Method 1 - Save And Test

The save and test feature reduces workflows development time by allowing designers to test workflows, business rules and mapped PDFs without leaving the workflow designer. Modifications needed after testing can be quickly addressed since you will still be in the workflows designer once you close the popup window. This is particularly helpful when building, troubleshooting, and testing workflows, business rules and mapped PDFs.

When the  save and test is clicked, the workflows is saved in the background, and the frevvo Test popup window displays reflecting the newly saved version of your workflows. The workflows will behave exactly as it will when users access it. To test the workflows, just complete it as your users would and click Submit. When you close the Test popup, you will be on whatever designer page you were on when the save and test icon was clicked. This allows the designer to go right back to making changes after closing the Test popup.

• An informational processing message as shown in the image is displayed after the icon is clicked until the test window opens.
  
• If your workflows contains business rules they will be validated before the test popup displays and you will see this message:
  
• If workflows/field validation errors are detected, closing the test popup returns you to the designer where you can quickly make the correction and retest. If rule validation errors are detected, the designer is notified and given the option to correct before the Test popup is displayed.
  
• Save and Test detects errors in workflow/PDF preconditions by displaying a warning message with information about the error.
  
• The workflows version increases by 1 every time you click on the save and test icon. It is reflected on the on the workflow edit page, when viewing/editing submissions and when you download/upload a workflow.

If you use the Save and Test feature to save the latest versions when developing your workflows, simply click theCancel icon when you are ready to leave the designer. Refer to Test Mode Views for information about the features that are available when the test popup displays.

Browser Popup Blocker Message:

If your browser is configured to block popups, you may see this message the first time you click the  save and test icon. If so, click Ok to open the test window then check your browser settings to allow pop-ups.

Method 2 - Save then Test

Of course, you can always click the  save and close icon to save the changes to your workflows but you will be returned to the Forms and Workflows Home Page after the changes are stored. The test popup is accessed by clicking the  Test icon. To continue making modifications to your workflows you must click the name of the workflow, or select Edit from the  Action Menu to return to the workflows designer for subsequent modifications.

Refer to Test Mode Views for information about the features that are available when the test popup displays.

Test Mode Views

Features that are available when the test popup displays are discussed below.

There are three icons in Test mode that you can use to see what your form will look like and how it will work on an iPhone or an iPad. Theses icons appear at the top of the screen - desktop, tablet and smart phone. The default view is desktop.

Clicking on the the tablet and smart phone icons gives you an approximate view of the form on the tablet or phone. You can enter data in the Phone and Tablet views just like you can in the Desktop view to test your form. This is very helpful when designing forms for mobile devices.

Step Assignments for Testing

Usually as the designer you want to test the workflow's behavior, including Task Notification emails and business rules that execute on each step. However, you may be hesitant to test your workflow with real User and Role assignments, which will notify these users with each test. One idea is to set up dynamic user and role assignments that will assign each step to test user(s)/role(s) when the workflow is started under a testing condition, such as initiated by the designer user, and otherwise will use the as-designed step assignments. This pattern will allow you test workflows fully in development or production without notifying and cluttering the task list of real users. 

First, add a test role and one or more test users, whose emails are are set to your own email(s) so you will be able to view Task Notification and Doc Action emails. 

Let's say you have a workflow with three steps. Step 1 is performed by any user, Step 2 is assigned to the user's manager, and Step 3 is assigned to the role "HR". Instead of hard coding these assignments, use controls in your form to set the Manager user and HR role values. Set the step assignments to the template for those controls, i.e. Step 2: {Manager} and Step 3: {Role}

Then add a business rule that checks the initial user's id - if it happens to be "designer", then set the control Manager to your test manager user (mgrTest) and set the control Role to your test role (HRtest). The else action sets these controls to the initial user's manager and the real role "HR". 

Test the workflow from your designer user account. You will receive the Task Notifications via your test user's email, and you can log in as the test user(s) to perform the tasks. 

When you're ready, start the workflow from some real account. Now it should route through the real-world assignments as expected.