All Documents Widget Definition- Select/Deselect forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- All Documents Widget Definition
Scenario 1: 'All Documents Widget Definition' Form- (Forms attached to a menu from another application) - 'Forms Assigned' Validations
Specific Setup:
- Have two forms in an application that can be used for testing. For this test, "Avatar PM" is used. [PMForm1] and [PMForm2]
- In another application, (e.g. Avatar CWS), open form "Attach Other Application Form to Menu"
- In the "Application" field select the 'Avatar PM' application and in the "Form To Attach" choose the form [PMForm1]
- In the" Menu to Place Form Under" field choose a desired " CWS" menu for the "PM" form
- Update "Form Description' field with a new desired name, that will appear on the "CWS" menu [PMForm1CWS]
- Submit the form
- Repeat the previous step for [PMForm2], assigning the form a different name [PMForm2CWS], in the 'Form Description' field
- The logged in user has the [AllDocWidget] is their home view
- The logged in user has access to form "All Document Widget Definition"
Steps
- Open the "All Documents Widget Definition" form.
- Select the "Multi-Form Tab" section and select "Add" to create a new tab
- Populate the "Tab ID" with a desired value and enter a desired name for the tab [CrossNamespaceTab], in the "Tab Name" field
- Click the 'Forms Assigned" button.
- Validate both forms PM forms that were attached to a CWS menu in the set up, [PMForm1CWS] and [PMForm2CWS], are available for selection
- Validate neither of the forms are currently selected
- Select [PMForm1CWS] and leave [PMForm2CWS] unselected
- Select any other form [TestForm] leaving any others unselected
- Click [OK] to save the changes
- Click the "Forms Assigned" button
- Validated [PMForm1CWS] is selected and [PMForm2cws] is not, as expected
- Validate [TestForm] is still selected and all other forms are still unselected, as expected
- Now deselect form [PMForm1CWS] and select [PMForm2CWS]
- Click [OK] to save the changes
- Click the "Forms Assigned" button
- Validated [PMForm2CWS] is selected and [PMForm1CWS] is not, as expected
- Validate [TestForm] is still selected and all other forms are still unselected, as expected
- Click [OK]
- Click [File] to create the tab and save the changes made
- Validate submission is successful and exit the form
- Open the "All Documents Widget Definition" form.
- Select the "Multi-Form Tab" section and select "Edit"
- Select tab [CrossNamespaceTab] for edit
- Click the 'Forms Assigned" button
- Validated [PMForm2CWS] is selected and [PMForm1CWS] is not, as expected
- Validate [TestForm] is still selected and all other forms are still unselected, as expected
- Click [OK]
- Exit the form
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Topics
• All Documents Widget
• All Documents Widget Definition
• Forms
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All Document Widget - forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- All Documents Widget Definition
Scenario 1: 'All Document Widget"- (Form attached to a menu from another application) - "Tab" Form/Data validations
Specific Setup:
- Have a form in any application that can be used for testing. For this testing "Avatar CWS" is used. [CWSForm]
- In another application, (e.g. Avatar PM), open form "Attach Other Application Form to Menu'
- In the "Application" field select the 'Avatar CWS' application and in the "Form To Attach" choose [CWSForm]
- In the "Menu to Place Form Under" choose a desired "PM" menu for the "CWS" form
- Update "Form Description" field as a desired distinguishable name for "CWS" form that will appear on the "PM" menu [CWSFormPM]
- Submit the form
- In form "All Documents Widget Definition", have an all document widget defined [AllDocWidget]
- The logged in user has the [AllDocWidget] as their home view
- The logged in user has access to form "All Document Widget Definition" and [CWSForm] and [CWSFormPM]
Steps
- Open the "All Documents Widget Definition" form.
- Select the "Multi-Form Tab" section and select "Edit"
- From the "Select Tab" field, select any existing Tab [CrossNamespaceTab]
- Click the "Forms Assigned" button
- Select [CWSFormPM], the form attached from a "PM" forms list
- Do not select [CWSForm] from the "CWS" forms list, the form used to attach to the other application menu
- Click [OK]
- Click the "Forms Assigned" button
- Validate [CWSformPM] is selected and [CWSForm] is not, as expected
- Click [OK] to save the changes
- Click [File] to save the tab changes
- Navigate the home view
- Select a desired client [TestClient]
- From the "PM" menu open form [CWSFormPM]
- Populate the desired fields and submit the form
- At the homeview, click to refresh the [AllDocWidget]
- Click the [CrossNamespaceTab] tab
- Validate a data row is present in the widget for the row submitted in step 2
- Validate "Form Description" field for the row is [CWSForm] as expected. [Note: the name from the original form name used to attach to the other application menu, will always display]
- Validate all other column data is displayed, as expected
- Navigate back to the home view
- Select a desired client [TestClient]
- This time from the "CWS" menu, open form [CWSForm]
- Populate the desired fields and submit the form
- Navigate back to the [AllDocWidget] and click to refresh the widget
- Click the [CrossNamespaceTab] tab
- Validate a data row is present in the widget for the row submitted in step 4
- Validate "Form Description" field for the row is [CWSForm] as expected.
- Validate all other column data is displayed, as expected
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Topics
• All Documents Widget
• All Documents Widget Definition
• Forms
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All document Widget - form data rows
Scenario 1: 'All Documents' widget - Form data row validations
Specific Setup:
- A client is enrolled in an existing episode [TestClient]
- Have two modeled forms [FormA] and [FormB]
- [FormA] is based on a table that is "Date" sorted. [Note: this is configured with prompt "Is This Table Date Sorted" set to "Yes" in "Table Definition"]
- [FormB] is not based on a table that is "Date Sorted"
- Have any other desired form [FormC],
- [FormC] has many rows of data submitted for a client[TestClient], for example four hundred rows or more
- Have the registry setting "Enable Risk Level Functionality" enabled
- Have access to the "Risk Level Update" for [TestClient].
- Have an "All Documents Widget" created [AllDocsWidget], in form " All Documents Widget Definition"
- Have [FormA], [FormB], [FormC] and the "Risk Level Update" from, added for selection in any tab in the widget, For this test, the "All Forms" tab is used
- The logged in user has access to all forms in the setup above and the "All Documents Widget Definition" form
- The logged in user has the "All Document Widget" on their home view
Steps
- Select a client [TestClient]
- Open [FormA] (Modeled Form 'Date Sorted')
- Select an episode
- Populate the required "Date Sorted" date field with a date other than the current date
- Populate any desired fields
- Submit the form
- Validate the form files successfully
- Note the current date and the "Date Sorted" date entered in step 2b
- Open [FormB] (Modeled form not 'Date Sorted')
- Select an episode
- Populate any desired fields
- Submit the form
- Validate the form files successfully
- Note the submission the date and time
- Open the "Risk Level Update" form
- Add a row the "Risk Level Change" grid
- Populate the "Date of Change" field. Make note of the date value.
- Populated other fields, as required
- Submit the form
- Validate the form submits successfully
- At the home view, select [TestClient]
- Navigate to the "All Documents Widget" and click the "Refresh" button
- Click the "All Forms" tab
- Select [FormA] from the 'Form Description' field.
- Validate the "Form Description" field is populated with the form name for [FormA]
- Select the episode from the "Episode" field
- Validate the "Date" column field value, is populated with the "Date Sorted" date noted in step 2d
- Validate the "Time" column field value is 'not' populated. [This modeled form based on a table that is "Date Sorted". By design, for tables that are date sorted, the "Date" field will be populated with the sort date instead of the "Date Entry Date" and the "Time" field will be left unpopulated]
- Validate each of the columns are populated, as expected
- Select [FormB] from the 'Form Description' field.
- Validate the "Form Description" field is populated with the form name for [FormB]
- Select the episode from the "Episode" field
- Validate the "Date" column is populated with the date noted in step 3, which is the 'Date Entry Date'
- Validate the "Time" field is populated, as expected with time noted in step 3, which is the "Date Entry Time"
- Validate each of the columns are populated, as expected
- Select the "Risk Level Update" from the 'Form Description' field.
- Validate the "Form Description" field is populated with the form name for [FormA]
- Select the episode from the "Episode" field
- Validate the "Date" column is populated with "Date of Change" date noted in step 4.[Note: This product form is based on a table that is "Date Sorted". By design, for tables that are date sorted, the "Date" field will be populated with the sort date instead of the "Date Entry Date" and the "Time" field will be left unpopulated]
- Validate the "Time" field is 'not' populated, as expected. [Note: as the date displayed in "Date" column field is the data sorted date not the date entry date, by design, the "Time" field value will be blank]
- Validate other columns are populated, as expected
- Select [FormC] from the 'Form Description' field.
- Validate in the right-hand corner of the widget, a counter is displayed indicting "50 of xxx rows"
- For example, for this test "50 of 450 rows" is displayed
- Validate all "50" rows are displayed, as expected
- In the center of the widget, at the bottom
- Validate there are left arrow and right arrow navigation buttons bracketing the number of pages of data. For example: < 1 2 3 4 5 >
- Validate the page "1" navigation link is currently highlighted
- Click the right arrow navigation button again
- Validate the next 50 rows are displayed along with previous rows, as expected
- Validate in the lower right corner, the counter changes to "100 of 450 rows"
- Validate the page "2" navigation link is currently highlighted
- Click the right arrow navigation button again
- Validate the next 50 rows are displayed along with previous rows, as expected
- Validate the counter changes to "200 of 450 rows"
- Validate the page "3" navigation link is currently highlighted
- Click the right arrow navigation button again
- Validate the next 50 rows are displayed along with previous rows, as expected
- Validate the counter changes to "250 of 450 rows"
- Validate the page "4" navigation link is currently highlighted
- If applicable, repeat the last step by clicking the right arrow till the last page is displayed
- Validate the next 50 rows are always displayed along with previous rows, as expected
- Validate the counter changes to "300 of 450", "350 of 450", "400 of 450" etc., as expected
- Validate the page number navigation link increments by one for each page, and is highlighted
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Topics
• All Documents Widget
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