Checklist for testing after a Production update

After the Production update below things needs to be checked-

Data-

1. Check data on the data tab (Auto layout, Table layout, Card view)
2. Data edit
3. Data export (Data, custom exports and attendance export)
4. Advanced search
5. Saved filter
6. Data import- from the excel sheet
7. Data import- old version to new version
8. Check card view with existing data, check by submitting new data, check by creating new card, check delete card view.
9. Clear data functionality (It should delete the data for current version)
   NOTE: Be careful while checking this feature, check if collections are used in the app before clearing the data.

Onboarding process-

1. Check from the sign up till data submission
2. Check using the quick app wizard button in the account

Form builder-

1. When any new property is added to any widget or form properties is added then check this on existing forms or widgets (Asset and Actions)
2. Check by creating new forms with all the widgets and new properties.
3. Check by deleting existing forms.
4. Check by making changes in existing forms
5. Form builder- Visibility, validity and list filter conditions
6. Check public form

Workflow builder-

1. Check existing workflow execution (Default and custom)
2. Check adhoc submissions
3. Check manual task assignment from web and phone
4. Check creating task from web
5. Check by creating new workflows
6. Check deleting existing workflows
7. Check activating/ deactivating the workflows

Tasks-

1. Check tasks list
2. Task export
3. Advanced search
4. Saved filter

Report builder-

1. Check existing report are working or not, check if any new feature is added then it is working on existing report or not (Document and Email)
2. Check Creating new reports (Document, Email, Excel templates)
3. Check deleting existing reports
4. Check existing and new visibility conditions on the report builder (Document and Email)

Users-

Check this feature if any changes are made to this feature

1. Check by add/ delete/edit app user
2. Check import user functionality with different file formats
3. Assigning roles, delete roles, Add roles and remove roles
4. Set password for particular user
5. Access permission and form permission
6. Add app user/Add & invite user
7. Add user from existing users list tab
8. App users and organization users

Scheduler-

Check this feature when any changes made in this feature, data sync, or data import module

1. Check existing events which are scheduled
2. Check by creating new events
3. Check by importing the data whether events are getting created or not
4. Check all the events and user filter on calendar view
5. Check event details

Attendance app-

Check the attendance app when any changes are made in it or in the data sync module

1. Check existing attendance forms
2. Check by creating new forms
3. Check attendance export from users tab

Overall testing-

1. Sign up
2. Log in
3. Onboarding
4. Check normal forms with child form and reference form
5. Form script
6. Custom script
7. App manifest
8. App import and Export
9. Create new app
10. Delete app
11. Duplicate app
12. Publish app for test/version
13. Create new version functionality
14. Default dashboard
15. App logs on web inside the app (Low priority)
16. Profile and organization setting (Medium)
17. Billing(Low)