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RADplus 2023 Update 64

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

The following enhancements are added: 1) The 'Multiple Envelope Export' option is added. 2) The 'Envelope Import' option is updated to support files created using the 'Multiple Envelope Export' option. 3) The 'Envelope Export' option is updated to prevent error '[SYNTAX]zExport+9^User.RadPlusCSMOtherDictionary.1' when sometimes exporting aliased dictionaries. NOTE: Envelope files created after installing this update cannot be imported into environments that do not have this update installed.

Included Updates

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

Required Updates

None

Details
NEW2 CHANGED1 FIXED0
New (2)
Envelope Import - support for Multiple Envelope Export
The 'Envelope Import' option is updated to support files created using the 'Multiple Envelope Export' option.
Value Added: Added support for Multiple Envelope Export functionality.
Topics
• Envelope Definition • Envelope Export • Envelope Import • Modeling • NX
 
Multiple Envelope Export - Functionality
The 'Multiple Envelope Export' option is added.
Value Added: Ability to export multiple envelopes at one time.
Topics
• Envelope Definition • Envelope Export • Envelope Import • Modeling • NX
 
Changed (1)
Envelope Export - exporting aliased dictionaries
An issue is resolved where the following error can occur during the 'Envelope Export' option when exporting aliased dictionaries: '[SYNTAX]zExport+9^User.RadPlusCSMOtherDictionary.1'
Value Added: Support enhanced for exporting aliased dictionaries.
Topics
• Envelope Definition • Envelope Export • Envelope Import • NX
 
Acceptance Tests
AV-87081 Summary | Details
Envelope Import - support for Multiple Envelope Export
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Deletion (CWS)
  • Envelope Deletion (PM)
  • Envelope Import (CWS)
  • Form Deletion (CWS)
  • Form Deletion (PM)
  • Modeled Form Doc Routing
  • Table Deletion (CWS)
  • Table Deletion (PM)
  • Envelope Export (PM)
  • ModeledForm
  • Envelope Definition (MSO)
  • Envelope Import (MSO)
  • Multiple Envelope Export
  • User Definition
Scenario 1: "Envelope Import" - Validate importing envelope(s) containing modeled form(s) in parent and child namespaces
Specific Setup:
  • Have an envelope "Envelope A", exported from the parent namespace. For example, the "PM" Namespace.
  • Have an envelope "Envelope B", exported from a child namespace. For example, the "CWS" namespace.
  • Have another envelope "Envelope C", exported from any namespace that contains a modeled form that is enabled for document routing.
  • Have an envelope "Envelope D", exported from a child namespace. For example, the "MSO" namespace.
Steps
  1. Open the "Envelope Import" form from the PM menu.
  2. Import "Envelope A" from setup.
  3. Create a new envelope.
  4. Click "Yes" in "Load Un-Locked Dictionary Entries" and "Load Locked Dictionary Entries".
  5. Import file.
  6. Refresh Menus.
  7. Open the form associated with the import.
  8. File the form.
  9. Validate it files successfully.
  10. Open the "Envelope Import" form from the CWS menu.
  11. Import "Envelope B" from setup.
  12. Create a new envelope.
  13. Click "Yes" in "Load Un-Locked Dictionary Entries" and "Load Locked Dictionary Entries".
  14. Import file.
  15. Refresh Menus.
  16. Open the form associated with the import.
  17. File the form.
  18. Validate it files successfully.
  19. Open the "Envelope Import" form from the CWS menu.
  20. Import "Envelope C" from setup.
  21. Create a new envelope.
  22. Click "Yes" in "Load Un-Locked Dictionary Entries" and "Load Locked Dictionary Entries".
  23. Import file.
  24. Refresh Menus.
  25. Open the form associated with the import.
  26. File the form.
  27. Validate it files successfully.
  28. Open the "Envelope Import" form from the MSO menu.
  29. Import "Envelope D" from setup.
  30. Create a new envelope.
  31. Click "Yes" in "Load Un-Locked Dictionary Entries" and "Load Locked Dictionary Entries".
  32. Import file.
  33. Refresh Menus.
  34. Open the form associated with the import.
  35. File the form.
  36. Validate it files successfully.
Scenario 2: Envelope Export - validations
Specific Setup:
  • Have an existing Modeled form [FormA] that exists in [EnvelopeA].
Steps
  1. Open form "Envelope Definition".
  2. Select [EnvelopeA].
  3. Note the value in the "Envelope Version Number" field, for example "1.01".
  4. Close the form.
  5. Open form "Envelope Export".
  6. Select [EnvelopeA].
  7. Click [Begin Export].
  8. In the "File Explorer" dialog, select a folder location in the "Save In" field to save the export file.
  9. In the "File_Name" field, validate that the file name populated includes the name of [ReportA], appended by a "V" followed by the "Report Version Number" value noted in step 1 and the file extension. For example, "NetsmartExportModeledFormV1_01.TXT".
  10. Click [Save].
  11. Close the form.
  12. Open file "Envelope Import".
  13. Click [Select Envelope Import File]
  14. In the "File Explorer" dialog, navigate to the location of the export file.
  15. Select the file and click [Open].
  16. Select the "Overwrite Existing" radio button.
  17. Click [Begin Import Scan].
  18. Click [Begin Import].
  19. At the "Import Complete" dialog, click [OK].
  20. Close the form.
  21. At the Home View, search for [FormA] and open the form.
  22. Populate the desired fields on the form.
  23. Submit the form.
  24. Validate the form files successfully.
Scenario 3: Multiple Envelope Export - Form Validation
Specific Setup:
  • Using the "User Definition" form:
  • Give the user access to the "Multiple Envelope Export" form.
  • This form is available under the "Modeling" menu in the parent and child namespaces.
  • File the form.
  • Must have envelopes available for export.
Steps
  1. Open the "Multiple Envelope Export" in the parent or child namespace.
  2. Select several envelopes to export.
  3. Open the "Envelope Import" in the parent or child namespace selected above.
  4. Import the envelope creating a new envelope if it doesn't exist already or overwriting an existing envelope.
  5. Open the "Envelope Definition" form in the parent or child namespace selected above.
  6. Validate the envelope imported.
Topics
• Envelope Definition • Envelope Export • Envelope Import • Modeling • NX
AV-87082 Summary | Details
Multiple Envelope Export - Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Deletion (CWS)
  • Envelope Deletion (PM)
  • Envelope Import (CWS)
  • Form Deletion (CWS)
  • Form Deletion (PM)
  • Modeled Form Doc Routing
  • Table Deletion (CWS)
  • Table Deletion (PM)
  • Envelope Export (PM)
  • ModeledForm
  • Envelope Definition (MSO)
  • Envelope Import (MSO)
  • Multiple Envelope Export
  • User Definition
Scenario 1: "Envelope Import" - Validate importing envelope(s) containing modeled form(s) in parent and child namespaces
Specific Setup:
  • Have an envelope "Envelope A", exported from the parent namespace. For example, the "PM" Namespace.
  • Have an envelope "Envelope B", exported from a child namespace. For example, the "CWS" namespace.
  • Have another envelope "Envelope C", exported from any namespace that contains a modeled form that is enabled for document routing.
  • Have an envelope "Envelope D", exported from a child namespace. For example, the "MSO" namespace.
Steps
  1. Open the "Envelope Import" form from the PM menu.
  2. Import "Envelope A" from setup.
  3. Create a new envelope.
  4. Click "Yes" in "Load Un-Locked Dictionary Entries" and "Load Locked Dictionary Entries".
  5. Import file.
  6. Refresh Menus.
  7. Open the form associated with the import.
  8. File the form.
  9. Validate it files successfully.
  10. Open the "Envelope Import" form from the CWS menu.
  11. Import "Envelope B" from setup.
  12. Create a new envelope.
  13. Click "Yes" in "Load Un-Locked Dictionary Entries" and "Load Locked Dictionary Entries".
  14. Import file.
  15. Refresh Menus.
  16. Open the form associated with the import.
  17. File the form.
  18. Validate it files successfully.
  19. Open the "Envelope Import" form from the CWS menu.
  20. Import "Envelope C" from setup.
  21. Create a new envelope.
  22. Click "Yes" in "Load Un-Locked Dictionary Entries" and "Load Locked Dictionary Entries".
  23. Import file.
  24. Refresh Menus.
  25. Open the form associated with the import.
  26. File the form.
  27. Validate it files successfully.
  28. Open the "Envelope Import" form from the MSO menu.
  29. Import "Envelope D" from setup.
  30. Create a new envelope.
  31. Click "Yes" in "Load Un-Locked Dictionary Entries" and "Load Locked Dictionary Entries".
  32. Import file.
  33. Refresh Menus.
  34. Open the form associated with the import.
  35. File the form.
  36. Validate it files successfully.
Scenario 2: Envelope Export - validations
Specific Setup:
  • Have an existing Modeled form [FormA] that exists in [EnvelopeA].
Steps
  1. Open form "Envelope Definition".
  2. Select [EnvelopeA].
  3. Note the value in the "Envelope Version Number" field, for example "1.01".
  4. Close the form.
  5. Open form "Envelope Export".
  6. Select [EnvelopeA].
  7. Click [Begin Export].
  8. In the "File Explorer" dialog, select a folder location in the "Save In" field to save the export file.
  9. In the "File_Name" field, validate that the file name populated includes the name of [ReportA], appended by a "V" followed by the "Report Version Number" value noted in step 1 and the file extension. For example, "NetsmartExportModeledFormV1_01.TXT".
  10. Click [Save].
  11. Close the form.
  12. Open file "Envelope Import".
  13. Click [Select Envelope Import File]
  14. In the "File Explorer" dialog, navigate to the location of the export file.
  15. Select the file and click [Open].
  16. Select the "Overwrite Existing" radio button.
  17. Click [Begin Import Scan].
  18. Click [Begin Import].
  19. At the "Import Complete" dialog, click [OK].
  20. Close the form.
  21. At the Home View, search for [FormA] and open the form.
  22. Populate the desired fields on the form.
  23. Submit the form.
  24. Validate the form files successfully.
Scenario 3: Multiple Envelope Export - Form Validation
Specific Setup:
  • Using the "User Definition" form:
  • Give the user access to the "Multiple Envelope Export" form.
  • This form is available under the "Modeling" menu in the parent and child namespaces.
  • File the form.
  • Must have envelopes available for export.
Steps
  1. Open the "Multiple Envelope Export" in the parent or child namespace.
  2. Select several envelopes to export.
  3. Open the "Envelope Import" in the parent or child namespace selected above.
  4. Import the envelope creating a new envelope if it doesn't exist already or overwriting an existing envelope.
  5. Open the "Envelope Definition" form in the parent or child namespace selected above.
  6. Validate the envelope imported.
Topics
• Envelope Definition • Envelope Export • Envelope Import • Modeling • NX
AV-87683 Summary | Details
Envelope Export - exporting aliased dictionaries
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Definition (MSO)
  • Envelope Export (MSO)
  • Envelope Import (MSO)
  • Form Definition (MSO)
  • Table Definition (MSO)
Scenario 1: Table Definition - Export a single response dictionary item that maps to a different entity
Specific Setup:
  • Using "Envelope Definition":
  • Create a new envelope form in the child or parent namespace.
  • Allow the envelope to be exportable.
  • Using "Table Definition" form:
  • Navigate to the "Column Definition" section.
  • Add desired fields.
  • Add a Single Response Dictionary field that is mapped to another database.
  • Using "Form Definition" form:
  • Create a new form utilizing all the fields created under the "Table Definition".
Steps
  1. Open "Envelope Export".
  2. Export the envelope you created in setup.
  3. Log into another test system.
  4. Open "Envelope Import".
  5. Import the envelope you just exported.
  6. Open "Envelope Definition".
  7. Validate the envelope you just imported exists.
  8. Open the form that was imported.
  9. Populate with data.
  10. File the form.
Topics
• Envelope Definition • Envelope Export • Envelope Import • NX