Test application changes using a test environment
Requirement
Workflows in an app have to be tested to ensure it is working as expected, before releasing the updates to users.
Use Case
An order management app contains two forms, one to store products details, and the other to store order details. A workflow is added to send SMS
messages
to customers when a new order is placed. Before publishing SMS workflow
-
related changes to users, we use
the
Environments feature to test if the SMS is being triggered as expected.
Steps to follow
Form |
Form Link Name |
Field Type |
Field Name |
Field Link Name |
Products |
Products |
Single Line |
Product Name |
Product_Name |
Currency |
Price |
Price |
||
Orders |
Orders |
Lookup (Products) |
Product |
Product |
Number |
Quantity |
Quantity |
||
Currency |
Amount |
Amount |
||
Name |
Customer Name |
Customer_Name |
||
Phone |
Customer Phone |
Customer_Phone |
Navigate to
Microservices
, and click
+ Create New
3. Click
Create
under
Connections.
4. Click
Twilio.
5. Enter a name for the connection. The connection name is used in the
send sms
workflow. To keep it simple, we
will use the same Twilio account credentials in all the environments. Click
Create And Authorize.
6. Enter the required details of your
Twilio account
from which the message will be sent, and click
Authorize.
7. Toggle
Connection Access
to
On
for the application.
8. Now
,
let's add a workflow to send SMS using the Twilio connection when customers place an order. Before that, let's add this application to Environments, so that we can test the workflow before users can use it.
9. Select the app and click
Enable
in the popup.
10. The application
will be
listed in
Environments
section. To add a workflow, edit the app by clicking
Create & Edit
under
Development.
Note: Applications are edited in the development environment only. Development environment creation may take a while based on the app's components.
We are selecting
Form Event
as "Successful form submission" because the SMS has to be triggered when an order is submitted.
12. Click
Add New Action
>
Notification
>
Send SMS
, and save details as shown below.
13. Now let's publish the changes to Stage environment where we can test if the SMS is being triggered as expected.
Navigate to
Environments
, and click
Publish to stage
.
14. Select the app and click
Proceed
.
15. Select all the changes and click
Proceed
.
16. Enter version details and click
Publish
.
Note: It may take a while for the app to be published to Stage environment based on the app's components.
17. Once the app is published, click
Access
under
Stage
to test the app in Stage mode.
18.
Once
testing is complete, changes can be <published to Production> for end users.
See how it works
Points to note
-
In this tutorial we have added an app to Environments after the app was created. It is possible to enable Environments during the app creation as well.
Related Links
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho CPaaS?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Understanding environments
In a nutshell Environments in Zoho Creator provide a structured platform for developing, testing, and deploying changes to the live application efficiently. It serves as an SDLC framework within Creator, enabling phased software development by ...Managing applications in the environments
What does this page cover Learn how to edit, access, view logs, and configure settings like demo users, notifications, schedules, and variables across environments. Before proceeding, make sure you have a comprehensive understanding of the ...Publishing application to stage and production environments
What does this page cover Learn how to publish applications from the development to the stage and stage to production environments after modifying the application in the development environment. Make sure you have a comprehensive understanding of the ...Understanding connections
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version In a nutshell Connection is a secure setup which handles the authorization process of connecting from Creator to other Zoho ...Managing connections
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. What does this page cover Learn to manage the connections you have created for integrating other Zoho or third-party ...
New to Zoho LandingPage?
Zoho LandingPage Resources