected Form Type > Reference > Mapped the fields : Document created successfully
            2.Selected Form Type > Reference > Not Mapped the fields : Document created successfully
            But in case of 2nd scenario, not able to preview the document.
            Refer DMS-803.

            As main scenario's are working fine.
            Hence closing this ticket.

            Thanks,
            Jayshree

            Priya Dhamande Swapnil Pandhare Sachin Hingole Satya Hrishikesh Deshpande Samir

            Show
            jayshree.nagpure Jayshree Nagpure (Inactive) added a comment - Hi Suraj Sokasane , Based on above use-case I have verified the document creation for Reference form type. Below are the scenarios Executed : 1.Selected Form Type > Reference > Mapped the fields : Document created successfully 2.Selected Form Type > Reference > Not Mapped the fields : Document created successfully But in case of 2nd scenario, not able to preview the document. Refer DMS-803 . As main scenario's are working fine. Hence closing this ticket. Thanks, Jayshree Priya Dhamande Swapnil Pandhare Sachin Hingole Satya Hrishikesh Deshpande Samir
            Hide
            prasad.patil Prasad Patil (Inactive) added a comment -

            Hi Molly Ronovsky,

            Verified the implementation.

            Test cases: Testcases_DMS-630.xls

            Working as expected.

            For 'action required' Form type DMS-976 is created.

            ---------------

            CC: Samir, Priya Dhamande, Hrishikesh Deshpande

            Show
            prasad.patil Prasad Patil (Inactive) added a comment - Hi Molly Ronovsky , Verified the implementation. Test cases:  Testcases_DMS-630.xls Working as expected. For 'action required' Form type DMS-976 is created. --------------- CC: Samir , Priya Dhamande , Hrishikesh Deshpande
            Hide
            molly.ronovsky Molly Ronovsky (Inactive) added a comment -

            Prasad Patil,

            Yes you can create both action and reference without mapping.

            However, as i mentioned in other tickets Priya Dhamande had me test, reference docs are not sending / showing up in candidate portal.

            Show
            molly.ronovsky Molly Ronovsky (Inactive) added a comment - Prasad Patil , Yes you can create both action and reference without mapping. However, as i mentioned in other tickets Priya Dhamande had me test, reference docs are not sending / showing up in candidate portal.

              People

              Assignee:
              priya.dhamande Priya Dhamande (Inactive)
              Reporter:
              priya.dhamande Priya Dhamande (Inactive)
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