Company: Link Technologies
Case No: L10180. Project: 11.40: LinkSOFT Version 11.4
Logged By: Alvis (Link Technologies) on 19 Feb 2019 11:53AM
Priority: High
Product: Framework
Group: Enhancement
Time Taken: 40.00 (Weight: 40.00)
Version: 11.3.0902
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Rashna, Sanjay
Resolve By: Tuesday, 19 February 2019 12:00 AM [1885 days since logged date]
Status: Closed
Subject: Improvements to Document Template
Summary:    

The following changes are required for document templates:

  1. Add "IsSystem" to prevent users from changing template names. Template names are used by system processes for the user to identify the template.
  2. Add "ModuleCode" to filter templates for specific modules. E.g Helpdesk templates should not be seen in the FMS portal.
  3. Add "Email Subject"
  4. Data conversion
  5. Convert existing alerts to use these changes
  6. Convert document template lookups to filter by module
Audit Notes:Edited by sanjay on 11/09/19 15:59. 
19 Feb 201911:53AM Comment 1 by Alvis (Link Technologies) Case 10180 added to project 10.2
19 Feb 201911:54AM Comment 2 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 19-02-2019 11:54 AM Time Taken: 13.50

The following changes have been completed:

  1. Add "IsSystem" to prevent users from changing template names. Template names are used by system processes for the user to identify the template.
  2. Add "ModuleCode" to filter templates for specific modules. E.g Helpdesk templates should not be seen in the FMS portal.
  3. Add "Email Subject"

19 Feb 201905:02PM Comment 3 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 19-02-2019 05:02 PM Time Taken: 5.50

Completed the following:

  1. Data conversion
  2. Convert existing alerts to use these changes

Next Step:

  1. Convert document template lookups to filter by module

28 Feb 201911:34AM Comment 4 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 28-02-2019 11:34 AM Time Taken: 13.50

Development work for this case has been completed.

The change will be available in version: 11

1. The following changes were made(Include Database object names, Program classes and any other relevant information):|

  1. Added Email Subject to the "Document Template" Maintenance Form
  2. Added READ ONLY to "Template Name" and "Module" for System related templates in the "Document Template" Maintenance Form
  3. Changed "ESS Time Report" to filter by "HRM" templates only
  4. Changed Helpdesk "New Case", "Comments" and "Call Templates" to filter "Helpdesk" templates only
  5. Changed Framework Template Lookup's to show all Templates

2. The issue was caused by:

  1. Change Request

3. Next Step:

  1. UAT

04 Mar 201903:23PM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 04-03-2019 03:23 PM Time Taken: 3.50
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues
NoTest DescriptionPass/Fail
1

Verify that the "Email Subject" column has been added to the document template.

The subject entered here should be added to the email subject with the prefix

Pass.
2Added READ ONLY to "Template Name" and "Module" for System related templates in the "Document Template" Maintenance Form
Pass
3Changed "ESS Time Report" to filter by "HRM" templates only
Pass
4Changed Helpdesk "New Case", "Comments" and "Call Templates" to filter "Helpdesk" templates only
Pass
5Changed Framework Template Lookup's to show all Templates
Pass. Verified for Processes

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 11 
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT_REPORTNOTES

Steps to reproduce failed scenarios: N/A

Next Step: for documentation

  1. Email Subject is combination of "Email Prefix" and "Email Subject" from Document Templates.
  2. Alert will use the details from the document template if it is used to create the email body

    25 Mar 201911:26AM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 26-03-2019 12:00 AM Time Taken: 2.50

    Hi Sanjay, 

    Documentation updated under Link Web - Company Administration - Document Template.

    Thanks

    Rashna


    28 Mar 201910:24AM Comment 7 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-03-2019 10:24 AM Time Taken: 1.50
    Thanks Rashna

    09 Oct 201908:14AM Comment 8 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - This case was created before quality check was implemented in version 11 on 30/06/2019
    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L10180 in the subject line of all emails regarding this issue.

    Document size: 7.9 KB
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