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Commit 9b70bfdc authored by Robert Stemmermann's avatar Robert Stemmermann
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Changed "People" to "Persons" in relation to the name in ERP5 to prevent... 

Changed "People" to "Persons" in relation to the name in ERP5 to prevent misunderstanding. Correction in english grammar. Name John Doh changed to John Doe.
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bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.Persons.html
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<section class="master">
<h1>How to Add People</h1>
<img type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Front.Page.John.Scott.Doh?format=png" alt="Photo of John Scott Doh" title="Add people: John Scott Doh">
<footer>
by <a href="http://www.osoe-project.org/contact">OSOE Project</a>.
</footer>
<details open="open">
<p>This visual guide is part of a collection of documents created by the One Student One ERP (OSOE) project in collaboration with Institut Mines Telecom, Telecom Bretagne, Dresden University of Technology and the South Westfalia University of Applied Sciences. It can be used to teach modern ERP theory and practice to undergraduate students or professionals.</p><p>
<b>Copyright:</b> You are free to copy, distribute, display, and perform the work under the following conditions: you must attribute the work in the manner specified by the author or licensor; you may not use this work for any commercial purposes including training, consulting, advertising, self-advertising, publishing, etc.; you may not alter, transform, or build upon this work. For any reuse or distribution, you must make clear to others the license terms of this work. Any of these conditions can be waived if you get permission from the copyright holder through a commercial license or an educational license. For more information, contact info@nexedi.com
</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td colspan="3">&lt;span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/init_test_environment"&gt;init&lt;/span&gt;</td>
</tr>
<tr>
<td>openAndWait</td>
<td>${base_url}/Zuite_setUpPersonTest</td>
<td></td>
</tr>
<tr>
<td>verifyTextPresent</td>
<td>Init Ok</td>
<td></td>
</tr>
<tr class="" style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"&gt; Wait for activities &lt;/span&gt;</td>
</tr>
<tr class="" style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user"&gt;Login As Functional Test User&lt;/span&gt;</td>
</tr>
</tbody>
</table>
</test>
</section><section class="">
<h1>Agenda</h1>
<ul>
<li>How to create a person</li>
<li>How to validate the person</li>
<li>How to check the creation</li>
</ul>
<test>
<table style="display: none;" class="test">
<tbody></tbody>
</table>
</test>
<details open="open">
<p>Now that you have access to your ERP5, the first step is to understand how to create persons in the application. Persons can either be you, your co-workers, your clients, your suppliers, etc. Every person you interact with can be entered and saved in ERP5. Here we will show an example of how to add people into ERP5.</p>
</details>
</section><section class="illustration">
<h1>Example</h1>
<img type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.John.Scott.Doh.Example?format=png" alt="Add people in ERP5 example: John Scott Doh" title="Add people in ERP5 example: John Scott Doh">
<details open="open">
<p>As you can see on the picture, we are going to create a person named John Doe, with the information above.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody></tbody>
</table>
</test>
</section><section class="screenshot">
<h1>Click on the “New” tab</h1>
<img title="Add people: Click on the 'New' tab" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Menu.New?format=png" alt="Add people: Click on the 'New' tab">
<details open="open">
<p>After logging into your ERP5 instance on the ERP5 home page, click on “new” in the tab menu; you will then see the Base section on top. The Base section includes functions to create people and organizations. Furthermore, it includes functions such as the one which enables you to add a currency.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody></tbody>
</table>
</test>
</section><section class="screenshot">
<h1>Click on “Persons”</h1>
<img type="image/svg+xml" title="Add people: Click on 'Person'" alt="Add people: Click on 'Person'" src="http://img.erp5.cn/user-Howto.Add.People.Menu.Persons?format=png">
<details open="open">
<p>Click on “person” to create a person. This will open the View page of a new Person's document where you will have to fill in the required information.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>selectAndWait</td>
<td>//select[@name="select_module"]</td>
<td>Persons</td>
</tr>
<tr>
<td>selectAndWait</td>
<td>//select[@name="select_action"]</td>
<td>Add Person</td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>Reach the person creation page</h1>
<img title="Person creation page" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Action.Tab.Screenshot?format=png" alt="Person creation page">
<details open="open">
<p>The person creation page enables you to store any specific information about a person, whether it is personal or financial. You can even add a picture to the information records. Note: If you are using the ERP5 Virtual Machine, you can find a picture of John Doe in your home folder. As you can see, there are different tabs on the person creation page which gather the required information about the person. Later in this tutorial, you will see that it is possible to add more details through the "Action" menu on top of the page.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>verifyText</td>
<td>//div[@id="transition_message"]</td>
<td>Object created.</td>
</tr>
<tr>
<td>verifyText</td>
<td>//li[@class="selected"]/a/span</td>
<td>View</td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>Fill the “View” page and save</h1>
<img title="Add people: Fill the 'View' tab and save" src="http://img.erp5.cn/user-Howto.Add.People.View.And.Save?format=png" type="image/svg+xml" alt="Add people: Fill the 'View' tab and save">
<details open="open">
<p>
Now let's refer back to our example: one of your company's contacts is John Doe, the marketing manager of Z Company, a client of your company. Fill out the “view” page with Mr. Doe's basic information, then save the information in ERP5, by clicking on the Save button.
Note that after entering all the information in the current tab, you should always save before switching to another tab or document.
</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>type</td>
<td>//input[@name="field_my_first_name"]</td>
<td>John</td>
</tr>
<tr style="opacity: 1; z-index: 0;" class="">
<td>type</td>
<td>//input[@name="field_my_last_name"]</td>
<td>Doh</td>
</tr>
<tr>
<td>type</td>
<td>//input[@name="field_my_career_subordination_title"]</td>
<td>Z Company</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name="field_my_gender"]</td>
<td>Male</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name="subfield_field_my_career_role_list_default:list"]</td>
<td>Client</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name="field_my_career_function"]</td>
<td>Marketing/Marketing Manager</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name="field_my_career_activity"]</td>
<td>Education</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name="field_my_nationality"]</td>
<td>French</td>
</tr>
<tr>
<td>type</td>
<td>//input[@name="field_my_default_email_coordinate_text"]</td>
<td>jdoh@zcompany.com</td>
</tr>
<tr>
<td>type</td>
<td>//input[@name="field_default_telephone_my_default_telephone_coordinate_text"]</td>
<td>+33(0)6-218765/00</td>
</tr>
<tr>
<td>clickAndWait</td>
<td>//button[@name="Base_edit:method"]</td>
<td></td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>Create the related organisation</h1>
<img title="Create the related organisation" alt="Create the related organisation" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Create.The.Related.Organisation?format=png">
<details open="open">
<p>
Now that you have saved the information about John Doe, the system shows that there is a problem with the organisation Z Company. Since John Doe is the first person from Z Company to be stored in the ERP5 system, the organization does not yet exist.
We will now solve this problem by creating the organisation - Z Company. To do this, open the item list circled in red and select “Add organisation”.
Note: Although you cannot yet see it, your organization has been created in the “organisation” section.
</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>verifyText</td>
<td>//div[@id="information_area"]</td>
<td>Input data has errors. Please look at the error messages below.</td>
</tr>
<tr>
<td>verifyText</td>
<td>//span[@class="error"]</td>
<td>No such document was found.</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name="subfield_field_my_career_subordination_title_relation"]</td>
<td>Add Organisation</td>
</tr>
<tr>
<td>clickAndWait</td>
<td>//button[@name="Base_edit:method"]</td>
<td></td>
</tr>
<tr>
<td>verifyTextNotPresent</td>
<td>Input data has errors. Please look at the error messages below.</td>
<td></td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>Fill the “Details” page</h1>
<img title="Add people: Fill the 'Details' tab" alt="Add people: Fill the 'Details' tab" src="http://img.erp5.cn/user-Howto.Create.New.Persons.Details?format=png" type="image/svg+xml">
<details open="open">
<p>When you are done working on the “view” tab, move on to filling in the other tabs. For example, you can fill in the “details” tab with the following information: The middle name of John Doe is Scott; John is married and has two children. Furthermore, you can also add a profile photo.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>clickAndWait</td>
<td>link=Details</td>
<td></td>
</tr>
<tr style="opacity: 1; z-index: 0;" class="">
<td>type</td>
<td>//input[@name="field_my_middle_name"]</td>
<td>Scott</td>
</tr>
<tr>
<td>type</td>
<td>//input[@name="field_my_child_count"]</td>
<td>2</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name="field_my_marital_status"]</td>
<td>Married</td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>About the other tabs</h1>
<img type="image/svg+xml" title="Add people: Other tabs in the 'Details' page" alt="Add people: Other tabs in the 'Details' page" src="http://img.erp5.cn/user-Howto.Add.People.Details.Other.Tabs?format=png">
<details open="open">
<p>
As you can see, in some tabs like “assignment” for instance, it is not possible to enter data directly. The only way to edit this information on the ERP5 system is to use the “Action” item list and select “Add assignment”. However, it is important to note that the tabs circled in red on the picture, will be automatically updated by the application whenever necessary. This will be covered in another tutorial.
Remember that these tabs provide the general information about the person you are creating, but you can add different properties using the "Action" menu on top of the page. For example, the « view» tab allows you to set a person's email address. But sometimes, a person can have several email addresses. The "Action" menu makes it possible to add another email address; simply select “add email”.
</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody></tbody>
</table>
</test>
</section><section class="screenshot">
<h1>How to Validate a Person (1)</h1>
<img type="image/svg+xml" alt="Validate new person (1): Click on the 'Action' tab" title="Validate new person (1): Click on the 'Action' tab" src="http://img.erp5.cn/user-Howto.Add.People.Validate.1.Action?format=png">
<details open="open">
<p>Open the "Action" menu.</p><p>ERP5 is an application based on workflows, which means that the data you enter in the system needs to be validated. In the case of a person, this step is really important, for instance, there is no need to validate somebody if you are not sure of his/her name: if the state is “draft”, which is the state by default, you warn everybody that the related information is incomplete. But when it is validated, the data is sure.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>selectAndWait</td>
<td>//select[@name="select_action"]</td>
<td>Validate</td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>How to Validate a Person (2)</h1>
<img type="image/svg+xml" alt="Validate new person (2): Click on 'Validate'" title="Validate new person (2): Click on 'Validate'" src="http://img.erp5.cn/user-Howto.Add.People.Validate.2.Validate?format=png">
<details open="open">
<p>Click on “Validate”.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>clickAndWait</td>
<td>//button[@id="dialog_submit_button"]</td>
<td></td>
</tr>
<tr>
<td>verifyText</td>
<td>//li[@class="selected"]/a/span</td>
<td>Details</td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>How to Validate a Person (3)</h1>
<img type="image/svg+xml" alt="Validate new person (3): Check the update status" title="Validate new person (3): Check the update status" src="http://img.erp5.cn/user-Howto.Add.People.Validate.3.Status.Changed?format=png">
<details open="open">
<p>
Check the updated status which has been changed from "Draft" to "Validated".
With this function, your data will be validated, which means that your co-workers can be confident in the accuracy of the information.
</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>verifyText</td>
<td>//div[@id="transition_message"]</td>
<td>Status changed.</td>
</tr>
<tr>
<td>clickAndWait</td>
<td>link=View</td>
<td></td>
</tr>
<tr>
<td>verifyText</td>
<td>//div[@title="The current state of the document."]/div[1]</td>
<td>Validated</td>
</tr>
<tr class="" style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"&gt; Wait for activities &lt;/span&gt;</td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>How to Check the Creation (1)</h1>
<img title="Check person creation (1): Click on the 'Modules' tab" alt="Check person creation (1): Click on the 'Modules' tab" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.1.Modules.Persons?format=png">
<details open="open">
<p>Now that the person has been created, defined and validated, we are going to check that everything worked fine.</p><p>This is a 3 step procedure: As a first step, browse the “ERP5 modules” item list on the top of the page, and select “persons”. The aim of this action is to lead you to the person module which displays each person who has been created in ERP5.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>open</td>
<td>${base_url}/view</td>
<td></td>
</tr>
<tr>
<td>selectAndWait</td>
<td>//select[@name="select_module"]</td>
<td>Persons</td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>How to Check the Creation (2)</h1>
<img title="Check person creation (2): Click on 'Persons'" alt="Check person creation (2): Click on 'Persons'" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.2.Persons.List?format=png">
<details open="open">
<p>The second step is to check whether the new person you created has been added onto the Persons List in the Person Module.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr>
<td>verifyText</td>
<td>//div[@id="breadcrumb"]/a[1]</td>
<td>ERP5</td>
</tr>
<tr>
<td>verifyText</td>
<td>//div[@id="breadcrumb"]/a[2]</td>
<td>Persons</td>
</tr>
</tbody>
</table>
</test>
</section><section class="screenshot">
<h1>Use "Browse" tab</h1>
<img title="Check person creation: Browse the 'Persons' database" alt="Check person creation: Browse the 'Persons' database" type="image/svg+xml" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base?format=png">
<details open="open">
<p>You can also use the "Browse" tab in the home page to check the persons stored in your ERP5 database. Just click on “Persons” in the “Base”module, which is the module that gathers “Currencies”, “Organisations” and “Persons”.</p>
</details>
<test>
<table style="display: none;" class="test">
<tbody>
<tr class="" style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_manager"&gt;Login As Manager&lt;/span&gt;</td>
</tr>
<tr>
<td>openAndWait</td>
<td>${base_url}/Zuite_tearDownPersonTest</td>
<td></td>
</tr>
<tr>
<td>verifyTextPresent</td>
<td>Clean Ok</td>
<td></td>
</tr>
<tr class="" style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"&gt; Wait for activities &lt;/span&gt;</td>
</tr>
</tbody>
</table>
</test>
</section>
\ No newline at end of file
<section class="master">
<h1>How to Add Persons</h1>
<img alt="Photo of John Scott Doe" src="http://img.erp5.cn/user-Howto.Add.People.Front.Page.John.Scott.Doh?format=png" title="Add people: John Scott Doh" type="image/svg+xml" />
<footer>by <a href="http://www.osoe-project.org/contact">OSOE Project</a>.</footer>
<details open="open">
<p>This visual guide is part of a collection of documents created by the One Student One ERP (OSOE) project in collaboration with Institut Mines Telecom, Telecom Bretagne, Dresden University of Technology and the South Westfalia University of Applied Sciences. It can be used to teach modern ERP theory and practice to undergraduate students or professionals.</p>
<p><b>Copyright:</b> You are free to copy, distribute, display, and perform the work under the following conditions: you must attribute the work in the manner specified by the author or licensor; you may not use this work for any commercial purposes including training, consulting, advertising, self-advertising, publishing, etc.; you may not alter, transform, or build upon this work. For any reuse or distribution, you must make clear to others the license terms of this work. Any of these conditions can be waived if you get permission from the copyright holder through a commercial license or an educational license. For more information, contact info@nexedi.com</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/init_test_environment&quot;&gt;init&lt;/span&gt;</td>
</tr>
<tr>
<td>openAndWait</td>
<td>${base_url}/Zuite_setUpPersonTest</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>verifyTextPresent</td>
<td>Init Ok</td>
<td>&nbsp;</td>
</tr>
<tr style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/wait_for_activities&quot;&gt; Wait for activities &lt;/span&gt;</td>
</tr>
<tr style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user&quot;&gt;Login As Functional Test User&lt;/span&gt;</td>
</tr>
</tbody>
</table>
</test></section>
<section>
<h1>Agenda</h1>
<ul>
<li>How to create a person</li>
<li>How to validate the person</li>
<li>How to check the creation</li>
</ul>
<test>
<table class="test" style="display: none;">
<tbody>
</tbody>
</table>
</test>
<details open="open">
<p>Now that you have access to your ERP5, the first step is to understand how to create persons in the application. Persons can either be you, your co-workers, your clients, your suppliers, etc. Every person you interact with can be entered and saved in ERP5. Here we will show an example of how to add people into ERP5.</p>
</details>
</section>
<section class="illustration">
<h1>Example</h1>
<img alt="Add person in ERP5 example: John Scott Doe" src="http://img.erp5.cn/user-Howto.Add.People.John.Scott.Doh.Example?format=png" title="Add people in ERP5 example: John Scott Doh" type="image/svg+xml" />
<details open="open">
<p>As you can see in the picture, we are going to create a person named John Doe, with the information above.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>Click on the &ldquo;New&rdquo; tab</h1>
<img alt="Add person: Click on the 'New' tab" src="http://img.erp5.cn/user-Howto.Add.People.Menu.New?format=png" title="Add people: Click on the 'New' tab" type="image/svg+xml" />
<details open="open">
<p>After logging into your ERP5 instance on the ERP5 home page, click on &ldquo;new&rdquo; in the tab menu; you will then see the Base section on top. The Base section includes functions to create people and organizations. Furthermore, it includes functions such as the one which enables you to add a currency.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>Click on &ldquo;Persons&rdquo;</h1>
<img alt="Add person: Click on 'Person'" src="http://img.erp5.cn/user-Howto.Add.People.Menu.Persons?format=png" title="Add people: Click on 'Person'" type="image/svg+xml" />
<details open="open">
<p>Click on &ldquo;Persons&rdquo; to create a person. This will open the View page of a new Person&#39;s document where you will have to fill in the required information.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>selectAndWait</td>
<td>//select[@name=&quot;select_module&quot;]</td>
<td>Persons</td>
</tr>
<tr>
<td>selectAndWait</td>
<td>//select[@name=&quot;select_action&quot;]</td>
<td>Add Person</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>The person creation page</h1>
<img alt="Person creation page" src="http://img.erp5.cn/user-Howto.Add.People.Action.Tab.Screenshot?format=png" title="Person creation page" type="image/svg+xml" />
<details open="open">
<p>The person creation page enables you to store any specific information about a person, whether it is personal or financial. You can even add a picture to the information records. Note: If you are using the ERP5 Virtual Machine, you can find a picture of John Doe in your home folder. As you can see, there are different tabs on the person creation page which gather the required information about the person. Later in this tutorial, you will see that it is possible to add more details through the &quot;Action&quot; menu on top of the page.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>verifyText</td>
<td>//div[@id=&quot;transition_message&quot;]</td>
<td>Object created.</td>
</tr>
<tr>
<td>verifyText</td>
<td>//li[@class=&quot;selected&quot;]/a/span</td>
<td>View</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>Fill the &ldquo;View&rdquo; page and save</h1>
<img alt="Add person: Fill the 'View' tab and save" src="http://img.erp5.cn/user-Howto.Add.People.View.And.Save?format=png" title="Add people: Fill the 'View' tab and save" type="image/svg+xml" />
<details open="open">
<p>Now let&#39;s refer back to our example: one of your company&#39;s contacts is John Doe, the marketing manager of Z Company, a client of your company. Fill out the &ldquo;view&rdquo; page with Mr. Doe&#39;s basic information, then save the information in ERP5 by clicking on the Save button. Note that after entering all the information in the current tab, you should always save before switching to another tab or document.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>type</td>
<td>//input[@name=&quot;field_my_first_name&quot;]</td>
<td>John</td>
</tr>
<tr style="opacity: 1; z-index: 0;">
<td>type</td>
<td>//input[@name=&quot;field_my_last_name&quot;]</td>
<td>Doh</td>
</tr>
<tr>
<td>type</td>
<td>//input[@name=&quot;field_my_career_subordination_title&quot;]</td>
<td>Z Company</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name=&quot;field_my_gender&quot;]</td>
<td>Male</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name=&quot;subfield_field_my_career_role_list_default:list&quot;]</td>
<td>Client</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name=&quot;field_my_career_function&quot;]</td>
<td>Marketing/Marketing Manager</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name=&quot;field_my_career_activity&quot;]</td>
<td>Education</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name=&quot;field_my_nationality&quot;]</td>
<td>French</td>
</tr>
<tr>
<td>type</td>
<td>//input[@name=&quot;field_my_default_email_coordinate_text&quot;]</td>
<td>jdoh@zcompany.com</td>
</tr>
<tr>
<td>type</td>
<td>//input[@name=&quot;field_default_telephone_my_default_telephone_coordinate_text&quot;]</td>
<td>+33(0)6-218765/00</td>
</tr>
<tr>
<td>clickAndWait</td>
<td>//button[@name=&quot;Base_edit:method&quot;]</td>
<td>&nbsp;</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>Create the related organisation</h1>
<img alt="Create the related organisation" src="http://img.erp5.cn/user-Howto.Add.People.Create.The.Related.Organisation?format=png" title="Create the related organisation" type="image/svg+xml" />
<details open="open">
<p>Now that you have saved the information about John Doe, the system shows that there is a problem with the organisation Z Company. Since John Doe is the first person from Z Company to be stored in the ERP5 system, the organization does not yet exist. We will now solve this problem by creating the organisation - Z Company. To do this, open the item list circled in red and select &ldquo;Add organisation&rdquo;. Note: Although you cannot yet see it, your organization has been created in the &ldquo;organisation&rdquo; section.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>verifyText</td>
<td>//div[@id=&quot;information_area&quot;]</td>
<td>Input data has errors. Please look at the error messages below.</td>
</tr>
<tr>
<td>verifyText</td>
<td>//span[@class=&quot;error&quot;]</td>
<td>No such document was found.</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name=&quot;subfield_field_my_career_subordination_title_relation&quot;]</td>
<td>Add Organisation</td>
</tr>
<tr>
<td>clickAndWait</td>
<td>//button[@name=&quot;Base_edit:method&quot;]</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>verifyTextNotPresent</td>
<td>Input data has errors. Please look at the error messages below.</td>
<td>&nbsp;</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>Fill the &ldquo;Details&rdquo; page</h1>
<img alt="Add person: Fill the 'Details' tab" src="http://img.erp5.cn/user-Howto.Create.New.Persons.Details?format=png" title="Add people: Fill the 'Details' tab" type="image/svg+xml" />
<details open="open">
<p>When you are done working on the &ldquo;view&rdquo; tab, move on to fill in the other tabs. For example, you can fill in the &ldquo;details&rdquo; tab with the following information: The middle name of John Doe is Scott; John is married and has two children. Furthermore, you can also add a profile photo.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>clickAndWait</td>
<td>link=Details</td>
<td>&nbsp;</td>
</tr>
<tr style="opacity: 1; z-index: 0;">
<td>type</td>
<td>//input[@name=&quot;field_my_middle_name&quot;]</td>
<td>Scott</td>
</tr>
<tr>
<td>type</td>
<td>//input[@name=&quot;field_my_child_count&quot;]</td>
<td>2</td>
</tr>
<tr>
<td>select</td>
<td>//select[@name=&quot;field_my_marital_status&quot;]</td>
<td>Married</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>About the other tabs</h1>
<img alt="Add person: Other tabs in the 'Details' page" src="http://img.erp5.cn/user-Howto.Add.People.Details.Other.Tabs?format=png" title="Add people: Other tabs in the 'Details' page" type="image/svg+xml" />
<details open="open">
<p>As you can see, in some tabs like &ldquo;Assignments&rdquo; for instance, it is not possible to enter data directly. The only way to edit this information on the ERP5 system is to use the &ldquo;Action&rdquo; item list and select &ldquo;Add assignment&rdquo;. However, it is important to note that the tabs circled in red on the picture, will be automatically updated by the application whenever necessary. This will be covered in another tutorial. Remember that these tabs provide the general information about the person you are creating, but you can add different properties using the &quot;Action&quot; menu on top of the page. For example, the &laquo; view&raquo; tab allows you to set a person&#39;s email address. But sometimes, a person can have several email addresses. The &quot;Action&quot; menu makes it possible to add another email address; simply select &ldquo;add email&rdquo;.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>How to Validate a Person (1)</h1>
<img alt="Validate new person (1): Click on the 'Action' tab" src="http://img.erp5.cn/user-Howto.Add.People.Validate.1.Action?format=png" title="Validate new person (1): Click on the 'Action' tab" type="image/svg+xml" />
<details open="open">
<p>Open the &quot;Action&quot; menu.</p>
<p>ERP5 is an application based on workflows, which means that the data you enter into the system needs to be validated. In the case of a person, this step is really important, for instance, there is no need to validate somebody if you are not sure of his/her name: if the state is &ldquo;draft&rdquo;, which is the state by default, you warn everybody that the related information is incomplete. But when it is validated, the data is sure.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>selectAndWait</td>
<td>//select[@name=&quot;select_action&quot;]</td>
<td>Validate</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>How to Validate a Person (2)</h1>
<img alt="Validate new person (2): Click on 'Validate'" src="http://img.erp5.cn/user-Howto.Add.People.Validate.2.Validate?format=png" title="Validate new person (2): Click on 'Validate'" type="image/svg+xml" />
<details open="open">
<p>Click on &ldquo;Validate&rdquo;.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>clickAndWait</td>
<td>//button[@id=&quot;dialog_submit_button&quot;]</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>verifyText</td>
<td>//li[@class=&quot;selected&quot;]/a/span</td>
<td>Details</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>How to Validate a Person (3)</h1>
<img alt="Validate new person (3): Check the update status" src="http://img.erp5.cn/user-Howto.Add.People.Validate.3.Status.Changed?format=png" title="Validate new person (3): Check the update status" type="image/svg+xml" />
<details open="open">
<p>Check the updated status which has been changed from &quot;Draft&quot; to &quot;Validated&quot;. With this function, your data will be validated, which means that your co-workers can be confident in the accuracy of the information.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>verifyText</td>
<td>//div[@id=&quot;transition_message&quot;]</td>
<td>Status changed.</td>
</tr>
<tr>
<td>clickAndWait</td>
<td>link=View</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>verifyText</td>
<td>//div[@title=&quot;The current state of the document.&quot;]/div[1]</td>
<td>Validated</td>
</tr>
<tr style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/wait_for_activities&quot;&gt; Wait for activities &lt;/span&gt;</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>How to Check the Creation (1)</h1>
<img alt="Check person creation (1): Click on the 'Modules' tab" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.1.Modules.Persons?format=png" title="Check person creation (1): Click on the 'Modules' tab" type="image/svg+xml" />
<details open="open">
<p>Now that the person has been created, defined and validated, we are going to check that everything works fine.</p>
<p>This is a three step procedure: As a first step, browse the &ldquo;ERP5 modules&rdquo; item list on the top of the page, and select &ldquo;persons&rdquo;. The aim of this action is to lead you to the person module which displays each person who has been created in ERP5.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>open</td>
<td>${base_url}/view</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>selectAndWait</td>
<td>//select[@name=&quot;select_module&quot;]</td>
<td>Persons</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>How to Check the Creation (2)</h1>
<img alt="Check person creation (2): Click on 'Persons'" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.2.Persons.List?format=png" title="Check person creation (2): Click on 'Persons'" type="image/svg+xml" />
<details open="open">
<p>The second step is to check whether the new person you created has been added onto the Persons List in the Person Module.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td>verifyText</td>
<td>//div[@id=&quot;breadcrumb&quot;]/a[1]</td>
<td>ERP5</td>
</tr>
<tr>
<td>verifyText</td>
<td>//div[@id=&quot;breadcrumb&quot;]/a[2]</td>
<td>Persons</td>
</tr>
</tbody>
</table>
</test></section>
<section class="screenshot">
<h1>Use &quot;Browse&quot; tab</h1>
<img alt="Check person creation: Browse the 'Persons' database" src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base?format=png" title="Check person creation: Browse the 'Persons' database" type="image/svg+xml" />
<details open="open">
<p>You can also use the &quot;Browse&quot; tab in the home page to check the persons stored in your ERP5 database. Just click on &ldquo;Persons&rdquo; in the &ldquo;Base&rdquo; module, which is the module that gathers &ldquo;Currencies&rdquo;, &ldquo;Organisations&rdquo; and &ldquo;Persons&rdquo;.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/login_as_manager&quot;&gt;Login As Manager&lt;/span&gt;</td>
</tr>
<tr>
<td>openAndWait</td>
<td>${base_url}/Zuite_tearDownPersonTest</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>verifyTextPresent</td>
<td>Clean Ok</td>
<td>&nbsp;</td>
</tr>
<tr style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/wait_for_activities&quot;&gt; Wait for activities &lt;/span&gt;</td>
</tr>
</tbody>
</table>
</test></section>
bt5/erp5_user_tutorial/PathTemplateItem/test_page_module/user-Howto.Create.Persons.xml
View file @ 9b70bfdc
......@@ -365,6 +365,705 @@
<pickle>
<tuple>
<persistent> <string encoding="base64">AAAAAAAAAAk=</string> </persistent>
<list>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>zope</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>960.32627.15280.15906</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
</item>
<item>
<key> <string>time</string> </key>
<value>
<object>
<klass>
<global id="7.1" name="DateTime" module="DateTime.DateTime"/>
</klass>
<tuple>
<none/>
</tuple>
<state>
<tuple>
<float>1499154515.45</float>
<string>UTC</string>
</tuple>
</state>
</object>
</value>
</item>
</dictionary>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>zope</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>960.32628.38794.40533</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
</item>
<item>
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="7.1"/> </klass>
<tuple>
<none/>
</tuple>
<state>
<tuple>
<float>1499154539.84</float>
<string>UTC</string>
</tuple>
</state>
</object>
</value>
</item>
</dictionary>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>zope</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>960.32628.65419.39133</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
</item>
<item>
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="7.1"/> </klass>
<tuple>
<none/>
</tuple>
<state>
<tuple>
<float>1499155199.36</float>
<string>UTC</string>
</tuple>
</state>
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</value>
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</dictionary>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>zope</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>960.32639.64862.24934</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
</item>
<item>
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="7.1"/> </klass>
<tuple>
<none/>
</tuple>
<state>
<tuple>
<float>1499155262.82</float>
<string>UTC</string>
</tuple>
</state>
</object>
</value>
</item>
</dictionary>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>zope</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>960.32641.3151.54289</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
</item>
<item>
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="7.1"/> </klass>
<tuple>
<none/>
</tuple>
<state>
<tuple>
<float>1499155287.85</float>
<string>UTC</string>
</tuple>
</state>
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</value>
</item>
</dictionary>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>zope</string> </value>
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<item>
<key> <string>comment</string> </key>
<value>
<none/>
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<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
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<item>
<key> <string>serial</string> </key>
<value> <string>960.32641.30480.15496</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
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<item>
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="7.1"/> </klass>
<tuple>
<none/>
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<state>
<tuple>
<float>1499155292.63</float>
<string>UTC</string>
</tuple>
</state>
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</value>
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</dictionary>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
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<item>
<key> <string>actor</string> </key>
<value> <string>zope</string> </value>
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<item>
<key> <string>comment</string> </key>
<value>
<none/>
</value>
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<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
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<item>
<key> <string>serial</string> </key>
<value> <string>960.32641.35701.14557</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
</item>
<item>
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="7.1"/> </klass>
<tuple>
<none/>
</tuple>
<state>
<tuple>
<float>1499155295.56</float>
<string>UTC</string>
</tuple>
</state>
</object>
</value>
</item>
</dictionary>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>zope</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value>
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</value>
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<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
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<item>
<key> <string>serial</string> </key>
<value> <string>960.32641.35701.14557</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
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<item>
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="7.1"/> </klass>
<tuple>
<none/>
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<state>
<tuple>
<float>1499155344.5</float>
<string>UTC</string>
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</state>
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</value>
</item>
</dictionary>
<dictionary>
<item>
<key> <string>action</string> </key>
<value> <string>edit</string> </value>
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>zope</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value>
<none/>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
<value> <string></string> </value>
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>960.32642.26836.25719</string> </value>
</item>
<item>
<key> <string>state</string> </key>
<value> <string>current</string> </value>
</item>
<item>
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="7.1"/> </klass>
<tuple>
<none/>
</tuple>
<state>
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......@@ -2100,7 +2834,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2145,7 +2879,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2190,7 +2924,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2235,7 +2969,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2280,7 +3014,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2325,7 +3059,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2370,7 +3104,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2415,7 +3149,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2460,7 +3194,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2505,7 +3239,7 @@
<key> <string>time</string> </key>
<value>
<object>
<klass> <reference id="10.1"/> </klass>
<klass> <reference id="11.1"/> </klass>
<tuple>
<none/>
</tuple>
......@@ -2523,7 +3257,7 @@
</tuple>
</pickle>
</record>
<record id="11" aka="AAAAAAAAAAs=">
<record id="12" aka="AAAAAAAAAAw=">
<pickle>
<global name="Message" module="Products.ERP5Type.Message"/>
</pickle>
......
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