Sl. No. | Functionality | User Story | Requirement | Acceptance Criteria |
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1 | Configuration to enable bulk edit | As a Super Admin, Admin user, Agency user, I should have a configuration to select/deselect the ‘Bulk Edit’ option so that I can enable/disable bulk editing on Campaign > Leads page | In the Campaign > Admin > Setup > Metrics tab, a new field, ‘Bulk Edit Data’ will be introduced with a Toggle option, and will be labelled as ‘Allow bulk editing of invalid data’. | |
2 | Viewing Bulk Edit option for Admin, Agency, Call Center users | As a Super Admin, Admin User, Agency user and call centre user, I should be able to view ‘Bulk Edit’ button on Leads page so that I can bulk edit invalid leads at a campaign level | When a Super Admin, Admin user, Agency user or call centre user navigates to Campaign > Leads page, after selecting a campaign, ‘Bulk Edit’ button should be available, above the result table | The feature toggle option available in <<fill in>> is enabled for Super Admin, Admin User, call centre user The agency toggle option available in <<fill in>> is enabled for Agency user Configuration for enabling/disabling bulk edit option in Campaign > Admin > Setup > Metrics tab should be ‘enabled’ to show Bulk Edit option User should be either a Super Admin, Admin User, Agency user or call centre user and should have selected a campaign for bulk editing Bulk Edit button should not be shown if the feature toggle configuration/agency toggle configuration is disabled (even if configuration for bulk edit is enabled in Campaign>Admin>Setup>Metrics) Bulk Edit button should not be shown if the configuration for bulk edit is disabled Bulk Edit option should not be available anywhere else in the platform
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3 | Bulk edit option for publisher | As a Publisher, I should be able to view a new icon for Bulk Edit in the Action section of a selected campaign, so that I can bulk edit invalid leads at the campaign level | When a publisher user selects an active campaign, a new icon should be available in the ‘Action’ section and when the user hovers over the icon, it should display ‘Bulk Edit’ | The feature toggle option available in <<fill in>> is enabled Configuration for enabling/disabling bulk edit option in Campaign > Admin > Setup > Metrics tab should be ‘enabled’ Publisher user should have selected an active campaign Bulk Edit option should not be shown if the feature toggle configuration/agency toggle configuration is disabled (even if configuration for bulk edit is enabled in Campaign>Admin>Setup>Metrics) Bulk Edit button should not be shown if the configuration for bulk edit is disabled Bulk edit option should not be available against inactive campaigns Bulk edit option should not be available anywhere else in the platform
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4 | Bulk Edit Lead Data Modal: upload | As a Super Admin, Admin user, Agency user, call centre user, publisher user, I should be able to upload a csv file so that I can bulk edit invalid lead data | When a Super Admin user, Admin user, Agency user, call centre user or publisher user selects the Bulk Edit option for a campaign, a new modal must be displayed with title ‘Bulk Edit Lead Data’ The below 3 steps should be shown in the modal: 1 Upload 2 Mapping 3 Preview
A blue banner must be displayed as shown in the screenshot (refer slide 5 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 ) A mandatory dropdown field, ‘Select a form’, must be available for the user to select a form There should be a mandatory option for the user to upload a csv file (as available for other file uploads) 3 buttons- Back, Next and Save must be available in the modal and must be disabled by default
| The logged In user must be any of the following: Super Admin, Admin user, Agency user, call centre user, publisher user and must have selected an campaign and chosen the bulk edit option Option 1 must be highlighted in blue The user must have selected a form, else relevant prompt must be in place The user uploads a repurposed Lead Export file. If the format is not as expected, the user must be prompted to upload the correct format, as with existing file upload modals. Once the user has upload the file successfully: i. a message, ‘Fie successfully uploaded.’ Must be displayed as shown in screenshot (refer slide 7 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 ) ii. Next button must be enabled On clicking Next, user must be redirected to the 2nd step: Mapping
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5 | Bulk Edit Lead Data Modal: mapping | As a Super Admin, Admin user, Agency user, call centre user, publisher user, I should be able to map the form fields with the csv fields so that I can ensure that the fields are updated correctly | Once a Super Admin user, Admin user, Agency user, call centre user or publisher user uploads the csv file and clicks Next, the user should be taken to the 2nd step: Mapping, and option 2 must be highlighted in blue A table with columns, ‘Form Fields’ and ‘CSV Mapping Fields’ must be displayed. Form fields will display, as labels, the fields available in the form selected by the user. CSV Mapping Field will display dropdown corresponding to the form fields. Under form fields, the label Lead Id must be marked as mandatory and a tool tip ‘Please ensure this is the Lead ID being mapped’ must be available: TBD
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6 | Bulk Edit Lead Data Modal: preview | As a Super Admin, Admin user, Agency user, call centre user, publisher user, I should be able to preview the import of the csv file so that I can verify the mapping | | Options 1 and 2 must be displayed with a green tick mark Option 3 must be highlighted in blue On clicking on Back button, the user must be redirected to the Mapping step Back button must be enabled Next button must be disabled Save button must remain disabled as long as checkbox remains unchecked. When checkbox is checked, Save button must be enabled; when the checkbox is unchecked, the Save button must be disabled When the user clicks on Save button, a dialog box with title ‘Save Changes’ must be displayed The dialog box must contain: Yellow banner showing: ‘Saving your changes will affect X lead(s).’ Where X is the number of leads being edited. This should be the same as the number of leads displayed in the preview step Text showing: To enable saving, type ‘X Leads’ into the input type field below where X is the number of leads being edited Text field for user to enter ‘X Leads’ where X is the number of leads being edited Save button: disabled by default
If the user enter does not enter any value, or if the user enters incorrect text, Save button remains disabled If the user enters the correct value in the text field, the Save button must be enabled If Super Admin user, Admin user, Agency user, call centre user clicks on Save, the user must be redirected to Campaign > Leads page and they must see the message as shown in the screenshot (refer slide 14 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 . The user must be able to click on ‘Close’ button to close the message —- dependent on back end If publisher user clicks on Save, the user must be redirected to the Campaigns page and they must see the message as shown in the screenshot (refer slide 14 of mocks available in: https://www.figma.com/proto/T3I7ucj3zthqonjwxDpMVU/LEADS---Listing---Bulk-Edit-V2?node-id=27%3A136&scaling=scale-down&page-id=0%3A1&starting-point-node-id=533%3A17 . The user must be able to click on ‘Close’ button to close the message —- dependent on back end
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7 | View Details of Bulk Edited Leads | As a Super Admin, Admin user, Agency user, call centre user, I should be able to view the updated details of the leads (what about leads updated by publisher) | Once the Super Admin, Admin user, Agency user, call centre user has bulk edited the leads, they must be able to see the changes in the Leads > View > Notes section | The Super Admin, Admin user, Agency user, call centre user navigates to Leads > View > Notes of a lead that was updated using Bulk Edit option A table should be displayed with the following columns:
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