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RADplus 2023 Update 139

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2019 Update 126
RADplus 2023 Monthly Release 2023.03.02
RADplus 2023 Update 101
RADplus 2023 Update 106
RADplus 2023 Update 33

Product Update Description

The following issues are resolved: 1) 'Approver Override' and the document routing dialog may not display the correct document image. 2) Approval comments may not be saved when accepting a routed document.

Required Updates

None

Included Updates

2, 4, 6, 7, 8, 12, 13, 14, 20, 22, 25, 26, 29, 32, 33, 35, 39, 41, 47, 49, 51, 55, 56, 58, 59, 60, 61, 62, 64, 65, 69, 71, 75, 80, 83, 85, 86, 87, 88, 89, 90, 97, 97.1, 98, 99, 101, 106, 117, 120

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
Document Routing - Document Image
An issue is resolved during the document routing process, to ensure that the correct document image is displayed to the user in the document routing dialog screen
Topics
• Document Routing • NX
 
Approver Override - document image
An issue is resolved to ensure that when a user clicks the "Display Document" to view a document in the "Approver Override" form, that the expected image is always displayed
Topics
• Document Management
 
My To Do's widget - Approval comments
An issue is resolved to ensure that any "Approval Comments" entered when accepting documents via "My To Do's" widget, are saved to the document image and filed in "DocR.Documents" table as expected
Topics
• Add Non-User Signature • Document Routing • Envelope Import • My To Do's
 
Acceptance Tests
AV-91984 Summary | Details
Document Routing - Document Image
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ModeledForm (w/Doc routing Crystal Report Template)
Scenario 1: "Document Routing" - Document display validations
Specific Setup:
  • Have two users for testing [TestUserA] and [TestUserB].
  • Both users have the "My To Do's" widget on their home view.
  • Have two forms enabled for document routing:
  • [TestFormA] is enabled in form "Document Routing Setup" with "User Crystal Report Template" set to "Y" and report selected in the "Crystal Report" field.
  • [TestFormB] is not enabled to use a crystal report template.
  • Log in as [TestUserA].
Steps
  1. Access [TestFormA]:
  2. Populate all desired fields on the form.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click "OK".
  5. Click [Submit].
  6. In the "Confirm Document" screen:
  7. Verify document is displayed in the expected the "Crystal Report" template format.
  8. Validate all data is populated as expected.
  9. Click [Accept and Route].
  10. Enter the user's password in the 'Password' field.
  11. Click [OK].
  12. In the "Route Document To" screen, select [TestUserB] as an approver.
  13. Click [Submit].
  14. Validate the form submits successfully.
  15. Log out as [TestUserA].
  16. Log in as [TestUserB].
  17. Navigate to the 'My To Do's' widget:
  18. Locate the document in the "My To Do's" widget for [TestFormA]:
  19. Click [Approve Document].
  20. In the "Confirm Document" screen:
  21. Verify document is displayed in the expected "Crystal Report" template format.
  22. Validate all data is populated as expected.
  23. Click [Accept].
  24. Validate the "To Do" accepted successfully and is removed from the 'My To Do's' widget.
  25. Access [TestFormB]:
  26. Populate all desired fields on the form.
  27. Select "Final" in the 'Draft/Final' field.
  28. Click "OK".
  29. Click [Submit].
  30. In the "Confirm Document" screen:
  31. Verify document is displayed in the expected as a standard "TIF" image, not in a "Crystal Report" 'PDF' template format.
  32. Validate all data is populated as expected.
  33. Click [Accept and Route].
  34. Enter the user's password in the 'Password' field.
  35. Click [OK].
  36. In the "Route Document To" screen, select [TestUserA] as an approver.
  37. Click [Submit].
  38. Validate the form submits successfully.
  39. Log out as [TestUserB].
  40. Log in as [TestUserA].
  41. Navigate to the 'My To Do's' widget.
  42. Locate the document in the "My To Do's" widget for [TestFormB]:
  43. Click [Approve Document].
  44. In the "Confirm Document" screen:
  45. Verify document is displayed in the expected as a standard "TIF" image, not in a "Crystal Report" 'PDF' template format.
  46. Validate all data is populated as expected.
  47. Click [Accept].
  48. Validate the "To Do" accepted successfully and is removed from the 'My To Do's' widget.
Topics
• Document Routing • NX
AV-92232 Summary | Details
Approver Override - document image
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Approver Override
Scenario 1: "Approver Override" form - Validate Document display and functionality
Specific Setup:
  • Have two users who are staff members [StaffA] and [StaffB].
  • Have two forms enabled for document routing [FormA] and [FormB] and both use form type, [TypeA].
  • [ClientA] has two document rows [DocRow1] and [DocRow2] submitted in [FormA] that has been routed to [StaffB] for approval.
  • [ClientB] has two document rows [DocRow1] and [DocRow2] submitted in [FormB] that has been routed to [StaffB] for approval.
  • [StaffA] has the "My To Do's" widget on their home view.
  • Log in as [StaffA].
Steps
  1. Open form "Approver Override":
  2. In the "Form Type" field choose In the "Entity" field, select [TypeA].
  3. In the "Entity" field select [ClientA]:
  4. Populate the "From" and "To", date fields.
  5. Click the "List of Documents" field:
  6. Validate both [DocRow1] and [DocRow2] are displayed as expected.
  7. Select [DocRow1]:
  8. Click [Display Document] to view the document:
  9. Validate the "Confirm Document" screen displays document data for [ClientA], [DocRow1], as expected.
  10. Click [Close].
  11. Click the "List of Documents" field:
  12. Select [DocRow2].
  13. Click [Display Document] to view the document:
  14. Validate the "Confirm Document" screen displays document data for [ClientA], [DocRow2], as expected.
  15. Click [Close].
  16. In the "Entity" field select [ClientB]:
  17. Populate the "From" and "To", date fields.
  18. Click the "List of Documents" field.
  19. Validate both [DocRow1] and [DocRow2] are displayed as expected.
  20. Select [DocRow1]:
  21. Click [Display Document] to view the document:
  22. Validate the "Confirm Document" screen displays document data for [ClientB], [DocRow1], as expected.
  23. Click [Close]
  24. Click the "List of Documents" field
  25. Select [DocRow2]
  26. Click [Display Document] to view the document
  27. Validate the "Confirm Document" screen displays document data for [ClientB], [DocRow2], as expected
  28. Click [Update Approvers]
  29. In the "Route Document To" screen, uncheck the current selected approver
  30. In the "Add Approver" field, select [StaffA]
  31. Click [Submit]
  32. Navigate to the "My To Do's" widget, and locate the row with the To Do sent in step 1d
  33. Click [Approve Document]
  34. Validate the "Confirm Document" screen displays document data for [ClientB], [DocRow2], as expected
  35. Click [Accept]
  36. Populate the "Verify Password" prompt
  37. Click [OK]
  38. Validate the "To Do" is removed from the "My To Do's"
Topics
• Document Management
AV-94670 Summary | Details
My To Do's widget - Approval comments
Scenario 1: 'My To Dos' Widget - Validate display of "Approval Comments" and "DocR.Comments" table data
Specific Setup:
  • Have a testing system that is accessible via "myAvatar" and/or "Avatar NX".
  • Enable document routing for any form [TestForm] in form "Document Routing Setup":
  • Set prompt 'Allow Comments During Approval' to 'Yes' for the form.
  • Have three users, [StaffA], [StaffB] and [StaffC].
  • Each user has the "My To Do's" widget on their home view.
  • Have report that will display data in the "SYSTEM.DocR.comments" table.
Steps
  1. Log in as [StaffA] via "AvatarNX" (if applicable).
  2. Launch [TestForm] for any client:
  3. Populate all desired fields on the form.
  4. Submit the form as "Final".
  5. At the "Route To" dialog.
  6. Add [StaffA] as an approver.
  7. Submit the document [DocA] to be routed.
  8. Validate submission is successful.
  9. Repeat step 2, for [StaffB] and routing [DocB].
  10. Repeat step 2, for [StaffC] and routing [DocC].
  11. Navigate to the "My To Do's" widget:
  12. In the "Documents to Sign" column, validate the To Do for [DocA] is present in the widget as expected
  13. Click to review the To Do.
  14. Validate the document contents are as expected.
  15. Click to "Accept" the documents.
  16. In the "Approval Comments" field, enter desired comments [DocAComments] for [DocA]
  17. Click [Sign]:
  18. Validate the To Do is approved successfully.
  19. Log out a [StaffA].
  20. Log in as [StaffB] via "myAvatar".
  21. Navigate to the "My To Do's" widget:
  22. Click the "All" or "New" tab in the widget:
  23. Validate a row is present for the [DocB] as expected.
  24. Click "Approve Document" link in the "Action" column of the row
  25. In the document preview screen, validate the document contents are as expected.
  26. Click to "Accept".
  27. In the "Approval Comments" dialog, enter desired comments [DocBComments] for [DocA].
  28. Click [OK].
  29. Validate the To Do is approved successfully.
  30. Log out as [StaffB].
  31. Log in as [StaffC] via "myAvatar".
  32. Navigate to the "My To Do's" widget:
  33. Click the "Sign" tab in the widget.
  34. In the "Search Documents" section, validate a row is present for [DocC] as expected:
  35. Click to select that row.
  36. In the "Document Preview", validate the document contents are as expected.
  37. Click "Accept".
  38. In the "Approval Comments" dialog, enter desired comments [DocCComments] for [DocC].
  39. Click [OK].
  40. In the "Accepted Documents" section.
  41. Click [Sign All].
  42. Validate the To Do is approved successfully.
  43. Generate the report for the "SYSTEM.DocR.comments" table.
  44. Locate the row for [StaffA]:
  45. Validate the "Approved Comment" column is populated with the comments [DocAComments], entered in step 7.
  46. Locate the row for [StaffB]:
  47. Validate the "Approved Comment" column is populated with the comments [DocBComments], entered in step 8.
  48. Locate the row for [StaffC]:
  49. Validate the "Approved Comment" column is populated with the comments [DocCComments], entered in step 9.
Topics
• Document Routing • My To Do's