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RADplus 2023 Update 38

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

The following modifications are made to the State Forms Tools: 1) Support for mathematical functions is added to the SQL Generated Data column in the Define Record Data Elements grid. See documentation for additional details. 2) The 'Days to save compile data' feature is modified to delete older compiles where no file was created automatically, and allow options for deleting older compiles where files were created.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
State Form Definition - Form
Support for mathematical functions is added to the "SQL Generated Data" column in the "Define Record Data Elements grid" of the form. In addition, the selection "Automatically Purge Posted Compiles" is added to the "Definition Options" field. This can be used in conjunction with the 'Days to save compile data' feature, to delete older compiles where no file was created automatically, and for deleting older compiles where files were created.
Value Added: Provides enhanced data reporting and purging functionality
Topics
• NX • State Form Tools
 
Acceptance Tests
AV-85821 Summary | Details
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
  • App Dashboard
  • Crystal Report Viewer
Scenario 1: State Form Definition - Field and data validation's
Specific Setup:
  • Have a "State Form Definition" file [TestFile] created based on a table [TestTable] that contains two or more numerical fields and any other fields
  • For this test, numerical fields [FieldA], [FieldB] and [FieldC] exist and are set to display data when the file is generated
  • Have access to the form [TestForm] where data can filed in table [TestTable]
  • Have access to form "State Form Definition" and "State Form File Generation"
  • An active client [TestClient] exists on the system
Steps
  1. Open [TestForm]
  2. Select [TestClient]
  3. Set [FieldA] to a desired value. For this test "10"
  4. Set [FieldB] to a desired value. For this test "20"
  5. Set [FieldC] to a desired value. For this test "5"
  6. Populate any other desired fields
  7. Submit the form
  8. Open the 'State Form Definition' form
  9. Select "Existing" in the 'New or Existing' field
  10. Select the [TestFile] from the 'Select State Form' field drop down list
  11. Click the [Record Definition] section
  12. Select "Update" in the "Add or Update Record" field
  13. Select the existing record in the "Select Record" field
  14. Click [Define Record Data Elements]
  15. Click [New Row]
  16. In the "Element Name" field, enter a description of a math function to perform using the numerical fields stated in the set up fields in the file.
  17. For this test, "Add fields FieldA, FieldB subtract FieldC" is entered
  18. Tab over to the "SQL Generated Data" field
  19. Add a math function to accomplish the result
  20. For this example, the following expression would be used:
  21. MATH(MATH(p.FIELDA,p.FIELDB,'+'),p.FIELDC,'-')
  22. Click [New Row] again to add another math function
  23. In the "Element Name" field, enter a description of another math function to perform using the numerical fields stated in the set up fields in the file.
  24. For this test, "Multiply fields FieldA and FieldB divide by FieldC" is entered
  25. Tab over to the "SQL Generated Data" field
  26. Add a math function to accomplish the result
  27. For this example, the following expression would be used.
  28. MATH(MATH(p.FIELDA,p.FIELDB,'*'),p.FIELDC,'/')
  29. Click [Save] to save the changes
  30. Click [File Record]
  31. Click back to the "State Form Definition" section
  32. Click [File Form]
  33. Validate the definition files successfully
  34. Open form "State Form File Generation"
  35. In the "State Form" field, select [TestFile]
  36. Select the "Compile" button in the "File Generations Options" field
  37. Click [Process]
  38. Click [OK] at the "Compile Complete" message
  39. Select the "Dump File" button in the "File Generations Options" field
  40. Click [Process]
  41. The "RADplus_SF_File_Dump" report will display
  42. Locate the record row for [TestClient]
  43. Validate the resulting value for the math calculation set up in step 2g is correct.
  44. For this test (10+20-5), the expected result would be "15"
  45. Validate the resulting value for the math calculation set up in step 2h is correct.
  46. For this test (10 x 20 divided by 5), the result would be "40"
Scenario 2: State Form Definition -Validate 'Automatically Purge Posted Compiles' with "Days To Save Compile Data" set to "0"
Specific Setup:
  • Have a state form definition file created [SFfile] in form "State Form Definition" that has not yet been complied in form "State Form File Definition"
Steps
  1. Open the 'State Form Definition' form
  2. Select 'Existing' in the 'New or Existing' field
  3. Select the [SFfile]
  4. Scroll to the bottom of the form
  5. Set the 'Days to Save Compile Data' field to "0".
  6. Navigate to the 'Definition Options' field. Click the help message icon next to field label.
  7. Validate message includes information regarding the "Automatically Purge Posted Compiles" selection that states, If selected, compiles automatically deleted based on the selection in the 'Days To Save Compile Data' field value will "also" delete Posted files (where a file has been generated on server)
  8. Leave the 'Automatically Purge Posted Compiles' selection, not selected
  9. File the definition
  10. Open the 'State Form File Generation' form
  11. Select the [SFfile]
  12. Select "Compile" in the "File Generations Options" field
  13. Click [Process] to create the compile. [CompileA]
  14. Validate "Process Complete" is displayed
  15. Click to [Dump the File] in the "File Generations Options" field
  16. Click [Process].
  17. Validate the dump file report displays data
  18. Repeat step 4b to compile another file. [CompileB]
  19. Click the "Select File" dropdown to view the compiles
  20. Validate [CompileA] is not present as expected, as prompt 'Days to Save Compile Data' field was set to "0".
  21. Validate the new compile [CompileB], is available for selection
  22. Select [CompileB]
  23. Select "Create File on Server" in the "File Generations Options" field
  24. Click [Process].
  25. Validate "Process Complete" is displayed
  26. Repeat step 8b to create another compile. [CompileC]
  27. Click the 'Select File" dropdown to view the compiles
  28. Validate the new compile is present [CompileC]
  29. Validate [CompileB] the one created on the server is present as well as expected, since prompt 'Automatically Purge Posted Compiles' was not selected in step 3d
  30. Re-open the 'State Form Definition' form
  31. Select the [SFfile] for edit
  32. Navigate to the 'Definition Options' field
  33. This time select the 'Automatically Purge Posted Compiles' selection
  34. File the definition
  35. Return to the 'State Form File Generation' form
  36. Select the [SFfileA]
  37. Select "Compile" in the "File Generations Options" field
  38. Click [Process] to create another compile. [CompileD]
  39. Validate "Process Complete" is displayed
  40. Click the 'Select File" dropdown to view the compiles
  41. Validate the new compile is present [CompileD]
  42. Validate [CompileC] is not present as 'Days to Save Compile Data' field to "0".
  43. Validate [CompileB] the one created on the server is also not present this time, since prompt 'Automatically Purge Posted Compiles' was selected in step 5
Scenario 3: State Form Definition -Validate 'Automatically Purge Posted Compiles' with "Days To Save Compile Data" greater than "0"
Specific Setup:
  • Have a state form definition file created [SFfile] in form "State Form Definition" that has not yet been complied in form "State Form File Definition"
Steps
  1. Open the 'State Form Definition' form
  2. Select 'Existing' in the 'New or Existing' field
  3. Select the [SFfile]
  4. Scroll to the bottom of the form
  5. Set the 'Days to Save Compile Data' field to any value greater than "0".
  6. Navigate to the 'Definition Options' field. Click the help message icon next to field label.
  7. Validate message includes information regarding the "Automatically Purge Posted Compiles" selection that states, If selected, compiles automatically deleted based on the selection in the 'Days To Save Compile Data' field value will "also" delete Posted files (where a file has been generated on server)
  8. Leave the 'Automatically Purge Posted Compiles' selection, not selected
  9. File the definition
  10. Open the 'State Form File Generation' form
  11. Select the [SFfile]
  12. Select "Compile" in the "File Generations Options" field [CompileA]
  13. Click [Process] to create the compile [CompileA]
  14. Validate "Process Complete" is displayed
  15. Click to [Dump the File] in the "File Generations Options" field
  16. Click [Process].
  17. Validate the dump file report displays data
  18. Repeat step 4b to compile the file again, to create another compile [CompileB]
  19. Click the "Select File" dropdown to view the compiles
  20. Validate [CompileA] is present as expected, as prompt 'Days to Save Compile Data' field was set to greater than "0".
  21. Validate the new compile [CompileB], is also available for selection
  22. Select [CompileB]
  23. Select "Create File on Server" in the "File Generations Options" field
  24. Click [Process]. Validate "Process Complete" is displayed
  25. Repeat step 8b to compile the file again to create another compile [CompileC]
  26. Click the "Select File" dropdown to view the compiles
  27. Validate the new compile is present [CompileC]
  28. Validate [CompileA] is still present
  29. Validate [CompileB] the one created on the server is present as well as expected, since prompt 'Automatically Purge Posted Compiles' was not selected in step 3d
  30. Re-open the 'State Form Definition' form
  31. Select the [SFfile] for edit
  32. Navigate to the 'Definition Options' field
  33. This time select the 'Automatically Purge Posted Compiles' selection
  34. File the definition
  35. Return to the 'State Form File Generation' form
  36. Select the [SFfile]
  37. Select "Compile" in the "File Generations Options" field
  38. Click [Process] to create the new compile. [CompileD]
  39. Validate "Process Complete" is displayed
  40. Click the "Select File" dropdown to view the compiles
  41. Validate the new compile is present [CompileD]
  42. Validate [CompileA], [CompileB] and [CompileC] are also still present, since the 'Days to Save Compile Data' field is set greater than "0".
Topics
• NX • State Form Tools

 

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