Creating a new customer

Description

This page contains the form to create a new customer in the BO.

creating new customer

QA

Link to the test

Components description

Common components

• Heading of the page

• Help Button

Components

• A form composed of different types of fields :

  • 1 radio button set of 2 buttons

  • 4 text input fields

  • 1 date picker split into 3 dropdown selectors

  • 2 toggles

  • 1 checkbox table with multiple entries

  • 1 dropdown selector linked to the checkbox table

  • 2 buttons

The 4 text fields are as follow :

• First name and last name fields

Description	Value	Error message
Mandatory	Yes	-
Allowed/Forbidden values	Only letters and the dot (.) character, followed by a space, are allowed.	The "[name of the field]" field is invalid.
Default value	Default value	-
Help text	Only letters and the dot (.) character, followed by a space, are allowed.	-
Tool tips	-	-
Lower limit
Upper limit
Behavior	Add a customer	-

• Email address (Text input)

Description	Value	Error message
Mandatory	Yes	-
Allowed/Forbidden values	Must follow the classic email structure	-
Default value	Default value	-
Help text	-	-
Tool tips	-	-
Lower limit
Upper limit
Behavior	Add a customer	-

• Password (Text input)

Description	Value	Error message
Mandatory	Yes	-
Allowed/Forbidden values	All characters allowed
Default value	Default value	-
Help text	-	-
Tool tips	-	-
Lower limit
Upper limit
Behavior	When the user starts inputting a password : A security score bar appears under the field along 2 recommendations : The password length (between 8 and 72 characters) & the password strength (Strong) The security score and bar vary from "very weak" to "very strong" depending on the inputted password	-

Behaviors description

Workflow

The Creating a new customer page purpose is to create a new customer using the BR Add a customer. As a result this page only has 1 workflow

The employee creates a new customer by filling at least the mandatory fields :

• First name (Text input)

• Last name (Text input)

• Email address (Text input)

• Password (Text input)

• Group access (checkbox)

Then validates their creation by hitting the save button. The employee is then redirected to Customers which displays a success message in a green alert.

TODO : workflow diagram

Behavior description

• Each mandatory field has its own set of validation rules. These rules are checked upon clicking the save button.

Error messages

• If one of the mandatory text input fields is empty upon clicking the save button a pop-up asking the user to fill the field appears and refocus the user's screen on the empty field

• If the user starts inputting a birthdate, the birthdate needs to be complete with a year, a month and a day otherwise it will be considered invalid.

• The user must have at least 1 item checked in the group access checkbox table otherwise when clicking the save button a red alert message is displayed with the text : "A default customer group must be selected in group box."