Content
General info
This story focuses on adding functionality to allow users to customize the fields displayed in the Profile Preview page. A 3-dot menu will be added in the top-right corner of the profile view, providing a View Settings option. This option will open a window where users can select or deselect fields to show or hide in the profile preview.
User story
As a CRM user,
I want the ability to customize the fields displayed in the Profile Preview through a View Settings menu,
So that I can tailor the profile information shown to my specific needs.
Visual design:
https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=52324-78221&t=gCvYXC1iXBdanNDN-4
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Acceptance criteria
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01
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Scenario: Display 3-dot menu Given the user is viewing a profile When the page loads Then a 3-dot menu is displayed in the top-right corner of the Profile View.
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02
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Scenario: Accessing View Settings Given the user clicks the 3-dot menu When the dropdown opens Then a View Settings option is displayed.
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03
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Scenario: Open View Settings window Given the user clicks on View Settings When the action is triggered Then a window opens displaying all available fields for the Profile Preview, organized into categories (e.g., Position, Personal Data, Additional Information).
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04
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Scenario: Field selection Given the user is in the View Settings window When they select or deselect fields Then the corresponding fields are marked to be displayed or hidden on the Profile Preview page.
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05
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Scenario: Save settings Given the user has modified the field selections When they click the Save button Then the changes are applied, and the Profile Preview updates accordingly.
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06
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Scenario: Cancel settings Given the user is in the View Settings window When they click the Cancel button Then no changes are applied, and the window closes.
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07
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Scenario: Default settings Given a new user opens the Profile View When no custom settings are applied Then the default fields are displayed in the Profile Preview (all checkboxes are checked).
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