Details
Assignee
UnassignedUnassignedReporter
Joseph ReimersJoseph ReimersPriority
P3Story Points
2Development Team
ThunderjetRelease
Trillium (R2 2025)TestRail: Cases
Open TestRail: CasesTestRail: Runs
Open TestRail: Runs
Details
Details
Assignee
Unassigned
UnassignedReporter
Joseph Reimers
Joseph ReimersPriority
Story Points
2
Development Team
Thunderjet
Release
Trillium (R2 2025)
TestRail: Cases
Open TestRail: Cases
TestRail: Runs
Open TestRail: Runs
Created March 6, 2025 at 6:05 PM
Updated March 12, 2025 at 2:12 PM
In order to support management of large numbers of PO templates and to support templates applied during order import, order templates should support library-defined categories. The pattern for this should mirror that used by “Categories” in Settings → Organizations → Categories.
Scenarios
Add Order template categories to Order settings
Given authorized user is in Settings
When user clicks on Orders
Then Order template categories appears directly under Order templates
Order template categories
Given scenario 1
When user clicks Order template categories
Then a third pane appears
AND that pane has a header of “Order template categories”
AND a subheader of “Categories”
AND a “New” button
Active if user has “settings - orders create privileges”
NOT active if user does NOT have create privileges
Multicolumn list
Given scenario 2
When at least one category exists
Then a multicolumn list appears in the third pane below the “Categories” subheader
AND that list contains 2 columns
Name
Actions
Actions column (edit privileges)
Given scenario 3
When user has authorization to edit Orders settings
Then a pencil icon appears in the Actions column
Actions column (delete privileges)
Given scenario 3
When user has authorization to delete Orders settings
Then a trash can icon appears in the Actions column
AND IF the pencil icon also appears, the trash can is to the right of the pencil
Actions column (view-only)
Given scenario 3
When user only has view privileges
Then the Actions column is empty
New clicked
Given scenario 2
When user with create authorization clicks “New”
Then a new line appears at the top of the multicolumn list
AND a text box appears in the Name column
And Cancel and Save buttons appear in the Actions column
Save clicked (valid name)
Given scenario 7
AND given user has entered a unique name
When user clicks save
Then the third pane refreshes
AND the list of names appears sorted in alphabetical order
AND a toast message appears: The category [Name] was successfully created
Save clicked (duplicate name)
Given scenario 7
AND given user has entered a name that is NOT unique
When user clicks save
Then the Name box is highlighted in red
AND Text appears in red underneath the box: Category name must be unique
AND the line remains in edit mode
No name entered
Given scenario 7
When user has not entered any value in Name
Then Save is NOT active
Cancel
Given scenario 7
When user clicks cancel
Then the line disappears
AND the contents of the line are NOT saved