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RADplus 2023 Update 59

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

The DocR.comments SQL table can now be queried against in both the parent and CWS namespaces. In addition, the table index has been expanded to prevent errors from happening when a user files an approval comment against the same to-do item twice within the same minute.

Included Updates

2, 4, 12, 25, 26, 29, 33, 49, 58

Required Updates

None

Details
NEW1 CHANGED0 FIXED1
New (1)
Document Routing - comments
The "DocR.comments" SQL table is updated to ensure that data in the table can be queried via the parent namespace or the "CWS" namespace KB0074652 v0.01
Value Added: Provides enhanced data retrieval ability
Topics
• Approval Comments • Document Routing • My To Do's
 
Fixed (1)
"DocR.comments" - To Do approvals
The "DocR.comments" SQL table has been updated to resolve an issue where that could occur when a user signs a To Do requiring approval comments for another user and then quickly signs the same to do sent to them with approval comments
Topics
• Approval Comments • Document Routing • My To Do's
 
Acceptance Tests
AV-80789 Summary | Details
Document Routing - comments
Scenario 1: Validate "Doc Routing" workflow "Approval Comments" data in SQL table "DocR.Comments"
Specific Setup:
  • Have a system with both "PM" and "CWS" namespaces
  • Have the following forms set up on the system
  • [FormA] is "PM" form that is enabled for document routing and has prompt "Allow Comments During Approval" set to "Yes" in form "Document Routing Setup"
  • Have a report or query set up that can used to display data in the SQL table "Doc.R.Comments" pointing to the "PM" namespace [ReportA]
  • [FormB] is "CWS" form that is enabled for document routing and has prompt "Allow Comments During Approval" set to "Yes" in form "Document Routing Setup"
  • Have a report or query set up that can used to display data in the SQL table "Doc.R.Comments" pointing to the "CWS" namespace [ReportB]
  • [FormC] can be set up in either "PM" or "CWS". Is enabled for document routing and has prompt "Allow Comments During Approval" set to "Yes" in form "Document Routing Setup"
  • Have a report or query [ReportC] set up that can used to display data in the SQL table "Doc.R.Comments" pointing to the namespace the [FormC] was created in
  • [UserA] and [UserB] are staff members.
  • In form "User Definition" [UserA] has permissions set to be a to be a "Co-signer" for other staff members
  • Log in as [UserA]
Steps
  1. Open [FormA]
  2. Select a client [TestClient]
  3. Populate the desired fields on the form
  4. File the form as "Final"
  5. At the "Route To" screen
  6. Add [UserB] as an approver
  7. Submit the form
  8. Validate submission is successful
  9. Repeat step 1 for forms for [FormB]
  10. Validate results are as expected
  11. Log out as [UserA]
  12. Log in as [UserB]
  13. Navigate to the "My To Do's" widget and locate the To Do sent in step 1 for [FormA]
  14. Click to [Review]
  15. At the "Document Preview" screen, validate the document contents are as expected
  16. Click [Accept]
  17. Click [Sign]
  18. At the "Approval Comments" dialog, enter the desired comments
  19. Click [OK]
  20. Validate submission is successful
  21. In the "My To Do's" widget, locate the To Do sent in step 2 for [FormB]
  22. Click to [Review]
  23. At the "Document Preview" screen, validate the document contents are as expected
  24. Click [Accept]
  25. Click [Sign]
  26. At the "Approval Comments" dialog, enter the desired comments
  27. Click [OK]
  28. Validate submission is successful
  29. Run [ReportA] to display data in the SQL table "Doc.R.Comments" in the "PM" namespace
  30. Validate a row is displayed for [TestClient] for the To Do approved in sent in step 1
  31. Validate the "approved_user" field reflects [UserB] who approved the To Do in step 5
  32. Validate the "Appoved_Comment" field reflects the comment entered in step 5 by [UserB]
  33. Run [ReportB] to display data in the SQL table "Doc.R.Comments" in the "CWS" namespace
  34. Validate a row is displayed for [TestClient] for the To Do approved in sent in step 2
  35. Validate the "approved_user" field reflects [UserB] who approved the To Do in step 6
  36. Validate the "Appoved_Comment" field reflects the comment entered in step 5 by [UserB]
  37. Log out as [UserB]
  38. Log in as [UserA]
  39. Open [FormC]
  40. Select a client [TestClient]
  41. Populate the desired fields on the form
  42. File the form as" Final"
  43. At the "Route To" screen
  44. Add [UserB] as an approver
  45. Submit the form
  46. Validate submission is successful
  47. Navigate the "My To Do's widget
  48. Click on the "Sign" tab
  49. In the "Staff" search field, search for [UserB]. [Note: for Avatar NX, clicking the 'Change' link located in the top left corner of the widget, allows the user to search for another staff member]
  50. Validate the To Do sent to [UserB] is found, select the To Do to review it
  51. Click [Accept]
  52. At the "Approval Comments" dialog, populate the text field with a desired comment
  53. Click [OK]
  54. Click [Sign All]
  55. Validate the To Do is removed from the To Do list
  56. Then right a way, in the "Staff" search field, search for [UserA].
  57. Locate the To Do for [FormC]
  58. Click [Review]
  59. Click [Accept]
  60. At the "Approval Comments" dialog, populate the text field with a desired comment
  61. Click [OK]
  62. Validate the To Do is removed from the To Do list successfully
  63. Run [ReportC] to display data in the SQL table "Doc.R.Comments"
  64. Validate there are two rows displayed for [TestClient], for the To Do sent to [UserB] in step 11
  65. For the first row,
  66. Validate the "approved_user" field reflects [UserA] who signed the To Do sent to [UserB] in step 11
  67. Validate the "AppovedComment" field reflects the comment entered in step 12b by [UserA]
  68. For the second row
  69. Validate the "approved_user" field reflects [UserA] who approved the To Do that was sent to themselves in step 11
  70. Validate the "AppovedComment" field reflects the comment entered in step 12b by [UserA]
Topics
• Approval Comments • Document Routing • My To Do's
AV-89689 Summary | Details
"DocR.comments" - To Do approvals
Internal Test Only
Topics
n/a