View Definition - view deletion
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: NX "View Definition" - Validate 'myDay', 'Client Dashboard' and "Additional myDayViews" load successfully after an assigned "View" is deleted
Specific Setup:
- Have or create two views in form "View Definition".
- [TestViewA] is set as a home view
- [TestViewB] is set as a chart view
- Have four existing users set up in form "User Definition" that are either assigned to one or more roles or not assigned to a role [UserA], [UserB], [UserC] and [UserD].
- In form 'NX View Definition'
- Each user has been set up with a "myDay" and "Client Dashboard" and "Additional myDay Views", that don't include [TestViewA] and [TestViewB] as a selected view
- Logged in user has access to "NX View Definition" and "View Definition"
Steps
- Open 'NX View Definition' and select [UserA] in the "Select User" field
- Change their current 'myDay' to the view [TestViewA]
- Click [File] to submit the changes
- In the "Select User" field select [UserB]
- Change their current 'Client Dashboard' view to [TestViewB]
- Click [File] to submit the changes
- In the "Select User" field select [UserC]
- Change their 'myDay' to the view [TestViewA]
- Change their 'Client Dashboard' to the view [TestViewB]
- Click [File] to submit the changes
- In the "Select User" field select [UserD]
- Leave the current values selected in the 'myDay' and 'Client Dashboard' fields
- Click "Additional myDay Views"
- Select [TestViewA] and any other desired views
- Click [File] to submit the changes
- Open "View Definition"
- Click "Select View" and select [TestViewA]
- Click [Delete View]
- Submit the form
- Validate the form files successfully
- Click "Select View" and select [TestViewB]
- Click [Delete View]
- Submit the form
- Validate the form files successfully
- Log out as the current logged in user
- Log in as [UserA]
- Validate their "myDay" view [TestViewA] has not loaded and the view has defaulted to the "Netsmart Default" view as expected, as their assigned view [TestViewA] had been deleted. (Note: the Netsmart default view has just the "Did You Know?" widget and "Message Center" widget on the view)
- Select any client and click "Open Dashboard" link next to their name
- Validate their assigned "Client Dashboard" view loads as expected
- Close the client dashboard
- Click back to the "myDay "view
- Validated any "Additional myDay Views" assigned, are displayed across the top of the page as expected
- Click on any of the additional views
- Validate the views loads as expected
- Log out as [UserA]
- Log in as [UserB]
- Validate their assigned "myDay" view has loaded as expected
- Select any client and click "Open Dashboard" link next to their name
- Validate their assigned "Client Dashboard" view [TestViewB] is not displayed and the view has defaulted to the "Netsmart Default" dashboard view as expected. [Note: the Netsmart default dashboard view only contains the "My To Do's" widget]
- Close the client dashboard
- Click back to the "myDay "view
- Validated any "Additional myDay Views" assigned, are displayed across the top of the page as expected
- Click on any of the additional views
- Validate the views loads as expected
- Log out as [UserB]
- Log in as [UserC]
- Validate their "myDay" view [TestViewA] has not loaded and the view has defaulted to the "Netsmart Default" view as expected, as their assigned view [TestViewA] had been deleted.
- Select any client and click ""Open Dashboard" link next to their name
- Validate their assigned "Client Dashboard" view [TestViewB] is not displayed and the view has defaulted to the "Netsmart Default" dashboard view as expected
- Close the client dashboard
- Click back to the "myDay "view
- Validated any "Additional myDay Views" assigned, are displayed across the top of the page as expected
- Click on any of the additional views
- Validate the views loads as expected
- Log out as [UserC]
- Log in as [UserD]
- Validate their assigned "myDay" view has loaded as expected
- Select any client in the "My Clients" widget and click ""Open Dashboard" link next to their name
- Validate their assigned "Client Dashboard" loads as expected
- Select any client and click "Open Dashboard" link next to their name
- Validate their assigned "Client Dashboard" loads as expected
- Click back to the "myDay" view.
- Validate their assigned "Additional myDay Views" are displayed as expected except for [TestViewA], as that view was deleted
- Click on any of the additional views
- Validate the views loads as expected
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Topics
• NX
• NX View Definition
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