Multi-Step Workflows

This tutorial shows you how to test complex multi-step workflows in TrueAssert.

Overview

This tutorial covers:

• Planning multi-step tests

• Recording complex flows

• Handling state between steps

• Verifying workflow completion

Prerequisites

• TrueAssert account

• Browser plugin installed

• Complex workflow to test

Step 1: Plan Your Workflow

Example Workflow: User Onboarding

1. Sign up for account

2. Verify email

3. Complete profile

4. Select preferences

5. Complete onboarding

Break Down Steps:

• Identify each major step

• Note transitions between steps

• Identify verification points

• Plan for error handling

Step 2: Record the Workflow

1. Open browser plugin

2. Navigate to starting page

3. Click "Record"

4. Execute complete workflow:

   • Step 1: Sign up

     • Fill registration form

     • Submit

     • Wait for confirmation

   • Step 2: Verify email (if needed)

     • Navigate to email

     • Click verification link

     • Wait for verification

   • Step 3: Complete profile

     • Fill profile form

     • Upload photo (if needed)

     • Submit

   • Step 4: Select preferences

     • Choose preferences

     • Save

   • Step 5: Complete onboarding

     • Final confirmation

     • Navigate to main app

5. Click "Stop and Save"

6. Enter test name: User Onboarding Workflow

7. Click "Save"

Step 3: Review and Optimize

Add Verification Steps

Add WAIT steps at key points:

• After each major step

• Before proceeding to next step

• At workflow completion

Handle State

Ensure state is maintained:

• Session is preserved

• Data persists between steps

• Navigation is correct

Add Error Handling

Consider error scenarios:

• What if step fails?

• How to handle errors?

• Should test continue or stop?

Step 4: Execute Test

1. Click "Run Test"

2. Monitor execution:

   • Watch each step execute

   • Verify transitions

   • Check for errors

3. Wait for completion

Step 5: Verify Results

1. Check execution status

2. Review step results:

   • Verify each step succeeded

   • Check for any failures

   • Review error messages

3. View screenshots:

   • Check each step completion

   • Verify final state

   • Review any failure points

Common Workflow Patterns

Linear Workflow

Pattern: Step 1 → Step 2 → Step 3

Example: Registration → Email Verification → Profile Setup

Testing:

• Record complete flow

• Verify each step completes

• Check transitions

Branching Workflow

Pattern: Step 1 → (Branch A or Branch B) → Step 3

Example: Sign Up → (Email or Social) → Dashboard

Testing:

• Create separate tests for each branch

• Or use conditional logic

• Test each path

Looping Workflow

Pattern: Step 1 → Step 2 → (Repeat if needed) → Step 3

Example: Add Items → Review Cart → (Add More or Checkout)

Testing:

• Test one iteration

• Or test multiple iterations

• Verify loop completion

Advanced Techniques

State Management

For workflows with state:

1. Use session management

2. Verify state between steps

3. Handle state transitions

Conditional Steps

For conditional workflows:

1. Test each condition separately

2. Or use test data to control flow

3. Verify correct path is taken

Error Recovery

For error handling:

1. Test error scenarios

2. Verify error messages

3. Test recovery paths

Troubleshooting

Steps Not Executing in Order

Problem: Steps execute out of order

Solution:

1. Review step order

2. Add waits between steps

3. Verify step dependencies

State Not Persisting

Problem: State lost between steps

Solution:

1. Check session management

2. Verify navigation is correct

3. Ensure data is saved

Workflow Fails Midway

Problem: Workflow stops partway through

Solution:

1. Identify failing step

2. Check error message

3. Fix selector or value

4. Re-run test

Best Practices

1. Break Down Workflows: Divide into logical steps

2. Verify Each Step: Check completion before proceeding

3. Handle Errors: Plan for error scenarios

4. Test Complete Flow: Test end-to-end workflow

Related Topics

• Browser Plugin Recording - Recording guide

• Running Tests - Execute tests

• Session Management - Handle state

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