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Test Forms and Workflows
- Megan Ellis
Overview
There are two ways you can test your forms/workflows. Both methods display the test mode popup which includes the Test Mode Views discussed below.
Method 1: Click the save and test icon from within the 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 the form/workflow designer. This makes it easy to make additional changes.
Method 2: Click the save and close icon on the Form/Workflow Designer toolbar to save your changes and exit the designer. Then click the Test icon for the form/workflow on the Forms and Workflows Home Page to enter Test Mode. Complete the form in the popup window to test it.
The Save and Test icon can be hidden with a configuration parameter.
Method 1 - Save And Test
The save and test feature reduces form/workflow development time by allowing designers to test forms/workflows, business rules, and mapped PDFs without leaving the designer. Modifications needed after testing can be quickly addressed since you will still be in the form/workflow 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/workflow is saved in the background, and the frevvo Test popup window displays reflecting the newly saved version of your form/workflow. The form/workflow will behave exactly as it will when users access it. To test the form/workflow, just complete it as your users would and click Submit. Refer to Test Mode Views for information about the features that are available when the test popup displays.
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 form/field validation errors are detected, closing the test popup returns you to the designer where you can quickly make corrections and retest.
Save and Test checks for Rule and PDF mapping errors before the test popup displays. This gives the designer the option to correct first before saving and testing.
If rule validation errors are detected, the designer is notified and given the option to correct them before the Test popup is displayed.
If PDF mapping errors are detected, a warning message with information about the error is displayed.
The form/workflow version (visible in the upper right area of the designer) increases by 1 every time you click on the save and test icon.
If you use the Save and Test feature to save the latest versions when developing your form, simply click the Cancel icon when you are ready to leave the designer.
Browser Popup Blocker Message
If your browser is configured to block popups, you may see a pop-up blocker 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 form 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 form you must click the form name or select Edit from the Action Menu to return to the form 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
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 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.
Tablet and Phone views are not precise and there may be slight differences when rendered on the actual device. It is highly recommended that you test the form/workflow on the actual device to be certain.
Testing Form/Workflow Customizations
Before you share your new form or workflow with users you'll want to test it to make sure it looks and works the way you want. You will want to test that the form is properly validating data entered into each control and that all your rules are correctly causing the behaviors such as show/hide and calculations that you want.
Control Validation
Each time you supply a value in a control, 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 submit button to discover, for example, 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 and you’ll immediately see an error message. You'll want to test your form to