As a Super Admin, Admin user, Agency user, I should have a configuration to select/deselect the ‘Bulk Edit’ option so that I can show/hide bulk editing on Campaign > Leads pagehttps://convertr.atlassian.net/browse/DAS-2020
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’.
The following configurations in Tech dashboard should be enabled:
bulk_edit
bulk_edit_for_agency_users
If the above configurations are disabled, the toggle option should not be available in Campaign > Admin > Setup > Metrics
If all relevant configurations are enabled, Super Admin user, Admin user, Agency user should be able to see and toggle the above configuration when they navigate to Campaign > Admin > Setup > Metrics (refer slide 16 of mocks available in: LEADS - Listing - Bulk Edit V2 )
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Bulk Editing by Admin, Agency, Publisher and Call Center users
As a Super Admin, Admin User, Agency user and call centre user, publisher user, I should be able to view ‘Bulk Edit’ option 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 in the ‘Common actions’ area of the campaign leads table.
When a publisher user selects an active campaign from Publisher > Campaigns page, a new icon should be available in the ‘Action’ column and when the user hovers over the icon, it should display ‘Bulk Edit’.
Configuration for enabling/disabling bulk edit option in Campaign > Admin > Setup > Metrics tab should be ‘enabled’ to show Bulk Edit option in the campaign > Leads page and Publisher > Campaign page.
User should be either a Super Admin, Admin User, Agency user or call centre user and should have selected a campaign for bulk editing.
Publisher users should have selected active campaign
Bulk Edit button should not be shown to super admin, admin, agency user, call centre user, if the feature toggle configuration/agency toggle configuration is disabled in tech dashboard
For publisher user, Bulk Edit option should not be shown if the feature toggle configuration for publisher is disabled in tech dashboard
For super admin, admin, agency user, call centre users, bulk edit button should be available only on the Campaign > Leads page.
For publisher users, bulk edit option should be available only on Publisher > Campaigns page.
For publisher users, bulk edit option should not be available for inactive campaigns
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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: LEADS - Listing - Bulk Edit V2 )
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 a campaign and chosen the bulk edit option
Option 1 in the stepper 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. Once the user has uploaded the file successfully:
a message, ‘Fie successfully uploaded.’ Must be displayed as shown in screenshot (refer slide 7 of mocks available in: LEADS - Listing - Bulk Edit V2 )
Next button must be enabled
On clicking Next, user must be redirected to the 2nd step: Mapping
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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 in the stepper 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 CSV headers.
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
A blue banner must be displayed as shown in the screenshot (refer slide 8 of mocks available in: LEADS - Listing - Bulk Edit V2 )
The default value displayed in all the dropdowns, except Lead Id, must be ‘Unchanged’ TBD
The default value displayed in the dropdown corresponding to Lead Id must be the Id field in the CSV file
Option 1 in the stepper must be replaced with a green tick mark
Option 2 in the stepper must be highlighted in blue
Back and Next buttons must be enabled
Save button must be disabled
On clicking on Back, the user must be redirected to the Upload step (step 1)
The user must be able to choose the required fields from the dropdown
On clicking Next, the user must be redirected to the 3rd step: Preview
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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
Once a Super Admin user, Admin user, Agency user, call centre user or publisher user has mapped the form fields to the CSV fields, and clicked on Next, the user should be taken to the 3rd step: Preview
A yellow banner must be shown and it must display the total count of the leads that will be edited (refer slide 10 of mocks available in: LEADS - Listing - Bulk Edit V2 )
A check box, for the user to confirm to agree to the terms and conditions must be available (refer slide 10 of mocks available in: LEADS - Listing - Bulk Edit V2
A table, with heading as ‘IMPORT PREVIEW’, must be available. There should be an info icon next to the heading that says, “The below preview will show a maximum of 5 rows”
The table must show the preview of the imported fields of the CSV file
The user must be able to click on the check box to agree to the conditions mentioned
Options 1 and 2 in the stepper must be displayed with a green tick mark
Option 3 in the stepper 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.
Text showing: To enable saving, type ‘X Leads’ into the input type field below where X is the number of leads being edited. This should be the same as the number of leads displayed in the yellow banner
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: LEADS - Listing - Bulk Edit V2 . The user must be able to click on ‘Close’ button to close the message (The feedback message should come from the API response)
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: LEADS - Listing - Bulk Edit V2 . The user must be able to click on ‘Close’ button to close the message (The feedback message should come from the API response)
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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
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:
Time: Date and Time in HH:MM:SS format at which the bulk edit was made
Type: data_bulk_edit
Note: this column should show the field that was changed, along with the old and new values, as shown in screenshot (refer slide 17 of mocks available in: LEADS - Listing - Bulk Edit V2 )