Flow: Use Case:6 Create a case and assign to the retrieved account & selected contact.

Story ID: Flow/BusinesScenario/17
Title: Retrieve and Manage Account, Contact, and Cases via Account Phone Number on App Page
Description:
As a user, I want to enter an Account phone number on the app page to retrieve related account information, contact information ,manage open cases, view closed cases and able to create new cases, so that I can efficiently handle customer interactions in single page.
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Story ID: Flow/BusinesScenario/US17/UC1
Title: Retrieve and Manage Account, Contact, and Cases via Account Phone Number on App Page
Description:
The user can enter an Account phone number in a designated input field on the app page.
Acceptance Criteria:
 The "Get Details" button should remain disabled until a valid phone number is entered.
Action:
Upon clicking the "Get Details" button:
A. No Account Found:
Display an error message below the phone number field:
• Message: "Record not found with this phone number."
• Style: The message should be in red, bold font.
B. Account Found:
Display the following fields in read-only mode:
• Account Name
• Type
• Industry
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Story ID: Flow/BusinesScenario/US17/UC2
Title: Retrieve and Manage Account, Contact, and Cases via Account Phone Number on App Page
Description:
Display contacts related to the retrieved account.
Acceptance Criteria:
 Display contacts in a table with the following columns:
• Full Name
• Email
• Phone
 The user can select only one contact.
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Story ID: Flow/BusinesScenario/US17/UC3
Title: Retrieve and Manage Account, Contact, and Cases via Account Phone Number on App Page
Description:
Display open cases related to the retrieved account
Acceptance Criteria:
 Display open cases in a table with the following columns:
• Case Number
• Created Date
• Status
 The user can select only one open case.
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Story ID: Flow/BusinesScenario/US17/UC4
Title: Retrieve and Manage Account, Contact, and Cases via Account Phone Number on App Page
Description:
View closed cases related to the retrieved account.
Acceptance Criteria:
 Display closed cases in a table with the following columns:
• Case Number
• Closed Date
• Description
 Closed cases are view-only; the user cannot select or edit these cases.
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Story ID: Flow/BusinesScenario/US17/UC5
Title: Retrieve and Manage Account, Contact, and Cases via Account Phone Number on App Page
Description:
Manage the details of a selected open case.
Acceptance Criteria:
 Upon selecting an open case and clicking "Next":
• Display the selected case's details in read-only mode with the following fields:
 Case Number
 Status
 Subject
 Priority
 Description
• An edit toggle button appears next to the Case Number.
• When the edit toggle is selected, the fields become editable.
Action:
• After making updates, the user can click the "Finish" button to save changes.
• Success Message:
Display a success message:
Message: "Case Number - Successfully updated"
Style: The message should be in green, bold font.
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Story ID: Flow/BusinesScenario/US17/UC6
Title: Retrieve and Manage Account, Contact, and Cases via Account Phone Number on App Page
Description:
Allow the user to create a new case related to the retrieved account and selected contact.
Acceptance Criteria:
 When the "Create New Case" toggle is selected:
• Display the following fields:
 Subject
 Priority
 Case Reason
 Type
 Description
 Upon clicking the "Next" button:
• Create a new case associated with the account and the selected contact.
• Success Message:
Display a success message:
Message: "Newly created case number - Successfully created a new case"
Style: The message should be in green, bold font.
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