Communication Workflows (UX03US04)
Communication Workflows - Comprehensive Test Cases
Test Scenario Summary
Functional test Scenarios Covered:
- Workflow Creation Flow - Complete 3-step wizard process
- Workflow Management - View, Edit, Delete, Filter workflows
- Communication Actions - Multi-channel message configuration
- Trigger Configuration - Time-based and Event-based triggers
- Workflow Execution - Automated workflow processing
Non-Functional test scenarios
- Performance Monitoring - History and analytics tracking
- Integration Points - External system dependencies
- Security & Access Control - Role-based permissions
- Data Validation - Input validation and error handling
- Cross-Platform Compatibility - Browser and device testing
FUNCTIONAL TEST CASES
Test Suite: Workflow Creation
Test Case 1: Create New Workflow - Happy Path
Test Case ID: UX03US04_TC_001
Title: Successfully create a new communication workflow with all required fields
Priority: P1-Critical
Test Type: Functional
Module: Communication Workflows
Tags: MOD-Workflows, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Low, Business-Critical, Revenue-Impact-High
Business Context:
- Customer_Segment: All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: No
- SLA_Related: Yes
Quality Metrics:
- Risk_Level: Low
- Complexity_Level: Medium
- Expected_Execution_Time: 5 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: Critical
Prerequisites:
- User logged in as Utility Admin
- Browser: Chrome 115+
- Environment: Staging
- Test data: Valid workflow configuration data
- Required permissions: Workflow creation access
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to Communication Workflows page | Workflows page loads with Active tab selected | N/A | Verify page header and navigation |
2 | Click "New Workflow" button | Create New Workflow modal opens with Details step active | N/A | Modal should show 3-step wizard |
3 | Enter Workflow Name | Field accepts input, no validation errors | "Customer Onboarding Sequence" | Min 3 characters required |
4 | Enter Description | Field accepts input, character count updates | "Automated welcome messages for new customers" | Min 5 characters required |
5 | Select Audience Type | Dropdown shows Consumer, Technician, Business User options | Select "Consumer" | Single selection required |
6 | Select Target List (optional) | Dropdown shows available lists | Select "New Customers" | Optional field |
7 | Click "Next" button | Navigate to Trigger step, step 2 becomes active | N/A | Button enabled only when required fields filled |
8 | Select "Event-Based" trigger type | Event-Based option selected, Event Type dropdown appears | N/A | Radio button selection |
9 | Select Event Type | Dropdown shows system events | Select "NSC-Created" | System event selection |
10 | Click "Next" button | Navigate to Actions step, step 3 becomes active | N/A | Trigger configuration saved |
11 | Click "Add First Action" | Communication channel selection appears | N/A | Action configuration panel opens |
12 | Select Email channel | Email selected, message source options appear | N/A | Channel-specific options displayed |
13 | Click "Create New Message" | Message composition fields appear | N/A | Toggle between template/new message |
14 | Enter email subject | Subject field accepts input | "Welcome to UtilityConnect!" | Required field for email |
15 | Enter email content | Message body accepts rich text input | "Dear [Customer.FirstName], Welcome to our service..." | Support for variables/placeholders |
16 | Click "Add Action" | Action added to workflow, action summary displayed | N/A | Action configuration saved |
17 | Click "Create Workflow" | Workflow created successfully, redirect to workflows list | N/A | Success confirmation message |
18 | Verify workflow in Active tab | New workflow appears in Active workflows list with correct details | N/A | Status should be "Active" |
Verification Points:
- Primary_Verification: Workflow appears in Active tab with correct configuration
- Secondary_Verifications: All entered data preserved, workflow metrics initialized (0 triggered, 0 completed)
- Negative_Verification: Workflow does not appear in Draft or History tabs
Test Case 2: Create Workflow with Time-Based Trigger
Test Case ID: UX03US04_TC_002
Title: Create workflow with specific date/time trigger configuration
Priority: P1-Critical
Test Type: Functional
Module: Communication Workflows
Tags: MOD-Workflows, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-High
Business Context:
- Customer_Segment: All
- Revenue_Impact: Medium
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: No
- SLA_Related: Yes
Prerequisites:
- User logged in as Customer Service Manager
- Valid workflow details configured in previous steps
- Future date/time available for selection
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to the Workflows section | Workflows page loads with Active tab selected | N/A | Verify page header and navigation |
2 | Click "New Workflow" button | Create New Workflow modal opens with Details step active | N/A | Modal should show 3-step wizard |
3 | Name the workflow | Field accepts input, no validation errors | "Reengagement Campaign" | Min 3 characters required |
4 | Provide a description | Field accepts input, character count updates | "Re-engage users who haven't logged in for 30+ days" | Min 5 characters required |
5 | Select "Consumer" as the audience type | Dropdown shows Consumer option selected | Select "Consumer" | Single selection required |
6 | Select Target List (optional) | Dropdown shows available consumer lists | Select "Inactive Users" | Optional field for targeting |
7 | Click "Next" to configure the trigger | Navigate to Trigger step, step 2 becomes active | N/A | Button enabled when required fields filled |
8 | Select "Time-Based" trigger type | Time-Based option selected, sub-options appear | N/A | Radio button selection |
9 | Select "Specific Date and Time" | Date and Time input fields appear | N/A | Sub-option for time-based trigger |
10 | Set start date for the campaign | Date picker opens, future date selectable | Tomorrow's date | Must be future date |
11 | Set time for the campaign | Time picker allows time selection | "10:00:00" | 24-hour format support |
12 | Click "Next" to configure communications | Navigate to Actions step with trigger saved | N/A | Time-based trigger configuration saved |
13 | Add email action as the first step | Click "Add First Action", select Email channel | N/A | First communication step |
14 | Create compelling re-engagement content | Email composer with subject and body fields | N/A | Message creation mode |
15 | Enter email subject | Subject field accepts input | "We Miss You - Come Back for Exclusive Offers!" | Compelling re-engagement subject |
16 | Enter email content | Message body accepts rich text input | "Dear [Customer.FirstName], We've noticed you haven't logged in for 30+ days. Here's what you've missed and a special offer to welcome you back..." | Rich text with personalization |
17 | Click "Add Action" | Email action added to workflow | N/A | First action configured |
18 | Add an SMS follow-up action | Click "Add Action", select SMS channel | N/A | Multi-channel approach |
19 | Set timing for SMS | Configure delay after email | "2 days" | Follow-up timing |
20 | Create SMS content | SMS message field with character counter | "UtilityConnect: We miss you! Check your email for exclusive offers. Reply STOP to opt out." | 160 character SMS limit |
21 | Click "Add Action" | SMS action added to sequence | N/A | Second action configured |
22 | Review and create the workflow | Click "Create Workflow" | N/A | Complete workflow creation |
23 | Verify workflow creation | Workflow created with time-based trigger | N/A | Success confirmation |
24 | Monitor performance readiness | Workflow appears in Active tab for performance assessment | N/A | Ready for effectiveness monitoring |
Verification Points:
- Primary_Verification: Re-engagement workflow created with correct time-based trigger configuration for specific date/time
- Secondary_Verifications: Consumer audience selected, multi-channel actions (Email + SMS) configured, timing delays set properly
- Negative_Verification: Past date/time not selectable, workflow ready for performance monitoring
Test Case 3: Create Workflow with Recurring Event Trigger
Test Case ID: UX03US04_TC_003
Title: Configure workflow with recurring event trigger and frequency settings
Priority: P2-High
Test Type: Functional
Module: Communication Workflows
Tags: MOD-Workflows, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-High
Prerequisites:
- User logged in as Billing Manager
- Valid workflow details configured
- Event type selection available
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to Communication Workflows page | Workflows page loads with Active tab selected | N/A | Verify page header and navigation |
2 | Click "New Workflow" button | Create New Workflow modal opens with Details step active | N/A | Modal should show 3-step wizard |
3 | Enter Workflow Name | Field accepts input, no validation errors | "Payment Due Reminder" | Min 3 characters required |
4 | Enter Description | Field accepts input, character count updates | "Automated payment reminders for utility bills" | Min 5 characters required |
5 | Select Audience Type | Dropdown shows Consumer, Technician, Business User options | Select "Consumer" | Single selection required |
6 | Select Target List (optional) | Dropdown shows available lists | Select "High Usage Consumers" | Optional field |
7 | Click "Next" button | Navigate to Trigger step, step 2 becomes active | N/A | Button enabled when required fields filled |
8 | Select "Time-Based" trigger type | Time-Based option selected | N/A | Primary trigger type |
9 | Select "Recurring Event" | Recurring event configuration fields appear | N/A | Sub-option selection |
10 | Select Event Type | Dropdown shows available events | "Bill Generated" | System event for recurrence |
11 | Set Recurrence Frequency | Enter numeric value | "3" | Frequency interval |
12 | Select Time Unit | Dropdown shows Days/Hours/Weeks | "Days" | Time unit for frequency |
13 | Select Start Date | Date picker for recurrence start | Tomorrow's date | Recurrence beginning |
14 | Set Time | Time picker for daily execution | "10:00:00" | Specific time for recurrence |
15 | Click "Next" | Navigate to Actions with recurring trigger saved | N/A | Configuration validated |
16 | Click "Add First Action" | Communication channel selection appears | N/A | Action configuration starts |
17 | Select SMS channel | SMS selected, character limit shown (160) | N/A | Channel-specific constraints |
18 | Click "Use Template" | Available templates dropdown | N/A | Message composition |
19 | Select sms dropdown | Template selected | "UtilityConnect: Your bill of $[Bill.Amount] is due on [Bill.DueDate]. Please pay to avoid service interruption." | 160 character limit, variables supported |
20 | Click "Add Action" | SMS action added to workflow sequence | N/A | Action configuration saved |
21 | Click "Create Workflow" | Workflow created with recurring trigger | N/A | Success confirmation |
22 | Verify recurrence details | Workflow shows "Time-Based Trigger" with frequency | N/A | Recurrence configuration visible |
Verification Points:
- Primary_Verification: Recurring trigger configured correctly with 3-day frequency for bill generation events
- Secondary_Verifications: Start date and time saved, SMS content with bill variables configured
- Negative_Verification: Invalid frequency values rejected, past start dates not selectable
Test Case 4: Add Multiple Communication Channels
Test Case ID: UX03US04_TC_004
Title: Configure workflow with multiple communication channels (Email + SMS + WhatsApp)
Priority: P1-Critical
Test Type: Functional
Module: Communication Actions
Tags: MOD-Actions, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-Critical
Business Context:
- Customer_Segment: Enterprise
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics:
- Risk_Level: Medium
- Complexity_Level: High
- Expected_Execution_Time: 8 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: Critical
Prerequisites:
- User logged in as Customer Service Manager
- Browser: Chrome 115+
- Environment: Staging
- Workflow Details and Trigger already configured for "Multi-Channel Customer Outreach"
- Multiple channel templates available
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to Actions step | Communication Actions page displays "No Actions Added Yet" | N/A | Ready for action configuration |
2 | Click "Add First Action" | Communication channel selection appears | N/A | Action configuration starts |
3 | Select Email channel | Email selected, message configuration appears | N/A | First channel selection |
4 | Click "Create New Message" | Email composer with subject and body fields | N/A | Message creation mode |
5 | Enter CC field | CC field accepts email input | "manager@utilityconnect.com" | Additional recipient configuration |
6 | Enter email subject | Subject field accepts input | "Welcome to UtilityConnect - Your Service is Ready!" | Email subject line |
7 | Enter email content | Message body accepts rich text input | "Dear [Customer.FirstName], Welcome to UtilityConnect! Your service connection has been successfully created. Here's what to expect next..." | Rich text with variables |
8 | Set timing | Select "Immediately" | N/A | No delay for first action |
9 | Click "Add Action" | Email action added, option to add another action appears | N/A | Sequential action setup |
10 | Click "Add Action" button | Second action configuration opens | N/A | Multiple actions supported |
11 | Select SMS channel | SMS selected, character limit shown (160) | N/A | Channel-specific constraints |
12 | Click "Create New Message" | SMS message field with character counter | N/A | SMS message creation |
13 | Enter SMS content | SMS message field accepts input | "UtilityConnect: Welcome! Your service is active. Check your email for details. Reply HELP for assistance." | 160 character limit enforced |
14 | Set timing | Select "After previous action", set delay | "2 days" | Delay between actions |
15 | Click "Add Action" | SMS action added to sequence | N/A | Second action configured |
16 | Click "Add Action" button | Third action configuration opens | N/A | Support for multiple actions |
17 | Select WhatsApp channel | WhatsApp notification selected | N/A | Third channel type |
18 | Click "Create New Message" | WhatsApp message field appears | N/A | WhatsApp message creation |
19 | Enter WhatsApp content | WhatsApp message field accepts input | "Welcome to UtilityConnect! 🎉 Your service connection is now active. We're here to help you get the most out of your utility services. Feel free to reach out with any questions!" | WhatsApp specific formatting (1024 char limit) |
20 | Set timing | Configure delay after SMS | "1 day" | Sequential timing |
21 | Click "Add Action" | All three actions configured in sequence | N/A | Multi-channel workflow complete |
22 | Review action sequence | Actions display: 1 email (immediate), 1 SMS (2 days), 1 WhatsApp (1 day) | N/A | Sequence validation |
23 | Click "Create Workflow" | Workflow created with multi-channel actions | N/A | Complete workflow creation |
24 | Verify workflow in Active tab | New workflow appears in Active workflows list | N/A | Workflow successfully created |
25 | Verify workflow card details | Shows "3 actions", "Consumers", "1 email, 1 sms, 1 WhatsApp" | N/A | Multi-channel summary displayed |
Verification Points:
- Primary_Verification: All three communication channels configured correctly in sequence with proper timing delays
- Secondary_Verifications: CC field configured for email, character limits enforced for SMS, WhatsApp message, timing delays set properly between actions
- Negative_Verification: Maximum action limit (10) enforced, invalid timing configurations rejected
Test Case 5: Use Template for Message Creation
Test Case ID: UX03US04_TC_005
Title: Configure communication action using existing template
Priority: P2-High
Test Type: Functional
Module: Template Integration
Tags: MOD-Templates, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Low, Business-High
Prerequisites:
- Existing email templates available in system
- At Actions step of workflow creation
- Template library populated with test templates
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Click "Add First Action" | Communication channel selection appears | N/A | Start action configuration |
2 | Select Email channel | Email configuration options appear | N/A | Channel selection |
3 | Click "Use Template" tab | Template selection interface appears | N/A | Toggle from "Create New Message" |
4 | Browse available templates | List of email templates displayed with previews | N/A | Template library access |
5 | Select template | Template "Welcome Email v2" highlighted | "Welcome Email v2" | Template selection |
6 | Preview template | Template preview shows content and variables | N/A | Template preview functionality |
7 | Verify template variables | Variables like [Customer.FirstName] visible | N/A | Variable placeholder support |
8 | Click "Add Action" | Template-based action added to workflow | N/A | Template integration complete |
9 | Verify action summary | Action shows template name and preview | N/A | Template reference maintained |
10 | Complete workflow creation | Workflow created using template-based action | N/A | End-to-end template usage |
Verification Points:
- Primary_Verification: Template successfully integrated into workflow action
- Secondary_Verifications: Template variables preserved, template name referenced correctly
- Negative_Verification: Deleted templates not available for selection
Test Case 6: Edit Existing Workflow
Test Case ID: UX03US04_TC_006
Title: Edit existing workflow configuration through edit interface
Priority: P1-Critical
Test Type: Functional
Module: Workflow Management
Tags: MOD-Management, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical
Prerequisites:
- Existing active workflow "Monthly Energy Usage Report"
- User has edit permissions
- Workflow edit interface accessible
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to Active workflows tab | Active workflows displayed | N/A | Workflow list view |
2 | Locate workflow to edit | "Monthly Energy Usage Report" workflow visible | N/A | Target workflow identification |
3 | Click edit icon (pencil) | Redirect to edit workflow page | N/A | Edit action trigger |
4 | Verify edit interface | Edit page opens with Details, Trigger, Actions, Preview tabs | N/A | Tab-based edit interface |
5 | Navigate to Details tab | Workflow details displayed in read-only format | N/A | Details view in edit mode |
6 | Navigate to Trigger tab | Current trigger configuration shown (Time-Based, Recurring) | N/A | Trigger modification interface |
7 | Modify trigger settings | Change from Monthly to Weekly frequency | Select "Weekly" | Trigger frequency modification |
8 | Set new execution time | Configure new execution schedule | "Every Monday 8:00 AM" | New timing configuration |
9 | Navigate to Actions tab | Current actions listed with edit options | N/A | Actions management interface |
10 | Edit existing email action | Modify email subject and content | New subject: "Weekly Energy Update!" | Content modification |
11 | Add CC/BCC fields | Configure additional email recipients | CC: "billing@utility.com" | Enhanced email options |
12 | Navigate to Preview tab | Updated workflow preview displayed | N/A | Changes preview |
13 | Click "Save Changes" | Changes saved successfully, redirect to workflows list | N/A | Save modifications |
14 | Verify updated workflow | Workflow shows updated trigger type and modification timestamp | N/A | Changes persisted |
Verification Points:
- Primary_Verification: Workflow modifications saved and reflected in workflow list
- Secondary_Verifications: Trigger frequency changed from Monthly to Weekly, email content updated, CC/BCC configured
- Negative_Verification: Original monthly configuration no longer active
Test Case 7: Filter Workflows by Status
Test Case ID: UX03US04_TC_007
Title: Filter workflows using status tabs (Active, Drafts, History)
Priority: P2-High
Test Type: Functional
Module: Workflow Management
Tags: MOD-Management, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Low, Business-Medium
Prerequisites:
- Workflows exist in different states (Active, Draft, Completed)
- Multiple workflows for filtering
- All workflow states represented in test data
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to Communication Workflows page | Page loads with Active tab selected by default | N/A | Default filter state |
2 | Click "Drafts" tab | Tab switches to Drafts, URL updates | N/A | Tab navigation |
3 | Verify Drafts content | Only draft workflows displayed | N/A | Draft status filter |
4 | Verify draft workflow indicators | Draft workflows show "Draft" status badge | N/A | Status visualization |
5 | Click "All Workflows" tab | All workflows displayed regardless of status | N/A | No status filtering |
6 | Verify combined view | Active + Draft + other statuses visible | N/A | Comprehensive view |
7 | Click "History" tab | Completed/failed workflows displayed | N/A | Historical data view |
8 | Verify history content | Only executed workflows with completion status | N/A | Execution history |
Verification Points:
- Primary_Verification: Status filters work correctly, showing appropriate workflows
- Secondary_Verifications: Tab selection persists, workflow counts accurate per filter
- Negative_Verification: Workflows don't appear in incorrect status tabs
Test Case 8: Search Workflows by Name
Test Case ID: UX03US04_TC_008
Title: Search for specific workflows using search functionality
Priority: P2-High
Test Type: Functional
Module: Search & Navigation
Tags: MOD-Search, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Low, Business-Medium
Prerequisites:
- Multiple workflows with different names exist
- Search functionality available on workflows page
- Test workflows: "Customer Welcome", "Payment Reminder", "Service Update"
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to workflows page | Workflows page loads with search box visible | N/A | Search interface availability |
2 | Click in search box | Search field active, cursor positioned | N/A | Search interaction |
3 | Enter partial workflow name | Search results filter in real-time | "Welcome" | Partial match search |
4 | Verify search results | Only workflows containing "Welcome" displayed | N/A | Filtered results |
5 | Clear search field | All workflows displayed again | N/A | Search reset |
6 | Search for exact workflow name | Exact match displayed | "Payment Reminder" | Exact match functionality |
7 | Verify single result | Only "Payment Reminder" workflow shown | N/A | Precise filtering |
8 | Search for non-existent workflow | No results displayed, appropriate message shown | "NonExistent" | No results handling |
9 | Verify empty state | "No workflows found" message or similar | N/A | Empty state messaging |
10 | Search with special characters | Search handles special characters appropriately | "Service-Update" | Special character support |
Verification Points:
- Primary_Verification: Search functionality returns correct results based on workflow names
- Secondary_Verifications: Real-time filtering works, empty states handled properly
- Negative_Verification: Search doesn't return irrelevant results
Test Suite: Workflow Execution & History
Test Case 9: View Workflow Execution History
Test Case ID: UX03US04_TC_009
Title: View detailed execution history for completed workflows
Priority: P1-Critical
Test Type: Functional
Module: Execution History
Tags: MOD-History, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Low, Business-High
Prerequisites:
- Workflows have been executed with various outcomes
- History data available for display
- Both successful and failed executions exist
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to Communication Workflows page | Workflows page loads | N/A | Base navigation |
2 | Click "History" tab | History view opens showing execution records | N/A | History tab access |
3 | Verify history layout | Execution records displayed with expandable sections | N/A | History interface structure |
4 | Locate completed workflow execution | "New Customer Welcome" with "Completed" status visible | N/A | Find successful execution |
5 | Expand completed execution | Detailed execution information displayed | N/A | Expandable detail view |
6 | Verify execution details | Recipients count, start/completion times, status shown | Recipients: 142, Start: 11/20/2023 10:30:00 AM | Execution metadata |
7 | Review message delivery details | Individual message statuses (Email: Delivered, SMS: Delivered) | N/A | Per-message status tracking |
8 | Locate failed workflow execution | "New Customer Welcome" with "Failed" status visible | N/A | Find failed execution |
9 | Expand failed execution | Failure details and error information displayed | N/A | Error information access |
10 | Verify failure details | Specific error messages and failed message details shown | Error: "Invalid email address" | Error reporting detail |
11 | Check in-progress execution | "Reengagement Campaign" with "In-Progress" status | N/A | Active execution monitoring |
12 | Verify progress indicators | Progress status and completion percentage if available | N/A | Progress tracking |
Verification Points:
- Primary_Verification: Execution history displays comprehensive details for all workflow runs
- Secondary_Verifications: Success/failure statuses accurate, timing information correct, individual message statuses tracked
- Negative_Verification: No unauthorized access to execution data
Test Case 10: Workflow Performance Metrics
Test Case ID: UX03US04_TC_010
Title: Verify workflow performance metrics calculation and display
Priority: P1-Critical
Test Type: Functional
Module: Performance Analytics
Tags: MOD-Analytics, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical
Prerequisites:
- Workflows with execution history
- Performance data available for calculation
- Various success/failure scenarios executed
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to All workflows | All workflows displayed with performance metrics | N/A | Metrics visibility |
2 | Locate workflow with execution history | "New Customer Welcome" workflow card visible | N/A | Target workflow identification |
3 | Verify triggered count | Number of times workflow was triggered displayed | Triggered: 245 | Trigger event count |
4 | Verify completed count | Number of successful completions shown | Completed: 240 | Success count |
5 | Verify success rate calculation | Success rate percentage calculated correctly | Success Rate: 98.0% | (240/245) * 100 |
6 | Check workflow with different metrics | "Product Update Announcement" with different performance | Triggered: 8560, Completed: 8500, Success Rate: 99.3% | Alternate performance data |
7 | Verify draft workflow metrics | Draft workflows show zero or N/A for metrics | Triggered: 0, Completed: 0, Success Rate: 0% | Draft state handling |
8 | Navigate to workflow edit page | Access detailed performance metrics | N/A | Detailed metrics view |
9 | Verify detailed performance section | Extended metrics including failed count displayed | Failed: 5 times | Additional metric details |
Verification Points:
- Primary_Verification: Performance metrics calculated correctly and displayed accurately
- Secondary_Verifications: Success rates match manual calculations, metrics update with new executions
- Negative_Verification: Metrics don't show inflated or incorrect numbers
Test Suite: Data Validation & Error Handling
Test Case 11: Workflow Name Validation
Test Case ID: UX03US04_TC_011
Title: Validate workflow name field requirements and error handling
Priority: P2-High
Test Type: Functional
Module: Data Validation
Tags: MOD-Validation, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Low, Business-Medium
Prerequisites:
- Create workflow page accessible
- Various invalid input scenarios prepared
- Validation rules: minimum 3 characters, unique names
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to Create New Workflow | Workflow creation modal opens | N/A | Start workflow creation |
2 | Leave workflow name empty | Field shows as required, Next button disabled | "" (empty) | Required field validation |
3 | Enter 1 character | Validation error: "Name must be at least 3 characters" | "A" | Minimum length validation |
4 | Enter 2 characters | Same validation error persists | "AB" | Continued minimum length check |
5 | Enter exactly 3 characters | Validation passes, no error message | "ABC" | Minimum threshold acceptance |
6 | Enter existing workflow name | Error: "Workflow name already exists" | "New Customer Welcome" | Uniqueness validation |
7 | Enter special characters | Name accepted with special characters | "Test-Workflow_2024" | Special character support |
8 | Enter very long name | Field handles long names appropriately | 255 character string | Maximum length handling |
9 | Enter name with spaces | Leading/trailing spaces handled correctly | " Valid Name " | Space trimming |
10 | Enter valid unique name | Validation passes, Next button enabled | "Test Workflow 2024" | Successful validation |
Verification Points:
- Primary_Verification: All validation rules enforced correctly
- Secondary_Verifications: Error messages clear and helpful, field validation real-time
- Negative_Verification: Invalid names rejected, duplicate names prevented
Test Case 12: Message Content Character Limits
Test Case ID: UX03US04_TC_012
Title: Validate character limits for different communication channels
Priority: P2-High
Test Type: Functional
Module: Channel Validation
Tags: MOD-Validation, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-Medium
Prerequisites:
- At Actions step of workflow creation
- Different communication channels available
- Character limit test strings prepared
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Select SMS channel | SMS configuration appears with character counter | N/A | SMS channel selection |
2 | Enter text up to limit | Character counter shows remaining characters | character string(to be discussed) | Within SMS limit |
3 | Verify character counter | Counter shows "0 characters remaining" | N/A | Accurate character counting |
4 | Attempt to exceed limit | Additional characters prevented or warning shown | 161+ character string | Limit enforcement |
5 | Switch to Email channel | No character limit warning for email | N/A | Channel-specific rules |
6 | Enter long email content | Email accepts extended content without restrictions | 2000+ character string | Email length flexibility |
9 | Switch to WhatsApp channel | WhatsApp-specific character limit applied | N/A | WhatsApp channel rules |
10 | Verify WhatsApp limit | Character limit appropriate for WhatsApp (1024 characters) | 1024+ character string | WhatsApp constraint validation |
Verification Points:
- Primary_Verification: Character limits enforced correctly for each communication channel
- Secondary_Verifications: Character counters accurate, appropriate limits per channel
- Negative_Verification: Limits not applied to channels that shouldn't have them
Test Suite: Cross-Platform Compatibility
Test Case 13: Browser Compatibility Testing
Test Case ID: UX03US04_TC_013
Title: Verify workflow creation functionality across different browsers
Priority: P2-High
Test Type: Compatibility
Module: Cross-Browser
Tags: MOD-Compatibility, P2-High, Phase-Regression, Type-Compatibility, Platform-Web, Report-QA, Customer-All, Risk-Medium, Business-Medium
Prerequisites:
- Access to Chrome 115+, Firefox 110+, Safari 16+, Edge Latest
- Same test data across all browsers
- Consistent test environment
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Open Chrome browser | Navigate to workflows page successfully | N/A | Chrome compatibility |
2 | Execute Test Case 1 in Chrome | Complete workflow creation without issues | Standard test data | Chrome functionality |
3 | Verify UI elements in Chrome | All buttons, forms, and modals render correctly | N/A | Chrome UI consistency |
4 | Open Firefox browser | Navigate to same workflows page | N/A | Firefox compatibility |
5 | Execute Test Case 1 in Firefox | Complete workflow creation successfully | Same test data | Firefox functionality |
6 | Compare Firefox UI | UI elements consistent with Chrome version | N/A | Cross-browser UI consistency |
7 | Open Safari browser | Access workflows functionality | N/A | Safari compatibility |
8 | Test workflow creation in Safari | All features work as expected | Same test data | Safari functionality |
9 | Verify Safari-specific elements | Date/time pickers, dropdowns work correctly | N/A | Safari UI components |
10 | Open Edge browser | Complete workflow creation process | N/A | Edge compatibility |
11 | Test all major features in Edge | Create, edit, view workflows successfully | Same test data | Edge functionality |
12 | Document any browser differences | Note any browser-specific behaviors | N/A | Compatibility documentation |
Verification Points:
- Primary_Verification: Core functionality works consistently across all supported browsers
- Secondary_Verifications: UI renders correctly, JavaScript functions properly, form submissions work
- Negative_Verification: No browser-specific errors or functionality degradation
Test Case 14: Page Load Performance
Test Case ID: UX03US04_TC_014
Title: Verify workflow page load times meet performance requirements
Priority: P2-High
Test Type: Performance
Module: Page Performance
Tags: MOD-Performance, P2-High, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-High
Prerequisites:
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Clear browser cache | Cache cleared, fresh page load | N/A | Baseline conditions |
2 | Navigate to workflows page | Measure initial page load time | N/A | First load performance |
3 | Record load time | Page loads within 3 seconds | Target: < 3 seconds | Performance requirement |
4 | Load page with many workflows | Performance with large dataset | 100+ workflows | Scalability testing |
5 | Measure filtering performance | Status tab switching response time | N/A | Filter performance |
6 | Test search performance | Search results appear within 1sec | N/A | Search responsiveness |
7 | Measure workflow creation modal | Modal opens within 1 second | N/A | Modal performance |
8 | Test form submission performance | Workflow creation completion time | N/A | Form processing speed |
9 | Monitor memory usage | Page doesn't cause memory leaks | N/A | Memory performance |
10 | Test concurrent user simulation | Performance under multiple users | 10 concurrent users | Load testing |
Verification Points:
- Primary_Verification: All page interactions meet defined performance thresholds
- Secondary_Verifications: No performance degradation with large datasets, memory usage stable
- Negative_Verification: No timeouts or performance errors under normal load
Test Case 16: API Response Time Testing
Test Case ID: UX03US04_TC_016
Title: Verify API response times for workflow operations
Priority: P1-Critical
Test Type: Performance
Module: API Performance
Tags: MOD-API, P1-Critical, Phase-Performance, Type-Performance, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical
Prerequisites:
- API endpoints accessible for testing
- Performance monitoring tools available
- Baseline: API responses < 500ms for critical operations
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Test GET /workflows API | Retrieve workflows list within 1sec | N/A | Read operation performance |
2 | Test POST /workflows API | Create workflow within 1sec | Valid workflow data | Write operation performance |
3 | Test PUT /workflows/{id} API | Update workflow within 1sec | Modified workflow data | Update operation performance |
4 | Test GET /workflows/{id}/history | Execution history within 1sec | N/A | History retrieval performance |
5 | Test workflow execution trigger | Trigger processing within 1sec | N/A | Trigger response time |
6 | Load test with multiple requests | API maintains performance under load | 50 concurrent requests | API load testing |
7 | Test database query performance | Complex queries complete efficiently | N/A | Database performance |
8 | Monitor API error rates | Error rate stays below 1% | N/A | API reliability |
9 | Test peak usage scenarios | Performance during high usage periods | N/A | Peak load handling |
10 | Verify response consistency | Response times consistent across calls | N/A | Performance stability |
Verification Points:
- Primary_Verification: All API operations meet defined response time requirements
- Secondary_Verifications: Performance consistent under load, error rates acceptable
- Negative_Verification: No API timeouts or failures under normal conditions
Test Suite: Security Testing
Test Case 17: Role-Based Access Control
Test Case ID: UX03US04_TC_017
Title: Verify proper access control for workflow operations based on user roles
Priority: P1-Critical
Test Type: Security
Module: Access Control
Tags: MOD-Security, P1-Critical, Phase-Security, Type-Security, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical
Prerequisites:
- Different user roles configured: Utility Admin, Customer Service Manager, Billing Manager, Meter Manager
- Role-based permission matrix defined
- Test users for each role available
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Login as Utility Admin | Full access to all workflow features | Admin credentials | Highest privilege level |
2 | Verify admin workflow access | Can create, edit, delete all workflows | N/A | Admin permissions |
3 | Test admin-only features | Access to system-wide workflow settings | N/A | Admin-exclusive functions |
4 | Login as Customer Service Manager | Limited access based on role | CSM credentials | Role-specific access |
5 | Verify CSM permissions | Can create customer-facing workflows only | N/A | Role-based restrictions |
6 | Test CSM restrictions | Cannot access admin-only features | N/A | Permission boundaries |
7 | Login as Billing Manager | Access to billing-related workflows | Billing Manager credentials | Department-specific access |
8 | Verify billing permissions | Can create payment/billing workflows | N/A | Domain-specific permissions |
9 | Test cross-department access | Cannot modify non-billing workflows | N/A | Department isolation |
10 | Login as Meter Manager | Access to field operations workflows | Meter Manager credentials | Field operations access |
11 | Verify meter manager scope | Limited to meter/field-related workflows | N/A | Scope-based permissions |
12 | Test unauthorized access attempts | Proper error messages for denied access | N/A | Access denial handling |
Verification Points:
- Primary_Verification: Each role has appropriate access levels, no unauthorized access possible
- Secondary_Verifications: Permission boundaries enforced, proper error handling for denied access
- Negative_Verification: Users cannot access functions outside their role permissions
Test Suite: Integration Testing
Test Case 19: External System Integration
Test Case ID: UX03US04_TC_019
Title: Verify integration with external systems for event triggers and notifications
Priority: P1-Critical
Test Type: Integration
Module: System Integration
Tags: MOD-Integration, P1-Critical, Phase-Integration, Type-Integration, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical
Prerequisites:
- External systems available: CRM, Billing System, Meter Management System
- Integration endpoints configured
- Test data synchronized across systems
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Create event-based workflow | Workflow configured for NSC-Created event | N/A | Event trigger setup |
2 | Trigger NSC-Created in CRM | External system generates service connection event | New customer: John Doe | External event generation |
3 | Verify workflow activation | Workflow triggered by external event | N/A | Event integration |
4 | Monitor workflow execution | Workflow processes customer data from CRM | Customer data: John Doe details | Data flow integration |
5 | Test billing system integration | Workflow triggered by payment due event | N/A | Billing system connectivity |
6 | Verify meter system integration | Field completion events trigger workflows | Meter installation complete | Meter system integration |
7 | Test notification delivery | Messages sent through integrated channels | N/A | Notification system integration |
8 | Verify data synchronization | Customer data consistent across systems | N/A | Data consistency |
9 | Test error handling | Integration failures handled gracefully | N/A | Integration resilience |
10 | Monitor integration performance | Integration operations within SLA | N/A | Integration performance |
Verification Points:
- Primary_Verification: All external system integrations function correctly
- Secondary_Verifications: Data flows properly between systems, error handling robust
- Negative_Verification: Integration failures don't cause system instability
Test Case 20: Email Service Integration
Test Case ID: UX03US04_TC_020
Title: Verify email delivery through integrated email service provider
Priority: P1-Critical
Test Type: Integration
Module: Email Integration
Tags: MOD-Integration, P1-Critical, Phase-Integration, Type-Integration, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical
Prerequisites:
- Email service provider configured (SendGrid, AWS SES, etc.)
- Test email addresses available
- Email templates configured
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | Create email workflow | Workflow with email action configured | N/A | Email workflow setup |
2 | Execute workflow manually | Email action triggers message sending | test@example.com | Manual execution |
3 | Verify email delivery | Email delivered to recipient inbox | N/A | Delivery confirmation |
4 | Check email content | Email content matches workflow configuration | N/A | Content accuracy |
5 | Test email variables | Dynamic variables resolved correctly | [Customer.FirstName] = "John" | Variable substitution |
6 | Verify sender information | From address and name correct | from: noreply@utilityconnect.com | Sender configuration |
7 | Test CC/BCC functionality | Additional recipients receive email | CC: manager@utility.com | Additional recipients |
8 | Check delivery status tracking | Delivery status updated in workflow history | Status: Delivered | Status tracking |
9 | Test bounce handling | Bounced emails handled appropriately | invalid@email.com | Bounce processing |
10 | Verify unsubscribe handling | Unsubscribe requests processed correctly | N/A | Unsubscribe functionality |
Verification Points:
- Primary_Verification: Email delivery works reliably through integrated service
- Secondary_Verifications: Content accurate, variables resolved, delivery status tracked
- Negative_Verification: No email delivery failures for valid addresses
API TEST CASES (Critical Level ≥7)
Test Case 21: Workflow CRUD API Operations
Test Case ID: UX03US04_TC_021
Title: Test complete CRUD operations for workflows via API
Priority: P1-Critical
Test Type: API
Module: Workflow API
Tags: MOD-API, P1-Critical, Phase-Regression, Type-API, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical
Business Context:
- Critical API operations supporting core business functionality
- Revenue_Impact: High
- Integration dependency for external systems
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | POST /api/workflows | Create new workflow successfully | Valid workflow JSON | Create operation |
2 | Verify response structure | Proper JSON response with workflow ID | N/A | Response validation |
3 | GET /api/workflows | Retrieve all workflows | N/A | Read operation |
4 | GET /api/workflows/{id} | Retrieve specific workflow | Created workflow ID | Specific read |
5 | PUT /api/workflows/{id} | Update workflow configuration | Modified workflow data | Update operation |
6 | Verify update persistence | Changes reflected in subsequent GET | N/A | Update verification |
7 | DELETE /api/workflows/{id} | Delete workflow | Workflow ID | Delete operation |
8 | Verify deletion | GET returns 404 for deleted workflow | N/A | Deletion verification |
9 | Test error scenarios | Invalid data returns appropriate errors | Invalid JSON | Error handling |
10 | Verify status codes | Correct HTTP status codes returned | N/A | Status code validation |
Test Case 22: Workflow Execution API
Test Case ID: UX03US04_TC_022
Title: Test workflow execution and status monitoring via API
Priority: P1-Critical
Test Type: API
Module: Execution API
Tags: MOD-API, P1-Critical, Phase-Regression, Type-API, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical
Test Procedure:
Step # | Action | Expected Result | Test Data | Comments |
1 | POST /api/workflows/{id}/execute | Trigger workflow execution | Workflow ID | Manual execution trigger |
2 | Verify execution initiation | Execution started successfully | N/A | Execution confirmation |
3 | GET /api/workflows/{id}/status | Monitor execution status | N/A | Status monitoring |
4 | GET /api/workflows/{id}/history | Retrieve execution history | N/A | History access |
5 | Verify execution details | Complete execution information available | N/A | Detail validation |
6 | Test concurrent executions | Multiple workflows execute simultaneously | N/A | Concurrency testing |
7 | Monitor execution performance | Executions complete within SLA | N/A | Performance monitoring |
8 | Test execution cancellation | Cancel running workflow execution | N/A | Cancellation functionality |
9 | Verify failure handling | Failed executions reported correctly | N/A | Failure processing |
10 | Test retry mechanisms | Failed workflows retry as configured | N/A | Retry logic |
- Page Load Times: < 3 seconds for workflow pages
- API Response Times: < 500ms for critical operations, < 1000ms for complex operations
- Search Performance: < 300ms for workflow search results
- Form Submission: < 2 seconds for workflow creation/updates
- Concurrent Users: Support 100+ concurrent users without degradation
- Database Performance: Complex queries < 1000ms
- Memory Usage: < 500MB per user session
- Network Usage: Optimized for low-bandwidth connections
EXECUTION MATRIX
Browser/Device Coverage:
Browser/Device | Version | Priority | Test Cases |
Chrome Desktop | 115+ | P1 | All test cases |
Firefox Desktop | 110+ | P1 | Core functionality (TC_001-010) |
Safari Desktop | 16+ | P2 | Core functionality |
Edge Desktop | Latest | P2 | Core functionality |
iOS Safari | 16+ | P3 | Mobile-optimized tests |
Android Chrome | 13+ | P3 | Mobile-optimized tests |
Test Suite Definitions:
Smoke Test Suite (Pre-deployment):
- TC_001: Create New Workflow - Happy Path
- TC_006: Edit Existing Workflow
- TC_009: View Workflow Execution History
- TC_017: Role-Based Access Control
Regression Test Suite (Release cycles):
- TC_001 through TC_012 (Core functionality)
- TC_015, TC_016 (Performance)
- TC_017, TC_018 (Security)
- TC_021, TC_022 (API)
Full Test Suite (Major releases):
- All test cases TC_001 through TC_022
- Cross-browser compatibility
- Performance under load
- Security penetration testing
- Integration with all external systems
DEPENDENCY MAPPING
Test Execution Dependencies:
- Infrastructure Setup → User Authentication → Basic Navigation
- Workflow Creation → Workflow Management → Workflow Execution
- Template Setup → Template Integration Tests
- External System Configuration → Integration Tests
- Performance Baseline → Performance Tests
External Dependencies:
- CRM System: Available for NSC-Created events
- Email Service: Configured for email delivery
- SMS Gateway: Active for SMS notifications
- Database: Populated with test data
- Authentication Service: User roles configured
TRACEABILITY MATRIX
Requirements Coverage:
Acceptance Criteria | Test Cases | Coverage |
AC-1: Workflow creation UI | TC_001, TC_002, TC_003 | Complete |
AC-2: Time/Event triggers | TC_002, TC_003, TC_019 | Complete |
AC-3: Multi-channel support | TC_004, TC_020 | Complete |
AC-4: Character limits | TC_012 | Complete |
AC-5: Sequential actions | TC_004 | Complete |
AC-6: Template integration | TC_005 | Complete |
AC-7: Workflow editing | TC_006 | Complete |
AC-8: Execution tracking | TC_009, TC_010 | Complete |
AC-9: Performance metrics | TC_010, TC_015, TC_016 | Complete |
AC-10: Status filtering | TC_007 | Complete |
AC-11: Search functionality | TC_008 | Complete |
AC-12: Error handling | TC_011, TC_012 | Complete |
AC-13: Cross-browser | TC_013, TC_014 | Complete |
AC-14: Security | TC_017, TC_018 | Complete |
AC-15: Integration | TC_019, TC_020 | Complete |
RISK ASSESSMENT
High-Risk Areas:
- Workflow Execution Engine - Core business functionality
- External System Integration - Dependency on third-party systems
- Email Delivery - Critical for customer communication
- Performance Under Load - Scalability concerns
- Data Security - Compliance and privacy requirements
Mitigation Strategies:
- Comprehensive Integration Testing - Validate all external connections
- Performance Testing - Load testing with realistic user volumes
- Security Testing - Regular security audits and penetration testing
- Monitoring and Alerting - Real-time system health monitoring
- Disaster Recovery - Backup and recovery procedures tested
This comprehensive test suite provides complete coverage for the Communication Workflows feature, supporting all 17 BrowserStack test management reports with detailed traceability, performance benchmarks, and risk assessment for a B2B utility SaaS product.