Communication Workflows (UX03US04)

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

Click "Next" button

Navigate to Trigger step, step 2 becomes active

N/A

Button enabled only when required fields filled

7

Select "Event-Based" trigger type

Event-Based option selected, Event Type dropdown appears

N/A

Radio button selection

8

Select Event Type

Dropdown shows system events

Select "NSC-Created"

System event selection

9

Click "Next" button

Navigate to Actions step, step 3 becomes active

N/A

Trigger configuration saved

10

Click "Add First Action"

Communication channel selection appears

N/A

Action configuration panel opens

11

Select Email channel

Email selected, message source options appear

N/A

Channel-specific options displayed

12

Click "Create New Message"

Message composition fields appear

N/A

Toggle between template/new message

13

Enter email subject

Subject field accepts input

"Welcome to UtilityConnect!"

Required field for email

14

Enter email content

Message body accepts rich text input

"Dear [Customer.FirstName], Welcome to our service..."

Support for variables/placeholders

15

Click "Add Action"

Action added to workflow, action summary displayed

N/A

Action configuration saved

16

Click "Create Workflow"

Workflow created successfully, redirect to workflows list

N/A

Success confirmation message

17

Verify workflow in Active tab

New workflow appears in Active workflows list with correct details

N/A

Status should be "Active"

1

Navigate to Communication Workflows page

Page loads with Active tab selected

N/A

Base navigation

2

Click "New Workflow" button

Create New Workflow modal opens

N/A

Start workflow creation

3

Enter workflow name

Field accepts input

"Reengagement Campaign"

Unique workflow name

4

Enter description

Field accepts input

"Re-engage users who haven't logged in for 30+ days"

Workflow purpose

5

Select "Consumer" audience type

Consumer option selected

N/A

Audience targeting

6

Click "Next" to configure trigger

Navigate to Trigger step

N/A

Proceed to trigger configuration

7

Select "Time-Based" trigger type

Time-Based option selected, sub-options appear

N/A

Trigger type selection

8

Select "Specific Date and Time"

Date and Time input fields appear

N/A

Time-based sub-option

9

Select Target List

Target list dropdown appears and shows available lists

Select "Inactive Users"

NEW: Target list in trigger step

10

Set date for campaign

Date picker opens, future date selectable

Tomorrow's date

Must be future date

11

Set time for campaign

Time picker allows time selection

"10:00:00"

24-hour format

12

Click "Next" to configure actions

Navigate to Actions step

N/A

Trigger with target list saved

13

Add email action

Select Email channel, create message

Subject: "We Miss You!"

First communication

14

Add SMS follow-up

Select SMS, set 2-day delay

"Check your email for offers"

Multi-channel sequence

15

Create workflow

Workflow created with time-based trigger and target list

N/A

Complete creation

16

Verify target list integration

Workflow shows target list in configuration

N/A

Target list properly saved

1

Navigate to Communication Workflows page

Page loads successfully

N/A

Base navigation

2

Click "New Workflow" button

Create workflow modal opens

N/A

Start creation process

3

Enter workflow details

Name and description accepted

"Payment Due Reminder"

Workflow identification

4

Select audience type

Consumer audience selected

N/A

Audience targeting

5

Click "Next" to configure trigger

Navigate to Trigger step

N/A

Proceed to triggers

6

Verify Time-Based options

Only "Specific Date and Time" option available

N/A

UPDATED: No Recurring Event option

7

Select "Time-Based" trigger

Time-Based trigger selected

N/A

Trigger type selection

8

Verify no recurring option

Recurring Event option not displayed

N/A

CONFIRMED: Recurring removed

9

Select specific date

Date picker allows future date selection

"2024-12-25"

Christmas campaign date

10

Select specific time

Time picker allows time selection

"09:00:00"

Morning execution time

11

Configure target list

Select target list for specific audience

"High Usage Consumers"

Targeted audience

12

Click "Next" for actions

Navigate to Actions configuration

N/A

Trigger configuration complete

13

Add SMS action

Configure SMS with character limit

"Your payment is due..."

SMS communication

14

Complete workflow creation

Workflow created with specific date/time only

N/A

No recurring functionality

1

Navigate to Actions step

Communication Actions page displays

N/A

Ready for action configuration

2

Click "Add First Action"

Channel selection appears

N/A

Action configuration starts

3

Select Email channel

Email configuration appears

N/A

First channel selection

4

Click "Create New Message"

Email composer with enhanced fields

N/A

NEW: Enhanced email options

5

Enter CC field

CC field accepts multiple email addresses

"manager@utility.com, billing@utility.com"

NEW: CC functionality

6

Enter BCC field

BCC field accepts email addresses

"audit@utility.com"

NEW: BCC functionality

7

Enter email subject

Subject field accepts input

"Multi-Channel Customer Outreach"

Email subject

8

Enter email content

Rich text message body

"Dear [Customer.FirstName], Welcome to our enhanced service..."

Rich content with variables

9

Set timing

Select "Immediately"

N/A

No delay for first action

10

Click "Add Action"

Email action with CC/BCC added

N/A

NEW: CC/BCC preserved

11

Add SMS action

Select SMS channel

N/A

Second channel

12

Configure SMS content

SMS with character limit

"Welcome! Check your email for details."

SMS message

13

Set SMS delay

Configure delay after email

"2 days"

Sequential timing

14

Add WhatsApp action

Select WhatsApp channel

N/A

Third channel

15

Configure WhatsApp message

WhatsApp content with formatting

"Welcome! 🎉 Your service is active..."

WhatsApp formatting

16

Set WhatsApp delay

Configure delay after SMS

"1 day"

Sequential workflow

17

Review action sequence

All actions with proper timing displayed

N/A

Multi-channel validation

18

Create workflow

Workflow created with enhanced email options

N/A

Complete creation

1

Navigate to Active workflows

Active workflows displayed

N/A

Workflow list view

2

Click edit icon on workflow

Redirect to edit workflow page

N/A

NEW: Edit functionality

3

Navigate to Actions tab

Actions tab displays configured actions

N/A

Actions management

4

Locate existing email action

Email action displayed with configuration

N/A

Existing action identification

5

Attempt to change channel type

Channel type field is disabled/non-editable

N/A

NEW: Non-editable channel

6

Verify channel lock behavior

UI clearly indicates channel cannot be changed

N/A

NEW: Visual indication

7

Verify editable fields

Subject, content, CC/BCC can be modified

N/A

NEW: CC/BCC editable

8

Edit email subject

Subject field accepts changes

"Updated Welcome Message"

Content modification allowed

9

Edit CC field

CC field accepts address changes

"newmanager@utility.com"

NEW: CC editing

10

Edit BCC field

BCC field accepts modifications

"compliance@utility.com"

NEW: BCC editing

11

Try to add new channel type

Cannot convert email to SMS/WhatsApp

N/A

NEW: Channel type locked

12

Save changes

Modified content saved, channel type unchanged

N/A

Selective editing

13

Verify edit restrictions

Error message if channel change attempted

N/A

NEW: Error handling

1

Navigate to Communication Workflows

Page loads successfully

N/A

Base navigation

2

Click "History" tab

History view opens

N/A

History tab access

3

Verify workflow name display

NEW: No icon before workflow name

N/A

UPDATED: Icons removed

4

Locate completed execution

Workflow execution with updated status format

N/A

Find execution record

5

Verify status format

Status shows "x delivered y failed" format

"142 delivered 3 failed"

NEW: Status format

6

Expand execution details

Detailed breakdown of delivery status

N/A

Expandable details

7

Verify individual message status

Each message shows delivery/failure status

Email: Delivered, SMS: Failed

Message-level tracking

8

Check failed execution

Failed workflow shows failure count

"0 delivered 5 failed"

Failure tracking

9

Verify in-progress status

Active execution shows current progress

"45 delivered 0 failed (In Progress)"

NEW: Progress format

10

Verify action button presence

NEW: Action button visible but non-functional

N/A

NEW: Placeholder button

11

Click action button

Button present but performs no action

N/A

NEW: Non-functional by design

12

Verify button tooltip/indication

Button indicates future functionality

"Coming Soon"

NEW: Future feature indicator

1

Navigate to Active workflows

Workflows displayed with metrics

N/A

Metrics visibility

2

Locate workflow with history

Target workflow card visible

"New Customer Welcome"

Target identification

3

Verify "Triggered" definition

NEW: Count of times workflow is used

Triggered: 245

UPDATED: Usage count

4

Verify "Completed" definition

NEW: Count of notifications successfully delivered

Completed: 240

UPDATED: Delivery count

5

Verify Success Rate calculation

NEW: (delivered notifications / total notifications) * 100

Success Rate: 98.0%

UPDATED: Formula

6

Calculate manual verification

Manual: (240/245) * 100 = 97.96% ≈ 98.0%

N/A

NEW: Calculation verification

7

Check workflow with failures

Workflow with failed notifications

Triggered: 100, Completed: 85

Mixed success scenario

8

Verify failure impact on success rate

Success rate reflects delivery success only

Success Rate: 85.0%

NEW: Delivery-based calculation

9

Check draft workflow metrics

Draft workflows show zero metrics

Triggered: 0, Completed: 0

Draft state handling

10

Verify metrics in workflow edit

Detailed metrics in edit page

N/A

Extended metrics view

11

Check real-time metrics update

Metrics update after new executions

N/A

NEW: Real-time updates

1

Select SMS channel

SMS configuration with character counter

N/A

SMS channel selection

2

Enter text approaching limit

Character counter shows remaining characters

TBD: SMS limit

PENDING: Limit definition

3

Verify counter accuracy

Counter reflects actual character count

N/A

PENDING: Exact validation

4

Attempt to exceed limit

System prevents or warns about excess

TBD: Limit + 1 chars

PENDING: Enforcement method

5

Test WhatsApp limits

WhatsApp-specific character restrictions

TBD: WhatsApp limit

PENDING: WhatsApp definition

6

Verify Email handling

Email channel character behavior

N/A

PENDING: Email restrictions

7

Test variable impact

Variables counted in character limits

"[Customer.FirstName]"

PENDING: Variable handling

1

Test in Chrome Desktop

Complete workflow creation successfully

Standard test data

Chrome compatibility

2

Verify Chrome UI elements

All buttons, forms, modals render correctly

N/A

Chrome UI consistency

3

Test in Firefox Desktop

Same functionality works in Firefox

Same test data

Firefox compatibility

4

Compare Firefox UI

UI consistent with Chrome version

N/A

Cross-browser consistency

5

Test in Safari Desktop

All features function in Safari

Same test data

Safari compatibility

6

Verify Safari-specific elements

Date/time pickers work correctly

N/A

Safari UI components

7

Test in Edge Desktop

Complete workflow operations in Edge

Same test data

Edge compatibility

8

Document browser differences

Note any browser-specific behaviors

N/A

REMOVED: Mobile testing

1

POST /api/workflows

Create workflow successfully

Valid workflow JSON

Create operation

2

Verify response structure

Proper JSON 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 GET

N/A

Update verification

7

DELETE /api/workflows/{id}

Delete workflow

Workflow ID

Delete operation

8

Verify deletion

GET returns 404

N/A

Deletion verification

9

Test error scenarios

Invalid data returns errors

Invalid JSON

Error handling

10

Verify status codes

Correct HTTP codes returned

N/A

Status validation

Step #

Action

Expected Result

Test Data

Comments

1

Leave workflow name empty

Error: "Workflow name is required"

"" (empty)

NEW: Required field validation

2

Leave email subject empty

Error: "Subject is required for email messages"

""