Functionality

Here you can find the checklist to test that the workflow functions correctly and to track down possible problems.

Below is the checklist:

Scenario	Test	Possible solutions
Starting	Check that the workflow starts correctly.	Define the correct rights settings; check the configuration settings.
	Check that the correct data is displayed when accessing various levels or info areas.	See the section on Troubleshooting .
Level	Check that the level contains the correct data. If a level is opened from several commands or levels, test each scenario.	See the section on Troubleshooting .
Masks	Switch between list and mask view in all the levels, and check that the masks and lists are all defined correctly or that switching is denied.	Define masks and lists or prevent access to list or mask view.
Adding records	Test that new records are entered correctly in all the levels and that all the keys are also entered.	Deny access to new mode, change the key definition or use parameters to generate keys.
Navigating between records	Test that navigating between records in each level works as planned.	Edit the key definition.
	Ensure that only the desired records are displayed when you navigate.	Edit the key definition; remove erroneous records.
Commands	Execute each command at least once and in as many situations as possible. If a command makes changes to the parameter stack, carry out the command several times to test whether old values remain on the stack.	See the section on Troubleshooting . Clear the parameter stack; see the section on Troubleshooting .
Prompts	Test that actions are only carried out if the correct reply is given to a prompt.	Edit the Result column for the action or the Question column for the command.
Focus	Consider whether switching between levels could cause problems (e.g. when adding a dependent record).	Lock the process or give the process focus.
	Ensure that the focus is removed from a level if it is set.	Remove the focus.
Data	Ensure that you are not treating data in the workflow differently from in the rest of Aurea CRM.	Configure the rights settings accordingly.
Security	Start the workflow as a user (without administrator privileges) and test that it is impossible to remove links and internal codes by mistake.	Configure the rights settings accordingly.