Testing with Various Stage/Role Combinations

 Previous  Home topic  Next  Print this topic Send Feedback

You can do some basic testing of behaviors and field states using the Preview option in the Form Designer. One of the features of the preview option is to be able to check how your form acts at the different combinations of stage and role. Before you initiate a preview, you need to select the required Stage/Role combination on the Browser bar.

 

 

Previewing All Stages/All Roles

 

Previewing in the All Stages/All Roles combination allows you to test how the form will work in the default stage, like a new instance would act.

 

Note: Using preview in this way allows you to check one stage at a time. But it does not allow you to create an instance and then see that instance work through the various different stages.

 

Document Icon
1.On the Browser bar, ensure that the Stage/Role combination is 'All/All'.
2.From the Form menu, select Preview. The form opens as a new instance.
3.If your form has been built correctly, it should behave as follows:
•It is possible to add data in any of the top six input objects.
•In the two e-mail fields you get a red outline warning if you do not use an e-mail format. Move your mouse over the boxes to get more detail.
•In the table object you can enter data in the Description, Quantity and Price columns but not in the Value column.
•The Value column is calculated (Quantity x Price).
•The Total is calculated and you are not able to change the result.
•The Submit button is shown but the Next button is hidden.
•If you leave any of the top four mandatory input fields blank and click Submit, you receive a warning message and cannot submit the form.
4.If you do not see all of the above then you may have done something incorrectly; review the documentation to double-check your work.

 

 

Previewing as the Manager Role

 

We can now verify how the form will work when the manager opens a form instance.

 

Document Icon
1.On the Browser bar, ensure that the Stage/Role combination is 'Manager Approval/Manager'.
2.From the Form menu, select Preview. On the Details page you should see the following:
•You are not able to enter any data in the top six input fields.
•You are not able to enter any data in the table object.
•You are not able to enter data in the Total object.
•The Next page button is visible but the Submit button is hidden.
3.Click Next to open the Approvals page. The Approvals page should behave as follows:
•The Manager Approval group is visible and editable but the other two groups are disabled (grayed out and not editable).
•If you select Rejected but do not add a Comment, you receive a warning message when you click Submit and are not able to submit the data. If you do add a comment you are able to submit the form.

 

 

Other Roles

 

Repeat the above for the combinations Director Approval/Finance and Director Approval/Executive to see similar behavior.

Updated: 6/6/2011  Page url: http://www.perfectforms.com/Documentation/complete_tutorial/html/?fa_testing_using_preview_2.htm
PerfectForms™ -- forms software, workflow software, and business process management