Difference between revisions of "Activity Tests"
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'''Action''' | '''Action''' | ||
| − | + | As DemoSalesRep1, create a task and then set the security scope option to ''Very restricted, confidential access'' | |
| − | + | ||
| + | As DemoSalesRep2 do a search for scheduled tasks | ||
'''Result''' | '''Result''' | ||
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You should no be able to view the security scope option on the task edit screen because only the task owner or the super user are allowed to change the task security scope | You should no be able to view the security scope option on the task edit screen because only the task owner or the super user are allowed to change the task security scope | ||
| + | |||
| + | '''Action''' | ||
| + | |||
| + | As DemoSalesRep3 add a task to DemoOpportunity1 and set it's security scope to ''Very restricted, confidential access'' | ||
| + | |||
| + | As DemoSalesRep2 view DemoOpportunity1 detail screen | ||
| + | |||
| + | '''Result''' | ||
| + | |||
| + | As DemoSalesRep2 you should not be able to view DemoSalesRep3 private task | ||
| + | |||
| + | |||
| + | '''Action''' | ||
| + | |||
| + | As DemoSalesRep3 edit the task added to DemoOpportunity1 and set it's security scope to ''General, public access'' | ||
| + | |||
| + | As DemoSalesRep2 view DemoOpportunity1 detail screen | ||
| + | |||
| + | '''Result''' | ||
| + | |||
| + | As DemoSalesRep2 you should now be able to view DemoSalesRep3 public task | ||
= Email Notification Tests = | = Email Notification Tests = | ||
Latest revision as of 20:37, 10 October 2007
Contents
Activity Display Tests
These are for checking if the activities are highlighted properly when they have not been viewed yet or if something about the activity has changed. These tests use the CRMSFA Activities tab. Note that the test has to be done with two users.
Display of a New Activity
Action
Create an event or task as DemoSalesManager and add DemoSalesRep1 to the task. Then log out and log back in as DemoSalesRep1. Look at list of pending activities in My Home tab.
Result
List of pending activities should have the new activity and it should be bold.
Display Changes when Activity is Viewed
Action
Click on the activity to view it. Then click on My Home tab.
Result
The activity in the list of pending activities should no longer be bold.
Display on Update Activity
Action
As DemoSalesManager, start the activity by pressing [Start]. Then log in as DemoSalesRep1.
Result
The activity should be bold again in list of pending activities.
Action
Click on the bolded activity, then go back to My Home.
Result
Activity should no longer be bold in list of pending activities.
Action
Log in as DemoSalesManager and edit the activity. Change one thing, such as the description or time. Then log in as DemoSalesRep1 and look at list of pending activities.
Result
Activity should be bold due to editing of activity.
Action
Repeat the last test a few times, each time changing a different thing about the task in the edit screen. Don't forget to view the activity each time as DemoSalesRep1 to mark it as viewed.
Result
Each field that is edited makes the pending activity bold.
Display Changes on Adding or Removing Participants
Action
- As DemoSalesRep1, ensure that the activity is viewed and is not bold.
- As DemoSalesManager, edit the activity and add another participant.
- Log back in as DemoSalesRep1 and look at list of pending activities in My Home
Result
Activity should be bold due to the adding of a participant.
Action
View the activity, then go back to My Home tab and look at the list of pending activities again.
Result
Activity is no longer bold.
Action
Now log in as DemoSalesManager and remove the participant from the activity. Log back in as DemoSalesRep1 and check the pending activities.
Result
Activity should be bold due to removal of participant
Change activity visibility (security scope)
Action
As DemoSalesRep1, create a task and then set the security scope option to Very restricted, confidential access
As DemoSalesRep2 do a search for scheduled tasks
Result
As DemoSalesRep2 you should not be able to view DemoSalesRep1 private task from the search result
Action
As DemoSalesManager (super user with CRMSFA_ACT_ADMIN privileges) do a search for scheduled tasks
Result
You should be able to view DemoSalesRep1 private task
Action
As DemoSalesRep1 edit the private task you created and set the security scope to General, public access As DemoSalesRep2 do a search for scheduled tasks
Result
You now should be able to view DemoSalesRep1 private task
Action
As DemoSalesRep2 try to edit DemoSalesRep1 private task and set the security scope to private
Result
You should no be able to view the security scope option on the task edit screen because only the task owner or the super user are allowed to change the task security scope
Action
As DemoSalesRep3 add a task to DemoOpportunity1 and set it's security scope to Very restricted, confidential access
As DemoSalesRep2 view DemoOpportunity1 detail screen
Result
As DemoSalesRep2 you should not be able to view DemoSalesRep3 private task
Action
As DemoSalesRep3 edit the task added to DemoOpportunity1 and set it's security scope to General, public access
As DemoSalesRep2 view DemoOpportunity1 detail screen
Result
As DemoSalesRep2 you should now be able to view DemoSalesRep3 public task
Email Notification Tests
Action
Assign or unassign parties such as DemoSalesManager, DemoSalesRep1 from an event or a task as above.
Result
An email should be sent each time someone is added or removed from an event or a task. This should be displayed in the log file.
