Final To Draft Override
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- App Dashboard
- Dynamic Form - Admission - Client
- Dynamic Form - document routing - sign
- Dynamic Form - document routing - verify password
- Dynamic Form - Form Definition - Confirm
- Dynamic Form - Select A Form
- Dynamic Form Draft Final Document Routing
- Dynamic Form Form Definition
- Dynamic Form Table Definition
- Dynamic Form User Modeled
- Envelope Definition (CWS)
- Final to Draft Override (CWS)
- Form Definition (CWS)
- Ok - Cancel Dialog
- Registry Settings (PM)
- Table Definition (CWS)
- User Modeled Form
Scenario 1: Final to Draft Override - User Modeled Form - Aliasing disabled
Specific Setup:
- Admit a new client or select a test client.
- Using Envelope Definition, Table Definition, Form Definition, create a user modeled form that includes a Draft/Final (Document Routing) field added.
- Registry setting "Alias Data Filed Upon Document Routing Completion" is enabled.
- Using the "Document Routing Setup" form, enable document routing for the user modeled form.
Steps
- Open the User Modeled form created in Setup.
- Fill out all fields on the form.
- Click "Final" in the "Draft/Final" field.
- Sign or Accept the document.
- Open the "Final To Draft Override" form.
- Select a row for the user modeled form that was filed in earlier steps.
- Click "Submit".
- Open the User Modeled form created in Setup.
- Validate the "Draft/Final" field has been reset to "Draft".
Scenario 2: Final To Draft Override - User Modeled - Aliasing enabled
Specific Setup:
- Admit a new client or select a test client.
- Using Envelope Definition, Table Definition, Form Definition, create a user modeled form that includes a Draft/Final (Document Routing) field added.
- Registry setting "Alias Data Filed Upon Document Routing Completion" is disabled.
- Using the "Document Routing Setup" form, enable document routing for the user modeled form.
Steps
- Open the User Modeled form created in Setup.
- Fill out all fields on the form.
- Click "Final" in the "Draft/Final" field.
- Sign or Accept the document.
- Open the "Final To Draft Override" form.
- Select a row for the user modeled form that was filed in earlier steps.
- Click "Submit".
- Open the User Modeled form created in Setup.
- Validate the "Draft/Final" field has been reset to "Draft".
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Topics
• Document Management
• Document Routing
• NX
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