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.
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