Client Delivery Checklist
Forms
- Check if all the unused fields are either hidden or deleted
- Test if all the visibility and validity conditions are working
- If some fields are getting auto populated, check if they are working
- For the reference fields, checking if all the objects are visible in the dropdown list
- Check if data is getting synced successfully
- Check unwanted forms are deleted before delivering to client
Workflows
- Check if the right email is entered for send email step
- Checking if the whole workflow is getting executed once the data is submitted
- Check if workflow is active while delivering
PDF Reports
- Check if the report is getting generated
- Check if the alignments are correct or not
Dashboards
- Checking if the data is getting updated on the dashboard
- Checking if all the filters are working or not
General
- Check if the app is published or not
- Asking the client to hard refresh before using the app
- Checking if the data is getting exported correctly
- Check app functionality in iOS and Android
- Check Client is receiving all the notifications/Email
- Check event is getting schedule on calendar or not
- Check if all the users added to the the app
- Check if all the access permissions and form permissions are updated as per the requirements
- Check data on data tab of web.axonator.com (auto, layout, card view)
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