Story 1.4.6.6. CRM. Profile Creation Mode – Personal: Primary

Content

General info

This user story defines the fields and interactions within the "Primary" section of the Personal section in the CRM profile creation mode. The user is able to assign the responsible person, attach publications, and select the source platform for the profile, as well as choose categories and industries that are relevant to the profile.

User story

As a CRM user,
I want to be able to manage the primary information for the candidate’s profile, including selecting a responsible person, attaching publications, choosing the source platform, and categorizing the profile with relevant industries,
So that the profile contains comprehensive and organized primary data that reflects the candidate’s background and relevant categories.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=62378-58547&t=uY2xP4dMRl179HBq-4

Acceptance Criteria:

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Acceptance Criteria

01

Scenario: The user can select the "Responsible" field.
Given the user is in the "Personal: Primary" section,
When the user selects a responsible person from the dropdown (admin, HoD, BM, consultant, recruiter, sales)
AND clicks ‘Save’,
Then the responsible person should be saved correctly in the profile.

image-20250310-073708.png

02

Scenario: The user can select the "Attached Publication" field.
Given the user is in the "Personal: Primary" section,
When the user selects a publication from the dropdown (all publications from CRM can be found here with id and market info)
AND clicks ‘Save’,
Then the attached publication should be saved correctly in the profile.

03

Scenario: The user can select the "Source Platform" field.
Given the user is in the "Personal: Primary" section,
When the user selects a source platform from the dropdown
AND clicks ‘Save’,
Then the source platform should be saved correctly in the profile.

04

Scenario: The user can search and select categories for the profile.
Given the user is in the "Categories" section,
When the user clicks the search icon, enters a category name
AND selects a category,
Then the category should be added to the profile.

05

Scenario: The user can save the selected "Primary" section details.
Given the user has entered all necessary information in the "Primary" section,
When the user clicks the ‘Save’ button (that sticky to the bottom),
Then the details entered in the "Primary" section should be saved in the profile.

06

Scenario: The user can cancel without saving changes.
Given the user is in the "Personal: Primary" section,
When the user clicks the ‘Cancel’ button (that sticky to the bottom),
Then the page should close without saving any changes.

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