App Version 3.0
Testing Checklist
The new app can be located at xtiri.net
When you've played around to your heart's content, please fill out the DevTeam survey here
Features For Testing And Evaluation
Interface and Navigation
- Review overall user interface (fonts, colors, layout, spacing, general look, etc.)
- Use page breadcrumbs
- Use navigation sidebar (some options not yet implemented)
Accounts
- Review the layout of accounts list and pagination
- Use search feature for accounts (by email, name, or address)
- Review account creation process, create at least one new account
Groups
- Review the layout of groups list and pagination
- Use search bar for groups
- Use the group creation feature, create several new groups
- Define the group's joins
- Group data fields
- Define new data fields, note the numerous new UI features to explore
- Explore the different user interfaces designed for each different field type
- Try out the drag & drop feature to reorder entries in "Options" datatype
- Try the "Save" feature to continue creating new fields within the same window
- Test out field validations
- Modules (not implemented)
- Notifications (possibly implemented?)
- Advanced
- Spreadsheet uploads (not implemented)
- External entry (not implemented)
- Require files (not implemented)
- Enable and try out thumbnail pictures
Datasets
- Dataset Creation
- Test status assignment under Admin section
- Search joins to add joined data
- Test data entry for group-defined fields
- Add files via file selection and/or drag & drop, review upload status
- Test various image type uploads (currently only image files supported)
- Try out grid view for multiple image files
- Change the image order and orientation
- Test adding Barcodes
- Create multiple new datasets with different data
- Review the layout of datasets list and pagination
- Selection options
- Make some selections, test the clear selection option
- Statistics (not implemented)
- Try out the move groups feature
- Try merging records
- Delete some records
- Run Report (not implemented)
- Columns, Filters, and Search
- Use the columns selection bar (6 columns by default, you can select more)
- Test column filters — only accessible when a column is added/checked for display
- Try out filters for different column data types, as search options change by type
- Try out buttons for Ascending/descending order by column
- Clear filters
- Upload one or multiple files directly into the list via drag & drop
- Use catalog function
- Feeds
Feeds
- Review functionality of the Feeds
- Navigate through the feeds using arrow functionality
- Test out various field types in feeds
- Make sure they are functioning properly
- Review what can/cannot be edited in Feeds view (Read Only)
- Review the classic spreadsheet look and feel
- Review and use the date range selection
- Test out column filters
- Excel-like formulas are now available for testing (=SUM(), =AVERAGE(), etc.)
- Create new custom feeds
- Add and remove column headers
- Download CSV and confirm it opens correctly
- Check that downloaded content matches data in the Feeds
- Check that dates are formatted correctly and in the correct timezone
- Delete a custom feed, confirm success
- Any Excel-like functionality that is unnecessary?
Users
- Create new users with various permissions
- Make sure permissions are functioning correctly in the groups and datasets
- Sign in with created users
- Assign them to a Role if one exists
- If one does not exist, try the "add new" feature
- Use Admin Panel to add users to multiple accounts
- Set query and make sure they can only access data that is designated for them
User Profile
- Add a picture to your profile
- Change your password
- Create a signature
- Delete your profile pic and signature, verify successes
Roles
- Create new Role(s) and assign permissions
- Assign / Unassign various users to that Role
- Update an existing role
- Edit a Role and try the "Save to New Role" function.
- Delete a role, verify affected users lose role and associated permissions
Accounting (Invoices/Payouts)
- Accounting functionality (not implemented)
Reports
- Reports functionality (not implemented)
Report Scheduler
- Report Scheduler functionality (not implemented)
Account Settings
- Account Settings functionality (not implemented)
Admin Panel
- Admin Panel functionality (not implemented)
Intercom/Support Feature
- Intercom functionality (not implemented)