Routing Admin Dashboard - Query data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Routing Admin Dashboard - View Queries
Specific Setup:
- User has the "Rule Based Routing" widget and the "My To Do's" widget on their home view
- In the "Routing Queue Definition" form, have a queue [TestQueue] defined
- Have a modeled form [TestForm] that is enabled for document routing
- In the "Routing Configuration Definition form"
- Select the "Product" that modeled form [TestForm] was created in
- Select [TestForm] in the "Form" field
- Select "Yes" in the "Active" field
- Submit the form
- Have two clients [ClientA] and [ClientB]
- Open [TestForm] and submit and route a row for [ClientA]
- Open [TestForm] and submit and route a row for [ClientB]
- In the "My To Do's" widget, locate the to do's sent for [TestForm] in the previous step and approve them
- In the "Rule Based Routing" widget
- Locate the row for the document submitted for [ClientA]
- Click [Launch Workflow List]
- Fill out the form and click [Send Query]
- Populate the "Enter Reason" text field and click [Save]
- In the "Query Definition" grid, add two new query rows [Row1] and [Row2], populating the desired columns in each row and then save the form
- Locate the row for the document submitted for [ClientB]
- Click [Launch Workflow List]
- Fill out the form and click [Send Query]
- Populate the "Enter Reason" text field and click [Save]
- In the "Query Definition" grid, add just one query row [Row1] and save the form
Steps
- Open the 'Routing Admin Dashboard' form.
- Select [ClientA] from the 'Queue' field.
- Click [Search].
- Select the row from the 'Results' grid.
- Click [View Summary].
- Select the row in the "Document Summary" screen
- Click [View Queries].
- In the "Query Definition", queries grid
- Validate there are two query rows present, [Row1] and [Row2] for [ClientA] in the grid, as expected
- Click [Close] to the "Query Definition" screen
- Click [Close] again in the "Document Summary" screen
- Returning to the open 'Routing Admin Dashboard' form.
- Select [ClientB] from the 'Queue' field.
- Click [Search].
- Select the row from the 'Results' grid.
- Click [View Summary].
- Select the row in the "Document Summary" screen
- Click [View Queries].
- In the "Query Definition", queries grid
- Validate there is just one row [Row1] present for [ClientB] in the grid, as expected
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Topics
• Rule Based Routing
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