Test your Quick Workflow solution

You can test your Quick Workflow solution by walking through the steps that a Submitter would use to request a product enhancement and that a Product Manager would use to review and act on that request.

  1. Launch TotalAgility Workspace from the Start Menu or access it directly using a URL similar to this one:

    http://<machine name>/TotalAgility/forms

  2. On the header bar of your Workspace, click the Apps menu.

    The App List page appears.

  3. On the App Types list, select Quick Workflow.

    The new Enhancement Request workflow is displayed as a card.Active

  4. Click the Enhancement Request workflow.

    The Quick Workflow dashboard displays the interface you created to allow employees to generate product enhancement requests.

    Enhancement Request page.

    At this point, you will act as a QA Engineer who has an idea for a product enhancement.

  5. Click the blue Start Enhancement Request button near the top right of the dashboard.

    The Enhancement Request page is displayed. Various fields for an enhancement request.

  6. Enter a few details about your product enhancement idea. For example, in the Title field, enter "Quick Link"; in the Description field, enter "Please add a quick link to the main page" and on the Product list, select "Brand1."
  7. Click Submit.

    A new "job" is created within the Enhancement Request Quick Workflow solution, which is displayed as "Brand1 PM Review" and ready to be completed by a Product Manager.

    Enhancement requests assigned to the product manager.

    At this point, you will act as a Brand1 Product Manager who must review the Brand1 enhancement requests that appear on this page.

  8. Click the "Brand1 PM Review" enhancement request link that appears under the Activity Name column.

    The Enhancement Request is opened.

    Enhancement requests review page for product manager.
  9. Let's say that as a Product Manager, you decide you need more information in order to approve this enhancement request. So in the PM Comment field, enter "Where is the quick link needed?" and on the Status list, select "More Info Requested."
  10. Click Complete.

    The Quick Workflow dashboard for the Enhancement Request solution is updated. Note that only new enhancement requests that have not yet been reviewed and acted upon appear under the Activities tab. Pending requests are being displayed on the Activities tab.

  11. Click the Jobs tab (next to the Activities tab) to review all enhancement requests (jobs), in every state of their workflow, as shown in the example below (actual contents may vary).
    Image displaying all enhancement requests (jobs) that to be reviewed.
  12. On the Jobs list, a Product Manager can click the process name to view more detailed information for that instance and take an action.
    Image displaying more detailed information for product manager.
  13. Click Back to Dashboard to return to the Enhancement Request solution dashboard.

    Congratulations! You have successfully created and tested your Quick Workflow solution.