Scenario | Test a join, separate, and decease request | ||||||
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Test Case Id | GA-0005 | ||||||
Test Case Description | Join Contact Utility | ||||||
Notes | additional notes from Monica need to be added to the test: Enter a payment (cheque) and add a bequest Intention/confirmation and close batch. Ensure that cheques details for drawer, Bank and BSB are recorded in separate fields | ||||||
Dependency | Jira Ticket | ||||||
Reviewed by (business) & approved date | Ana Simic 3/11/22 | ||||||
Automation (AccelQ) |
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Action | Data | Expected Result | ||
Enter the URL |
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Enter username |
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Enter Password |
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Click on Log in to Sandbox |
| Successful Login | ||
If not in the Affinaquest app, go to app launcher and type in Affinaquest in the search bar |
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Once in Affinaquest app, go to Gear Icon |
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Click on Set up - Blue icon |
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Click on Users tab |
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Click on Users |
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Click on login against the user ( GA User) having all permissions | Monica KluegelAna Simic |
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Click on Contacts tab | ||||
select a contact | choose one contact | |||
from the menu click "Lightning Contact Utilities | Lightning Contact Utilities screen pops up | |||
Click "Join" Button | ||||
Seacrch another contact to join | Select another contact to join | |||
click the first Move tick box of one side | all boxes below automatically ticks | |||
untick the “Conversion Id” | ||||
Click Next Button | ||||
Click Next Button | ||||
Make legal credit 50 for first contact and 50 for the second | ||||
Select new Account Relationship for both contacts | i.e. | Husband Primary and | WifeSecondary | |
Click Next Button | Confirmation pops up | |||
click Ok button | A new Account is created | |||
Logout of the User | ||||
Close the Browser |