Question

What is the Best Way to Test a Workflow that Relies on Forms?

Forms Workflow

Updated October 27, 2014

asked on October 27, 2014

We currently have a form that during it's process has a person manually downloading some files from a 3rd party site. We are working on a workflow that will replace this manual step, but need to be able to test it. Since the workflow relies on information passed to workflow from the form, what is the best way to test this process since we do not want to change the Forms process until we know it is ready?

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Replies

replied on October 27, 2014

You could make a similar form, submit it once, then set the workflow to use that specific instance for Retrieve Form Data. Or you could create input parameters in your Workflow definition and hard code them to the expected values from Forms.

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replied on October 27, 2014

Are there plans when clicking the "Run Current Workflow" button to be able to add values for variables that would normally be populated by Forms?

I ended up creating input parameters, it just makes more work having to reconfigure things.

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replied on October 27, 2014

You could use a hidden field and use a URL that filled in the hidden field. Users would never know it was there.

Heck, if you saved the right URL you could load up most all of your test data with one link.

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replied on October 27, 2014

Hi Blake,

What I normally do is add a User Task towards the end in my Forms Process Modeler with two buttons. One button routes the form to the "Save to Repository" task and then immediately after that, another User Task assigns the form back to the user for another submission (it loops). The other button is to cancel/end the process.

By inserting this "loop" in my process modeler:

I can test by re-submitting the form multiple times,
I can make changes to the form fields if I wanted to and not have to fill in the entire form each time.
I can leave my WF definition as is without the need to input/hardcode test data
You can easily and quickly remove these from the process modeler without much trouble
If it's a "live" form, you could have the process modeler "loop" the form only on condition that you're logged in with your forms admin user, or add some script that shows a hidden field/button based on your login, which then allows you to "Re-Submit" in a loop. Your end user wouldn't know the difference.

Cheers

Sheldon

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What is the Best Way to Test a Workflow that Relies on Forms?

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