'Update Client Data' quick action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Quick Actions Page
- Update Client Data
Scenario 1: Validate the 'Update Client Data' quick action
Specific Setup:
- Please note: this is for Avatar NX only.
- The 'Update Client Data' Quick Action must be assigned to the user's myDay view in the 'NX View Definition' form.
- A client is enrolled in an existing episode (Client A).
Steps
- Select "Client A" and navigate to the 'Quick Actions' widget.
- Click [Update Client Data - Add].
- Populate all required and desired fields.
- Enter "1" in the 'Home Phone' field.
- Validate a message is displayed stating: Invalid phone format specified. Valid phone formats are: '000-0000', '000-0000 X 0000', '000-000-0000', '000-000-0000 X - 0000'.
- Click [OK].
- Validate the 'Home Phone' field is cleared out.
- Enter "111-111-1111" in the 'Home Phone' field.
- Enter "abcdefg" in the 'Work Phone' field.
- Validate a message is displayed stating: Invalid phone format specified. Valid phone formats are: '000-0000', '000-0000 X 0000', '000-000-0000', '000-000-0000 X - 0000'.
- Click [OK].
- Validate the 'Work Phone' field is cleared out.
- Enter "222-2222" in the 'Work Phone' field.
- Enter "555" in the 'Cell Phone' field.
- Validate a message is displayed stating: Invalid phone format specified. Valid phone formats are: '000-0000', '000-0000 X 0000', '000-000-0000', '000-000-0000 X - 0000'.
- Click [OK].
- Validate the 'Cell Phone' field is cleared out.
- Enter "333-3333 X - 3333" in the 'Cell Phone' field.
- Click [Save].
- Select "Client A" and access the 'Update Client Data' form.
- Validate the 'Home Phone' field contains "111-111-1111".
- Validate the 'Work Phone' field contains "222-2222".
- Validate the 'Cell Phone' field contains ""333-3333 X - 3333".
- Validate all other previously filed data is displayed.
- Close the form.
- Select "Client A" and navigate to the 'Quick Actions' widget.
- Click [Update Client Data - Add].
- Validate all previously filed data is displayed.
- Clear out the value in the 'Home Phone' field.
- Clear out the value in the 'Cell Phone' field.
- Clear out the value in the 'Work Phone' field.
- Click [Save].
- Select "Client A" and access the 'Update Client Data' form.
- Validate the 'Home Phone' field does not contain any value.
- Validate the 'Work Phone' field does not contain any value.
- Validate the 'Cell Phone' field does not contain any value.
- Close the form.
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Topics
• NX
• Update Client Data
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