Form Designer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Form Designer - Form field validations
Specific Setup:
- Have a system with multiple root system codes defined.
- [UserA] has access to the "Form Designer" form
- [UserA] access to the following forms:
- 'Table Definition', 'Form Definition', 'Envelope Definition', 'Report Definition', 'Site Specific Section Modeling' and any other desired forms
- [UserA] is logged any desired root system code
Steps
- Open form "Form Designer"
- From the "Forms" list, select any desired form
- Select any section from the "Sections" tab
- Validate field "Other System Codes to File Form Designer Changes to" contains all other valid root systems codes, displayed as expected
- Click back to the "Forms" list and validate the following forms are present for selection in the drop down list:
- 'Table Definition'
- 'Form Definition'
- 'Envelope Definition'
- 'Report Definition'
- 'Site Specific Section Modeling'
- Select each form in step c
- Click [Show Section]
- Select each section listed for the form for edit:
- Validate the form layout is displayed as expected
- Click [Save]
- Validate the section saved successfully
- Click [Submit]
- Validate the "Form Definition" form is saved successfully
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Topics
• Form Designer
• NX
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Form Designer and Form Definition (Form's) - Product design and field changes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Form Definition (CWS)
- Form Designer (CWS)
Scenario 1: Form Definition (Form) - Validate "Netsmart Produced " product design field and format changes
Specific Setup:
- Have access to the "Form Definition" form in the "PM" namespace and any child namespace
- Have access to the "Form Designer" form in the "PM" namespace and any child namespace
- Have access to any modeled form in each namespace [FormA]
- In each namespace, open "Form Definition" and select [FormA], make a note the following:
- In "Event Definition" section, note the size of all the "Multi-Select" dictionary fields, for example, the "Enable", "Disable", "Required", "Not Required", "Hide" and "Unhide" fields
Steps
- Open form "Form Designer"
- From the "Forms" drop down list, select "Form Definition"
- Select the "Event Def." section from the "Sections" field
- Navigate to the "Select Copy to Revert to" field.
- Select "Netsmart Produced Changes". (Please Note: This selection will revert the section to the latest Netsmart product design layout for the section. Note: In the event the user wants to revert to the previous layout after submission, the user can return and select the previous layout from the "Select Copy to Revert to" field drop down list and restore it back)
- Click [Submit]
- Validate the form files successfully
- Navigate back to the "Form Definition"
- Select [FormA]
- Navigate to the "Object Definition" and select a field to edit
- Click the "Event Def" section on the left side
- Scroll down and observe the size of all the "Multi-Select" dictionary fields, for example, the "Enable", "Disable", "Required", "Not Required", "Lock", "Unlock" and "Fields for Summation" fields
- Validate the size of the box containing the dictionary values of the fields noted in the set up has increased and more dictionary values are now visible, if applicable. (Note: the increase is approximately twice the original size)
- Close the form
- Repeat steps 1 and 2 in any child namespaces
- Validate results are as expected
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Topics
• Assign MR#
• Audit Log
• Auto Save
• Azure Authentication
• Form Designer
• NX
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