Subject: | Improvements to Document Template |
Summary: | The following changes are required for document templates: - Add "IsSystem" to prevent users from changing template names. Template names are used by system processes for the user to identify the template.
- Add "ModuleCode" to filter templates for specific modules. E.g Helpdesk templates should not be seen in the FMS portal.
- Add "Email Subject"
- Data conversion
- Convert existing alerts to use these changes
- Convert document template lookups to filter by module
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Audit Notes: | Edited by sanjay on 11/09/19 15:59. |
19 Feb 2019 | 11:53AM Comment 1 by Alvis (Link Technologies) Case 10180 added to project 10.2 |
19 Feb 2019 | 11:54AM 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: - Add "IsSystem" to prevent users from changing template names. Template names are used by system processes for the user to identify the template.
- Add "ModuleCode" to filter templates for specific modules. E.g Helpdesk templates should not be seen in the FMS portal.
- Add "Email Subject"
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19 Feb 2019 | 05:02PM 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: - Data conversion
- Convert existing alerts to use these changes
Next Step: - Convert document template lookups to filter by module
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28 Feb 2019 | 11:34AM 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):| - Added Email Subject to the "Document Template" Maintenance Form
- Added READ ONLY to "Template Name" and "Module" for System related templates in the "Document Template" Maintenance Form
- Changed "ESS Time Report" to filter by "HRM" templates only
- Changed Helpdesk "New Case", "Comments" and "Call Templates" to filter "Helpdesk" templates only
- Changed Framework Template Lookup's to show all Templates
2. The issue was caused by: - Change Request
3. Next Step: - UAT
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04 Mar 2019 | 03:23PM 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 No | Test Description | Pass/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. | 2 | Added READ ONLY to "Template Name" and "Module" for System related templates in the "Document Template" Maintenance Form
| Pass | 3 | Changed "ESS Time Report" to filter by "HRM" templates only
| Pass | 4 | Changed Helpdesk "New Case", "Comments" and "Call Templates" to filter "Helpdesk" templates only
| Pass | 5 | Changed Framework Template Lookup's to show all Templates
| Pass. Verified for Processes |
Environment Details - OS version: Windows Server 2012
- Application version: 11
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT_REPORTNOTES
Steps to reproduce failed scenarios: N/A Next Step: for documentation - Email Subject is combination of "Email Prefix" and "Email Subject" from Document Templates.
- Alert will use the details from the document template if it is used to create the email body
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25 Mar 2019 | 11:26AM 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 |
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28 Mar 2019 | 10:24AM 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 |
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09 Oct 2019 | 08:14AM 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 |