State Form Tools - State Form Button Mapping
Scenario 1: Modeled Form - Validate the use of "State Form Button" mapping functionality
Specific Setup:
- Have modeled form [FormA] that includes a "ScriptLink" type button [PopulateA] defined, as well as a "Name" type field [Patient Name] and "Date" type field [Date of Birth], on the form
- Have a state form definition file [StateFormDefA] created that extracts the "Patient Name" and "Date of birth" from the "SYSTEM.patient_current_demographics" table
- In form "State Form Button Mapping", have the following prompts populated with the form submitted
- [PopButtonA] selected in the "Button Field"
- [StateFormDefA] selected in the "State Form Definition" field
- "Patient Name" selected in the "Parameter Field 1" field
- "Date of Birth" selected in the "Parameter Field 2" field
- Have "Netsmart" configure the [PopulateA] button on [FormA] using "Programmer Override" logic in order execute the [StateFormDefA] file so that it populates [FieldA] and [FieldB] on modeled form, when a user clicks the [PopulateA] button
Steps
- Open [FormA]
- Select the desired client [ClientA]
- Click the [PopulateA] button, set up on the form
- Validate the [Patient Name] field contains the expected name for [ClientA]
- Validate the [Date of Birth] field contains the date of birth for [ClientA]
- Click [Submit]
- Validate the form files successfully
- Return to [FormA]
- Select [ClientA]
- Validate the [Patient Name] field contains the expected name for [ClientA]
- Validate the [Date of Birth] field contains the date of birth for [ClientA]
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Topics
• NX
• State Form Tools
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State Form Definition Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- State Form Definition
- State Form File Generation
Scenario 1: 'State Form Definition' form - "Define Record Data Elements" grid validations
Specific Setup:
- Have a state form definition file created in form "State Form Definition", [DefinitionA]. For this example, a definition that selects the "PATID" and "Patient Name" for all clients on the system from the SYSTEM.patient_current_demographics table is used
- Have two test clients:
- [ClientA] with a PATID of "1"
- [ClientB] with a "PATID" of "2" and also has a "Date of Birth" filed in their client record
Steps
- Open form "State Form Definition"
- Select [DefinitionA]
- Navigate to the "Record Definition" tab
- Select the existing record in the "Select Record" field
- Click the "Define Record Data Elements" to open the data elements grid
- In the grid, select the row containing "PATID",
- Navigate to the "Force Error Condition" column
- Enter "p.PATID = 1" in the input field
- Validate the value is accepted
- Navigate to 'Default Error Message' column
- Enter a default text message that includes the clients name in the message but formatted to use the "NAME1" format variable, to just display only the clients last name. For example enter, "Client {p.patient_name:NAME1} is not valid"
- Validate the value is accepted
- Save the grid
- File the record and file the form
- Open form "State Form File Generation"
- Select [DefinitionA]
- Select "Compile" in the "File Generation Options" field
- Click [Process]
- Validate a message is displayed indicating the compile is complete but it contains errors
- Click [OK]
- Click the [Process] button to run the error report
- Validate the warning message is present and contains the last name PATID "1" as expected. For example, "Client SMITH is not valid"
- Close the report and close the form
- Open form "State Form Definition"
- Select [DefinitionA]
- Navigate to the "Record Definition" tab
- Select the existing record in the "Select Record" field
- Click "Define Record Data Elements" to open the data elements grid
- In the grid, select the row containing "PATID",
- Navigate to the "Force Error Condition" column
- Enter "p.PATID = "2" in the input field
- Validate the value is accepted
- Navigate to 'Default Error Message' column
- Enter a default text message to include the display of the clients date of birth using the "D3" date format variable, which will display the date in the "YYYY-MM-DD" format. For example enter, "Client {p.patient_name:NAME1} is not valid. DOB {p.date_of_birth:D3}"
- Validate the value is accepted
- Save the grid
- File the record and file the form
- Open form "State Form File Generation"
- Select [DefinitionA]
- Select "Compile" in the "File Generation Options" field
- Click [Process]
- Validate a message is displayed indicating the compile is complete but it contains errors
- Click [OK]
- Click the [Process] button to run the error report
- Validate a warning message is displayed containing the last name and the date of birth for PATID "2" as expected, for example: "Client SMITH is not valid. DOB 1996-07-25"
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Topics
• NX
• State Form Tools
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