Edit a Change Order

Start by creating a contact to build the chain of records we need. Wait for the new contact form to load. Enter the contact's name.

Watch the demo (15 seconds)

Read transcript · Download captions

Overview

Start by creating a contact to build the chain of records we need. Wait for the new contact form to load. Enter the contact's name. Add a contact email so we can later send the change order. Save the new contact. Confirm the contact was created. Now create a job for that contact. Wait for the new job form. Give the job a title. Create the job. Confirm the job exists. Create an estimate for this job. Wait for the estimate form. Title the estimate. Save the estimate. Confirm the estimate was created. Return to the estimates list to find the new estimate's id. Wait for the estimate row to appear. Open the estimate detail page. Confirm the estimate detail view loaded. Go back to estimates list to navigate to change orders via known route. Wait for the list. Re-open the estimate. Wait for the estimate page to load. Follow the link to this estimate's change orders. Wait for the change orders index page. Begin a new change order. Wait for the change order builder. Provide an initial reason for the change order. Save the draft change order. Confirm the draft change order was created. Open the change order in edit mode. Wait for the edit view to load. Append updated wording to the reason field. Add a richer description for the change. Add a new line item to the change order. Describe the new line item. Save the edited change order. Confirm the change order detail view reflects the edits.

Steps: 42 · Time to complete: ~15 seconds · Difficulty: hard

Prerequisites

Access to the Edit a Change Order feature.

Steps

Step 1 — Navigate to /contacts/new · 0:00

Start by creating a contact to build the chain of records we need.

Step 1: Start by creating a contact to build the chain of records we need.

Edit a Change Order

Overview

Prerequisites

Steps

Step 1 — Navigate to /contacts/new · 0:00

Step 2 — Wait for form · 0:05

Step 3 — Type into input[name='name'] · 0:08

Step 4 — Type into input[name='email'] · 0:10

Step 5 — Click button[type='submit'] · 0:00

Step 6 — Wait for text="Acme Renovations" · 0:00

Step 7 — Navigate to /jobs/new · 0:00

Step 8 — Wait for form · 0:00

Step 9 — Type into input[name='title'] · 0:00

Step 10 — Click button[type='submit'] · 0:00

Step 11 — Wait for text="Kitchen Remodel" · 0:00

Step 12 — Navigate to /estimates/new · 0:00

Step 13 — Wait for form · 0:00

Step 14 — Type into input[name='title'] · 0:00

Step 15 — Click button[type='submit'] · 0:00

Step 16 — Wait for text="Initial Estimate" · 0:00

Step 17 — Navigate to /estimates · 0:00

Step 18 — Wait for text="Initial Estimate" · 0:00

Step 19 — Click a:has-text("Initial Estimate") · 0:00

Step 20 — Wait for text="Initial Estimate" · 0:00

Step 21 — Screenshot: estimate_detail · 0:00

Step 22 — Navigate to /estimates · 0:00

Step 23 — Wait for text="Initial Estimate" · 0:00

Step 24 — Click a:has-text("Initial Estimate") · 0:00

Step 25 — Wait for h1 · 0:00

Step 26 — Click a[href*='/change-orders'] · 0:00

Step 27 — Wait for h1 · 0:00

Step 28 — Click a[href*='/change-orders/new'] · 0:00

Step 29 — Wait for form · 0:00

Step 30 — Type into input[name='reason'] · 0:00

Step 31 — Click button:has-text("Save") · 0:00

Step 32 — Wait for text="CO-" · 0:00

Step 33 — Click a:has-text("Edit") · 0:00

Step 34 — Wait for h1:has-text("Edit CO-") · 0:00

Step 35 — Screenshot: change_order_edit_view · 0:00

Step 36 — Type into input[name='reason'] · 0:00

Step 37 — Type into textarea[name='description'] · 0:00

Step 38 — Click button:has-text("Add Line Item") · 0:00

Step 39 — Type into input[name='description'] · 0:00

Step 40 — Click button:has-text("Save") · 0:00

Step 41 — Wait for text="CO-" · 0:00

Step 42 — Screenshot: change_order_after_edit · 0:00

Expected outcome

Assets