Welcome to Community Week 2025! Join us to learn, connect, and be recognized as we celebrate the spirit of Community and the power of AI. Get the details  

Rename 'Equity Information' field to 'Equity File Uploaded' in tax Planning form

krutika_hedaoo
Giga Contributor

Description : As a PMG fulfiller/Admin/PMG Lead I should be able to see a new field 'Equity File Uploaded' in Tax Planning form and List view so that I can update Yes or No to indicate the equity file is uploaded.

 

Acceptance criteria: 

Given I am a Mobility Fulfiller
When I want to indicate that I have attached an equity file under Incident form record
Then I should be able to select Yes to the drop down field 'Equity File Uploaded' 
 

  • Rename the existing field 'Equity Information' to 'Equity File Uploaded'
  • The field will always be editable from list view and form view.
  • If the fulfiller is marking this field to 'Yes' from form or list view then on save validation will check if an attachment is present/added, if the validation fails fulfiller gets an error message 'Missing Equity File' will be visible to end user and the save will be cancelled.
0 REPLIES 0