Flow Basic regression testing Data approval

Testing Data approval prototype

Currently we have two data approval types in place, ordered and unordered. Only the ordered one is fully supported and thus when testing only focus on the ordered one.

Creating a data approval group

1. Go to Data tab in dashboard - check new subtab is shown - Data approval
2. Click on Data approval subtab - check that you see a list of existing workflows (or an empty list if none are created yet) with 3 columns (Name, Type, two action links - edit and delete) and that you have the button Add approval group available
3. Click on Add approval group and the editing window should open with Name, Approval type, Steps, + Add step, cancel and save
4. Add name "cancel test" and hit Cancel > you are brought back to the list of existing approval groups and the Cancel test approval group does NOT exist
5. Create a new approval group - Name: release version-ordered; type: ordered with 5 steps and save > you are brought back to the list and the new group is shown in the list in alphabetical order
6. Click on edit of the new group and check all settings are still the same, all 5 steps are shown and in the proper order; click cancel that will bring you back to the list
7. SKIP NOW: Create a new group - Name: release version-unordered; type: unordered with 3 steps and save. The 1st step you create should indicate that it is the 'default step'
8. SKIP NOW: Repeat step 6 for the unordered group
9. Create a third new approval group - Name: to delete, type - ordered with 2 steps > save
10. Open the "to delete" approval group again, delete the 2nd step and add it a new one with a different name. Save and check all changes are save.
11. In the list click on delete for the 'to delete' group > group is deleted and not in the list anymore
12. Refresh Flow dashboard and cross check that the deleted group is still deleted, that the ordered and unordered groups have all settings still properly set

Adding an ordered approval group to a survey

To run this test you need to have a few test user accounts in place.

1. Open a survey on the dashboard
2. Go to Survey basics > Advanced Settings - you should see two unchecked boxes, one for enabling monitoring and one for enabling data approval
3. Enable monitoring on the survey if it is not monitored (you should select a survey that has some data already collected)
4. Check the Save button is now enabled as well - is blue again and not grey
5. Select Enable data approval > a dropdown with the list of existing approval groups show, with the new ones you have created
6. Select release version - ordered group and click on Show approval
7. All step are shown in proper order, the type is indicated correctly as well
8. Click on the user icon for a step
9. You receive a list of users to select from (users who have view data permission for this survey)
10. Select one or multiple user per step > user is assigned to the step. (Make sure you assign test users you have access to to cross check if assignment logic works when executing the approval)
11. Save changes for the survey
12. refresh the dashboard, open the survey again and cross check all changes are saved properly
13. Open another survey and repeat the above steps, make sure that you can add everything differently for the same approval group but for a different survey
14. Open and 3rd survey and repeat steps: Add an ordered approval group. Do not assign users to this approval group