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Communication Workflows (UX03US04)

Communication Workflows - Comprehensive Test Cases

Test Scenario Summary

Functional test Scenarios Covered:

  1. Workflow Creation Flow - Complete 3-step wizard process
  2. Workflow Management - View, Edit, Delete, Filter workflows
  3. Communication Actions - Multi-channel message configuration
  4. Trigger Configuration - Time-based and Event-based triggers
  5. Workflow Execution - Automated workflow processing

Non-Functional test scenarios

  1. Performance Monitoring - History and analytics tracking
  2. Integration Points - External system dependencies
  3. Security & Access Control - Role-based permissions
  4. Data Validation - Input validation and error handling
  5. 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 Suite: Performance Testing

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:

  • Performance testing tools available
  • Large dataset of workflows (100+ workflows)
  • Network conditions controlled
  • Performance baseline: Page load < 3 seconds

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




PERFORMANCE BENCHMARKS

Performance Acceptance Criteria:

  • 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:

  1. Infrastructure Setup → User Authentication → Basic Navigation
  2. Workflow Creation → Workflow Management → Workflow Execution
  3. Template Setup → Template Integration Tests
  4. External System Configuration → Integration Tests
  5. 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:

  1. Workflow Execution Engine - Core business functionality
  2. External System Integration - Dependency on third-party systems
  3. Email Delivery - Critical for customer communication
  4. Performance Under Load - Scalability concerns
  5. Data Security - Compliance and privacy requirements

Mitigation Strategies:

  1. Comprehensive Integration Testing - Validate all external connections
  2. Performance Testing - Load testing with realistic user volumes
  3. Security Testing - Regular security audits and penetration testing
  4. Monitoring and Alerting - Real-time system health monitoring
  5. 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.