Task and contact script testing mode: Difference between revisions

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Testing mode for task and contact scripts lets you test if a specific task or contact meets the conditions to trigger a script. If it doesn't, you can figure out why. Once you have activated testing mode, you will be able to select an object to test at the top of the script settings window:
{{#seo:
|title=Task and contact script testing mode
|titlemode=append
|keywords=planfix, scripts, testing mode, contacts, tasks
|description=Task and contact script testing mode
}}
'''Testing mode''' [[Scripts | '''for task and contact scripts''']] lets you test if a specific task or contact meets the conditions to trigger a script. If it doesn't, you can figure out why. To activate the testing mode, click on the flask icon:
 
https://s.pfx.so/pf/S3/kPyN1U.jpg
   
   
<screenshot 1>
After you have activated the [[Testing mode|testing mode]], you will be able to select an object to test at the top of the script settings window:
   
   
https://s.pfx.so/pf/oB/22Gpf2.jpg
Once you have selected an object and started testing, planfix will outline each condition in green or red in the selection parameters. A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met:
   
   
Once you have selected an object and started testing, you will see a flask with a green or red background associated with each condition. The green background means that the condition is met for the object you selected; red means it's not:
https://s.pfx.so/pf/GZ/LHhKZ8.jpg
 
<screenshot 2>
The line containing the logical expression that links the conditions is also outlined. A red outline indicates that the object does not meet the selection parameters or the conditions of the logical expression, and the script is therefore not triggered:
 
The line containing the logical expression associated with the condition also has a flask icon. A flask with a red background means that the object doesn't meet the selection or logical expression conditions and the script will not execute for it:
https://s.pfx.so/pf/VK/nTdf4d.jpg
 
<screenshot 3>
If the selected object for testing is from another process that is not covered by the current script, a special information message will be displayed:
A message will be displayed if you choose an object for testing that's from another process that isn't affected by the script:
<screenshot 4>
How testing mode is used
Review each condition with a red flask sequentially. Modify the condition or values in the object (task, contact) you're testing so that the condition is met.
Test.
Follow the steps above until all the flasks have a green background when you test.


https://s.pfx.so/pf/te/FgyOV4.jpg
==How testing mode is used==
*Sequentially review each condition outlined in red. Adjust the condition or the values of the tested object (task, contact) so that the condition is met.
*Repeat the test.
*Continue these processes until only the conditions outlined in green are still present in the testing mode.




== Go To==
== Go To==
*[[Scripts]]
*[[Testing mode]]
*[[Account Management]]
*[[The Planfix interface]]
*[[Feature Description]]
*[[Feature Description]]

Latest revision as of 12:56, 3 July 2024

Testing mode for task and contact scripts lets you test if a specific task or contact meets the conditions to trigger a script. If it doesn't, you can figure out why. To activate the testing mode, click on the flask icon:

kPyN1U.jpg

After you have activated the testing mode, you will be able to select an object to test at the top of the script settings window:

22Gpf2.jpg

Once you have selected an object and started testing, planfix will outline each condition in green or red in the selection parameters. A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met:

LHhKZ8.jpg

The line containing the logical expression that links the conditions is also outlined. A red outline indicates that the object does not meet the selection parameters or the conditions of the logical expression, and the script is therefore not triggered:

nTdf4d.jpg

If the selected object for testing is from another process that is not covered by the current script, a special information message will be displayed:

FgyOV4.jpg

How testing mode is used

  • Sequentially review each condition outlined in red. Adjust the condition or the values of the tested object (task, contact) so that the condition is met.
  • Repeat the test.
  • Continue these processes until only the conditions outlined in green are still present in the testing mode.


Go To

Retrieved from "http://planfix.com/help/index.php?title=Task_and_contact_script_testing_mode&oldid=21034"