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There are two ways you can test your forms.
Method 1: Click the
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save and test icon from within the forms designer to save the changes to your form and automatically display the test popup window. Complete the form in the popup window to test it. When your testing is completed and the test mode screen is closed you will be returned to page in the forms/workflow designers where you clicked the save and test icon if you need to make additional changes.
Method 2: Click the
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save and close icon on the Forms Designer toolbar to save the changes to your form and exit the form designer. Then click the
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Test icon for the form on the Forms and Workflows Home Page to enter Test Mode. Complete the form in the popup window to test it.
Both methods display the test mode popup which includes the Test Mode Views discussed below.
The Save and Test feature is not available for frevvo customers integrating with Confluence. The icon can be hidden with
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Method 1 - Save And Test
The save and test feature reduces form development time by allowing designers to test forms, business rules and mapped PDFs without leaving the form designer. Modifications needed after testing can be quickly addressed since you will still be in the form designer once you close the popup window. This is particularly helpful when building, troubleshooting, and testing forms, business rules and mapped PDFs.
When the save and test is clicked, the form is saved in the background, and the Test frevvo Test popup window displays reflecting the newly saved version of your form. The form will behave exactly as it will when users access it. To test the form, just complete it as your users would and click Submit
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Each time you supply a value in a control, sends frevvo sends an asynchronous request to the server to validate the data. This means users will get immediate feedback while they are using your form. They do not have to wait until they click the form's submit button for example to discover that a zip code is missing a digit or that they neglected to fill in a required phone number field. Try to type letters in a number control, for example, and you’ll immediately see an error message.You'll want to test your form to make sure that you are using the correct control based on the validation you want. For example if you used a Text control for a phone number field, you'll won't see the correct error occur if you enter an incorrect phone number. Go back and edit your form to change the control type for that field from Text to Phone.
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The designer can also display a message instructing the user what to do. This method is very helpful to users when trying to determine why a form does not submit. Refer to this topic for the details.
Troubleshooting Hidden Required Fields
Sometimes you'll test your form and see that the form will not submit even when all required fields appear to be filled with valid data. The cause is always a hidden required field with no data or a hidden field with invalid data. Since the field is hidden your users won't be able to enter a value into that required field nor to correct an invalid value in that field and will therefore never be able to submit your form. In a simple form it won't be hard for you to open it in the form designer, find the hidden required field and fix the problem. In a large form or one that has dynamic business logic that makes fields hidden/visible or required/optional or sets values in business rules, you'll need to debug this problem while testing the form.
Step 1
The first step to solving this issue is to understand which control(s) are causing this issue. There are two ways to find the invalid controls:
Method 1
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, both of which involve using your browser's
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developer tool. This tool is a great way to find hidden controls which are invalid or required and empty. You can access it by right clicking on a page and selecting Inspect, or by using the keyboard shortcuts indicated for your OS/Browser. The following links point to documentation on developer tools for several supported browsers.
Method 1
- Test your form and enable the developer tool.
- Open the developer tool's HTML tab and search for all instances of s-invalid using the search box in the tool's top-right corner in the elements tab. One way to search is to click in the Elements tab and use the Ctrl-F search shortcut. This will take you to the HTML of each control in the invalid state. The control's name can be found in that HTML, indicated by cname. Each browser may be slightly different, but here is an example in the Chrome browser:
- Now you can edit your form in the designer, find that control and fix the issue.
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If a required control is inside a hidden section, then that section will also be invalid and you will also see s-invalid in the section control's HTML. This s-invalid is not the root cause of your bug. You will have to continue searching with developer tools further to get to the actual control inside the section control that is the root cause. |
Method 2
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- Test your form and enable the developer tool.
- Click on the Console tab.
Execute this JavaScript function _frevvo.api.forms.controls.getControlErrors(); Calling this function returns a collection of objects that describe any invalid controls including the control id, control label and the error description. In the image, you can see the reported errors for an Email, Money and Date field that contain invalid data. The controls are inside of a hidden section and are not visible to the user who is trying to Submit/Continue the form/workflow.
Note This JavaScript function will only work in test mode. To execute on a step mid-workflow or even after submission, copy and paste the task or submission URL into a new browser tab, and append the URL parameter ?_test=true to the end of the URL. Now follow the steps above to see the list of controls that are invalid.
Step 2
Once you know which control(s) are causing the problem, you can resolve it.
- Check your business rules to make sure they are setting those controls' required property correctly. Use the View All feature to quickly search for business rules affecting the control(s) you identified above.
- Test the form and use the Debug Console to determine what value is being set that might cause a control to become invalid. Pay particular attention to leading or trailing spaces. Certain controls that require a pattern (email, phone, etc.) must be set to null (not an empty string such as '') in order to be valid when their value is cleared via a business rule. The Visual Rule Builder will handle this correctly.
- Check the control's default settings. For example, a required section that contains a default value in one control will set all other required controls inside the section to "required" at run-time. Uncheck the section's required property by default, or set your default values at run-time using a business rule.
Re-test the form to determine if your changes resolved the issue.
Testing Form/Workflow Customizations
Test your form to verify that all your business rules are working as expected. For instance if you have a radio field "Billing address same as Shipping?" and select "no", you would expect the hidden Shipping Address section to become visible and required. Test each form field that has dynamic business rules to verify that they are working as you want. Also remember to test the negative cases, for example if you then click "yes" to the billing address question, make sure the Shipping Address section control becomes hidden and optional again. Note it's very important that hidden controls are not required as discussed above.
Test your form to verify that the final form and doc actions are working as expected. Make sure your final submissions are reaching their desired end point. For example, if your form Doc Action is configured to send an email or post to another system or to save to Google Drive or Sheets, you'll want to verify that this is working. Submissions errors have many possible causes. Maybe your forms is configured to send an email and you used a control template in the email wizard To field. If the email address control was filled with an bad email it will cause the submission to fail. Errors can also occur if you are posting to a web service and the web service fails. One way to debug submission errors is to set your Error Actions to {_frevvo_root_cause_msg}. A second way to debug submission errors is to use the submission frevvo submission repository. The submission repository has an error indicator on any submission that had an issue. See Submission Errors.
When you are done testing and are ready to roll out your form, mark it public or public in tenant via Access Control in the Form Designer, or using the Security option from the
and make it available by sharing it.
Forms can be translated to multiple languages using the internationalization feature which enables you to easily localize your forms for target audiences that vary in culture, region and language. supports frevvo supports localization from the browser's locale setting.
You can test the translation files you create and upload into by frevvo by clicking the test icon on the Internationalization screen or you can use the &locale URL parameter to initialize the form with other languages. See Multi Language Support for details on creating translations and testing locale translations .
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