Activity Tests

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Activity Display Tests

These are for checking if the activities are highlighted properly when they have not been viewed yet or if something about the activity has changed. These tests use the CRMSFA Activities tab. Note that the test has to be done with two users.

Display of a New Activity

Action

Create an event or task as DemoSalesManager and add DemoSalesRep1 to the task. Then log out and log back in as DemoSalesRep1. Look at list of pending activities in My Home tab.

Result

List of pending activities should have the new activity and it should be bold.

Display Changes when Activity is Viewed

Action

Click on the activity to view it. Then click on My Home tab.

Result

The activity in the list of pending activities should no longer be bold.

Display on Update Activity

Action

As DemoSalesManager, start the activity by pressing [Start]. Then log in as DemoSalesRep1.

Result

The activity should be bold again in list of pending activities.

Action

Click on the bolded activity, then go back to My Home.

Result

Activity should no longer be bold in list of pending activities.

Action

Log in as DemoSalesManager and edit the activity. Change one thing, such as the description or time. Then log in as DemoSalesRep1 and look at list of pending activities.

Result

Activity should be bold due to editing of activity.

Action

Repeat the last test a few times, each time changing a different thing about the task in the edit screen. Don't forget to view the activity each time as DemoSalesRep1 to mark it as viewed.

Result

Each field that is edited makes the pending activity bold.

Display Changes on Adding or Removing Participants

Action

  • As DemoSalesRep1, ensure that the activity is viewed and is not bold.
  • As DemoSalesManager, edit the activity and add another participant.
  • Log back in as DemoSalesRep1 and look at list of pending activities in My Home

Result

Activity should be bold due to the adding of a participant.

Action

View the activity, then go back to My Home tab and look at the list of pending activities again.

Result

Activity is no longer bold.

Action

Now log in as DemoSalesManager and remove the participant from the activity. Log back in as DemoSalesRep1 and check the pending activities.

Result

Activity should be bold due to removal of participant

Change activity visibility (security scope)

Action

As DemoSalesRep1, create a task and then set the security scope option to Very restricted, confidential access

As DemoSalesRep2 do a search for scheduled tasks

Result

As DemoSalesRep2 you should not be able to view DemoSalesRep1 private task from the search result

Action

As DemoSalesManager (super user with CRMSFA_ACT_ADMIN privileges) do a search for scheduled tasks

Result

You should be able to view DemoSalesRep1 private task

Action

As DemoSalesRep1 edit the private task you created and set the security scope to General, public access As DemoSalesRep2 do a search for scheduled tasks

Result

You now should be able to view DemoSalesRep1 private task

Action

As DemoSalesRep2 try to edit DemoSalesRep1 private task and set the security scope to private

Result

You should no be able to view the security scope option on the task edit screen because only the task owner or the super user are allowed to change the task security scope

Action

As DemoSalesRep3 add a task to DemoOpportunity1 and set it's security scope to Very restricted, confidential access

As DemoSalesRep2 view DemoOpportunity1 detail screen

Result

As DemoSalesRep2 you should not be able to view DemoSalesRep3 private task


Action

As DemoSalesRep3 edit the task added to DemoOpportunity1 and set it's security scope to General, public access

As DemoSalesRep2 view DemoOpportunity1 detail screen

Result

As DemoSalesRep2 you should now be able to view DemoSalesRep3 public task

Email Notification Tests

Action

Assign or unassign parties such as DemoSalesManager, DemoSalesRep1 from an event or a task as above.

Result

An email should be sent each time someone is added or removed from an event or a task. This should be displayed in the log file.



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