- Created by Olesya Tantsyura, last modified by Olga Chorna on Feb 28, 2023
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1. Description
Page of text message routing rules - chatplans.
It consists of the following elements:
- Creation tool (Fig.1(1));
- Search field (Fig.1(2));
- Refresh button (Fig.1(3));
- Registry (Fig.1(4));
- Pagination (Fig.1(5)).
Fig. 1. Chatplans page
1.1. Creation tool
Use the Add button (Fig.1(1)) to create a new object. Access to the General tab opens after clicking. You can open tabs for an existing Chatplan through the entries editing tool (see paragraph 1.4.5).
1.2. Search field
The search is performed on the Name column.
It consists of an input field and a close button () displayed when the cursor is placed in the input field. To search by part of a word or a number, use the * symbol. You can also use the * character to replace any number of characters.
1.3. Refresh button
Updating the register table is performed by clicking on the refresh button -
1.4. Registry
The registry is a list of the entries of existing objects in this section, each of which consists of a set of fields:
- Checkbox;
- Name;
- Flow schema;
- State;
- Editing tool;
- Removal tool.
1.4.1. Checkbox
Used to select one or more entries. An additional removal tool appears after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears. It contains the Yes, No, and close () buttons. Clicking the Yes button deletes the entries. Clicking the No button closes the modal window, and the entries are not deleted. All records on the page will be selected if you select the checkbox in the header.
Fig. 2. Confirm deletion modal window
1.4.2. Name
The name of the Chatplan is displayed here.
1.4.3. Flow schema
Displays the name of the Flow schema that is used. Clicking on the scheme's name opens this Flow schema's General tab or the graphical editor.
1.4.4. State
The switch that is responsible for enabling and disabling the Chatplan rule, according to the switch position:
- the rule is enabled;
- the rule is disabled
1.4.5. Editing tool
The General tab opens after clicking on this button. You can change the object's data and go to other tabs for editing.
1.4.6. Removal tool
It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.
Fig. 3. Confirm deletion modal window
1.5. Pagination
It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.
2. Opportunities
2.1. Create a new Chatplan
Goal | Create a new Chatplan |
---|---|
Preconditions | |
Steps |
|
Result | Data saved. Chatplan is created |
2.2. Delete a Chatplan
Goal | Delete a Chatplan |
---|---|
Preconditions |
|
Steps |
|
Result | The modal window closes. The Chatplan is removed. |
2.3. Delete several Chatplans
Goal | Delete several Chatplans |
---|---|
Preconditions |
|
Steps |
|
Result | The modal window closes. Chatplans are removed. |
2.4. Edit a Chatplan
Goal | Edit a Chatplan |
---|---|
Preconditions |
|
Steps |
|
Result | Data saved. |
2.5. Enable/disable Chatplan
Goal | Enable a Chatplan |
---|---|
Preconditions |
|
Steps |
|
Result | The Chatplan is enabled/disabled |
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