Envelope Import - UTC data entry fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Validate Envelope "Export/Import" in "UTC" Date/Time enabled systems
Specific Setup:
- Have a system enabled to use "UTC" date and time. Please note: this must be done by a Netsmart Representative.
- [EnvelopeA] contains modeled form [FormA], which contains one or more of the available "UTC" related date/time fields as one of the fields in the forms "Pre-display". For example: "Data Entry Calculated Timezone", "Data Entry Offset", "Data Entry UTC Timestamp" or "Data Entry Workstation Timezone".
- [EnvelopeB] contains modeled form [FormB] which does not contain any of the available "UTC" related date/time fields as one of the fields in the forms "Pre-display".
Steps
- Open form "Envelope Export"
- Select [EnvelopeA]
- Click [Begin Export]
- In the "File Explorer" dialog, select a folder location in the "Save In" field to save the export file.
- Click [Save]
- Close the form
- Open file "Envelope Import"
- Click [Select Envelope Import File]
- In the "File Explorer" dialog, navigate to the location of the [EnvelopeA] export file
- Select the file and click [Open]
- Select the "Overwrite Existing" radio button
- Click [Begin Import Scan]
- Click [Begin Import]
- At the "Import Complete" dialog, click [OK]
- Close the form
- At the Home View, search for [FormA] and open the form
- Populate the desired fields on the form
- Submit the form
- Validate the form files successfully
- Re-open [FormA]
- Select the row just submitted in step 3
- At the "Pre-Display" screen, validate the values for all pre-display fields selected in the setup, are displayed as expected
- Click to edit the row
- Validate al fields are populated as expected
- Repeat steps 1 thru 4 for [EnvelopeB]
- Validate results are as expected
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Topics
• Envelope Export
• Envelope Import
• NX
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