How to Send Outgoing Events
Send outgoing Events in Tickets by OSOE Project.
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.
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init
openAndWait ${base_url}/Zuite_setUpPostEventTest
verifyTextPresent Init Ok
Wait for activities
Login As Functional Test User
Agenda
• Confirm the Event
• Send the Event
• Check the Event status
Now we know how to create outgoing Events and associate them to a Ticket such
as a campaign. In this tutorial, you will learn how to send an outgoing Event
created for the campaign Ticket.
The planned Event sheet
The planned Event sheet - Event to be send
The Red Zone of the screenshot shows you your location in your ERP5 instance:
the planned Event waiting to be sent.
The Black Zone displays the content of the Event. As we have edited this Event
previously, it is now ready to be sent . We will then explain how to send this
event from this event sheet.
waitForElementPresent //a[contains(text(),
"ZUITE-TEST-POST-EVENT-EVENT-001")]
click //a[contains(text(),
"ZUITE-TEST-POST-EVENT-EVENT-001")]
click //input[@name="editable"]
waitForElementPresent //input[@name="field_my_title"]
verifyText //p[@id= Planned
"field_my_translated_simulation_state_title"]
Confirm the Event (1): Click on 'Confirm' in 'Action' list
Send the Event (1): Confirm the planned Event
In order to send the Event, first we should verify that everything is correctly
set in the Event sheet and then confirm the Planned Event .
Black Zone displays the current state of the Event is “planned”. This means
that this Event has been created in the Follow Up Ticket, and waiting to be
sent to the person set in the Recipient field of this Event. The person set in
the Sender field will be displayed as the Sender when the Recipient receives
the Event.
When you are sure everything is fine, you can then confirm the planned Event.
Click on the "Confirm" on the sidebar as highlighted in Red on the screenshot.
Confirm the Event (2): Comment and confirm
Confirm the Event (1): Comment and confirm
In this page you can add comments (only visible for your team) to this Event
that is going to be confirmed, and then click on Confirm once again.
waitForElementPresent //p[text()="Confirmed"]
Send the Event (1): Click on 'Send'
Send the Event (1): Click on 'Send' in 'Action' item list
After you Confirm the Event, you will see in the Event sheet the status has
changed from Planned to Confirmed .
Then we will Send the confirmed Event. The first step is to click on Send in
the sidebar.
Send the Event (2): Comment and send the Event
Send the Event (2): Comment and send the Event
This is the page that asks for confirmation that you really want to send the
Event. When an Event is sent, it cannot be modified or retreated anymore, so be
careful.
You can first add some comments if needed, which will be only seen by you team.
When you are ready to send the Event, click on Send .
Check the Event status (1): In the Event sheet
Check the Event status (1): In the Event sheet
After the Event is sent, you will have to check the Event status to make sure
the Event you created for the campaign Ticket has been sent to the recipient
you set. There are three documents you need to check in order to make sure that
your Event has been sent, and that the Recipient has successfully received the
Event: the Event sheet, the Ticket sheet, and the Recipient's document .
Now we will first look at the Event sheet . After you click on Send in last
step, you will be lead back on your Event sheet. As shown in the screenshot,
first, you can see in the red circled area that the status of your Event has
changed from "Confirmed" to "Sent", which means your Event has been "Sent" .
Then we will have to check the Ticket sheet . Click on the Plane Icon next to
the Follow Up field of your Event. This action will lead you back to the
related Ticket, in our example, which is still the same campaign "Beta
Developer Program" as in the previous tutorial “How to Send Outgoing Events”.
waitForElementPresent //p[text()="Sent"]
Check the Event status (2): In the Ticket sheet
Check the Event status (2): In the Ticket sheet
From the previous step we see that the Event sheet shows the Event is sent.
After we clicked on the plane icon, we have been lead to the sheet of the
message Event's Follow Up Ticket - in our example the Beta Developer Program.
So as you can see circled in red on the screenshot of the Campaign Ticket, in
the Events list , the Event is now displayed in a sent state. Again, this means
that your Event has been sent .
However, are you sure that your Event has been sent to the right person-the
Recipient that you set in the Event? And do you want to know how does this
message Event behaves on the person document of the Recipient? In order to have
a clear look, we will need to access to the Person Document of the Recipient .
click //input[@name="field_my_default_follow_up_title"]/../..
/a
waitForElementPresent //input[@value="ZUITE-TEST-POST-EVENT-CAMPAIGN-001"]
waitForElementPresent //a[contains(text(),
"ZUITE-TEST-POST-EVENT-EVENT-001")]
waitForElementPresent //a[contains(text(), "Sent")]
Check the Event status (3): Reach ERP5 Persons database
Check the Event status (3): Reach ERP5 Persons database
Click on the "plane" icon next to the Recipient "person" file you want to
access, it will lead you to the database of this person. In this screenshot, we
will access the Person document of Yingjie Xu.
Check the Event status (4): In the Recipient's document
Check the Event status (4): In the Recipient's document
Now we have been redirected to Yingjie Xu's Person Document, to check how does
the Event behaves in this document, we will click on the “Event” tab , as
circled on sidebar of the screenshot.
In ERP5 the Event tab of the person document displays all the Events that have
been sent or received by a person. As you can see on the screenshot, the Event
we have sent in this tutorial is displayed here. This method helps you follow
the relations you have with your clients, suppliers and prospects. If you click
on the Event, you will be redirected to the sheet of this Event.
waitForElementPresent //a[contains(text(),
"ZUITE-TEST-POST-EVENT-PERSON-SUPERVISOR")]
click //a[contains(text(),
"ZUITE-TEST-POST-EVENT-PERSON-SUPERVISOR")]
waitForElementPresent //a[contains(text(),
"ZUITE-TEST-POST-EVENT-EVENT-001")]
Your Event has been sent
Back to the sent Event
Here we are back on the Event sheet of the Event that we have sent to Yingjie
Xu in this tutorial.
click //a[contains(text(),
"ZUITE-TEST-POST-EVENT-EVENT-001")]
waitForElementPresent //p[text()="Sent"]
Login As Manager
Wait for activities
openAndWait ${base_url}/Zuite_tearDownPostEventTest
verifyTextPresent Clean Ok
Wait for activities