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Chatplan

Chatplan

Owned by Olesya Tantsyura
Last updated: Dec 20, 2024
3 min read

1. Description

Page of text message routing rules - chatplans.

It consists of the following elements:

  1. Creation tool (Fig.1(1));

  2. Search field (Fig.1(2));

  3. Refresh button (Fig.1(3));

  4. Registry (Fig.1(4));

  5. 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.

1.3. Refresh button

(Fig.1 (3)).

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:

  1. Checkbox;

  2. Name;

  3. Flow schema;

  4. State;

  5. Editing tool;

  6. Removal tool.

If there is no entry on the page, then an additional Add button is displayed in the register, the functionality of which duplicates the Add button in paragraph 1.1.

1.4.1. Checkbox

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 graphic constructor.

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

1.4.6. Removal tool

Fig. 3. Confirm deletion modal window

1.5. Pagination

2. Opportunities

2.1. Create a new Chatplan

Goal

Create a new Chatplan

Goal

Create a new Chatplan

Preconditions

  1. Access to the Admin application;

  2. Access to the Chatplan section in the Admin application;

  3. Permission to create in the Chatplan section.

Steps

 

  1. Click the Add button. The General tab opens.

  2. Enter data. The Save button becomes active.

  3. Click the Save button

Result

Data saved. Chatplan is created

2.2. Delete a Chatplan

Goal

Delete a Chatplan

Goal

Delete a Chatplan

Preconditions

  1. Access to the Admin application;

  2. Access to the Chatplan section in the Admin application;

  3. Permission to select and delete in the Chatplan section;

  4. The presence of at least one Chatplan.

Steps

 

  1. Find the Chatplan you want to delete in the registry entries;

  2. Click on the delete button - Screenshot 2024-12-20 131723.png. A modal window opens to confirm the deletion;

  3. Click the Delete button.

Result

The modal window closes. The Chatplan is removed.

2.3. Delete several Chatplans

Goal

Delete several Chatplans

Goal

Delete several Chatplans

Preconditions

  1. Access to the Admin application;

  2. Access to the Chatplan section in the Admin application;

  3. Permission to select and delete in the Chatplan section;

  4. The presence of at least one Chatplan.

Steps

 

  1. Find the Chatplans you want to delete in the registry entries. Select them using the checkbox;

  2. Click on the delete button at the top of the registry. A modal window opens to confirm the deletion.

  3. Click the Delete button.

Result

The modal window closes. Chatplans are removed.

2.4. Edit a Chatplan

Goal

Edit a Chatplan

Goal

Edit a Chatplan

Preconditions

  1. Access to the Admin application;

  2. Access to the Chatplan section in the Admin application;

  3. Permission to edit in the Chatplan section;

  4. The presence of at least one Chatplan.

Steps

 

  1. Find the Chatplan you want to edit in the registry entries.

  2. Click on the edit button in the entry of this Chatplan. The General tab opens.

  3. Make changes.

  4. Click the Save button.

Result

Data saved.

2.5. Enable/disable Chatplan

Goal

Enable a Chatplan

Goal

Enable a Chatplan

Preconditions

  1. Access to the Admin application;

  2. Access to the Chatplan section in the Admin application;

  3. Permission to select in the Chatplan section;

  4. The presence of at least one Chatplan.

Steps

 

  1. Find the Chatplan you want to enable/disable in the registry entries.

  2. Move the switch in the State column to the active/inactive position.

Result

The Chatplan is enabled/disabled