Create a Scenario for a Process

Create Scenarios in a Process.

Guidelines to Create a Scenario

Follow these guidelines to create a Scenario:

• Provide specific mock Request data to test.

• Create the Scenario from a Request summary or Task summary.

Provide Specific Mock Request Data to Test

Create a scenario by providing a JSON data model containing variables and values to test. A test need not begin from the Start-type element to start a Request. Therefore, mock Request data is necessary only from the Process model object from which to begin the test.

The following table describes the advantages and disadvantage to this method.

Advantage	Disadvantage
Do not need a Scenario to run a test	Requires JSON knowledge to either build the JSON data model or copy from Request data
Need only the specific mock Request data from which to test

Specify the specific JSON data model to test in one of the following ways:

• Create a Scenario, and then enter the specific JSON data model in the Data setting.

• Run the test:

  1. Run the test from Process Modeler. It is not necessary to select a Scenario.

  2. Enter the specific JSON data model in the Additional Data setting.

Create the Scenario from a Request's Data

Create a scenario using the request data from a completed request. The following table describes the advantages and disadvantages to this method.

Advantage	Disadvantage
Does not require JSON knowledge	Requires completed requests to use in the scenario
No need to build the JSON data model	Scenario may not contain exactly the mock Request data to test, so editing the Scenario may be required

Follow these steps to create a Scenario from a Request data:

1. Locate a Request summary or Task summary to verify that it contains the JSON data from which to create the Scenario.

2. Evaluate the following about the Request's data under consideration:

   • The Request's workflow has proceeded to contain relevant data for the Process Test.

   • The values in that Request's data are those that you want for your Process Test. If not, then editing that Request's data may be necessary after creating the Scenario.

3. Click the Create Scenario button from that Request or Task summary. The Create Scenario screen displays from which to create the Scenario.

Create a Scenario for a Process

Permissions

Your user account or group membership must have the following permissions to create Scenarios for a Process unless your user account has the Make this user a Super Admin setting selected:

• Processes: Edit Processes

• Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to create a Scenario for a Process:

1. View your Processes.

2. Configure general settings for the Process in which you want to add a scenario. The Configuration tab displays.

3. Click the Test Run/Scenarios tab. Testing scenarios display.

   

   Scenarios for a selected Process
4. Click the +Scenario button to create a new scenario.

5. From the Name setting, enter the Scenario name for the Process. This is a required setting.

6. From the Description setting, enter the Scenario description for the Process.

7. From the Scenario Creation Type setting, select Manual Data to enter JSON data for the scenario, and enter the data in the Data setting. The entered data must be a variable : value pair that matches the JSON data model for this process.

   
8. From the Scenario Creation Type setting, select Document Upload to create multiple scenarios simultaneously. For the detailed procedure, see Create Scenarios in Bulk.

9. Click the Upload button to upload the scenario file.

10. Click Save to save the scenarios.

Create Scenarios in Bulk

Create multiple scenarios at once using the bulk . This option requires a pre-formatted .xlsx file, where each row represents a scenario for a Purchase Order request.

date	price	product	quantity	percentage	form_checkbox_1
04-30-2024	12	item11	6	9.8	true
04-28-2024	8	item12	14	3.2	true
05-01-2024	32	item13	3	10.5	false
05-03-2024	40	item14	4	20	true
05-02-2024	5	item15	35	15	false

Download a sample bulk scenario file.

6KB

PurchaseOrder.xlsx

Follow these steps to create bulk scenarios:

1. Configure general settings for the Process in which you want to add a scenario. The Configuration tab displays.

2. Click the Test Run/Scenarios tab. The Scenarios tab displays.

   

   Scenarios for a selected Process
3. Click the +Scenario button to create a new scenario.

4. From the Name setting, enter the Scenario name for the Process. This is a required setting.

5. From the Description setting, enter the Scenario description for the Process.

6. From the Scenario Creation Type setting, select Document Upload to create multiple scenarios simultaneously.

   
7. Click the Download Format button to download a sample file, then edit it to include your scenarios. An example file ( PurchaseOrder.xlsx ) can also be downloaded at the beginning of this section.

8. Click the Upload File button to upload the bulk scenario file.

9. Click Save to save the scenarios. Each row from the uploaded file will be imported as a new scenario.

   

Search for a Scenario in a Process

Permissions

Your user account or group membership must have the following permissions to search for Scenarios for a Process unless your user account has the Make this user a Super Admin setting selected:

• Processes: Edit Processes

• Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to search Scenarios for a Process:

1. Configure general settings for the Process. The Configuration tab displays.

2. Click the Scenarios tab. Testing scenarios display.

   

   Scenarios for a selected Process
3. Enter in the Search setting the text to filter Scenarios.

As you enter text into the Search setting, Scenarios display that match your entered text.

If there are no search results, the following message displays: No Results.

Edit a Scenario for a Process

Permissions

Your user account or group membership must have the following permissions to edit Scenarios for a Process unless your user account has the Make this user a Super Admin setting selected:

• Processes: Edit Processes

• Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to edit a Scenario for a Process:

1. View your Processes.

2. Configure general settings for the Process. The Configuration tab displays.

3. Click the Scenarios tab. Testing scenarios display.

   

   Scenarios for a selected Process
4. Click the three dots icon, and then select the Edit Scenario option for the Scenario to edit. The Edit Scenario window displays.

   

   Edit a scenario for a selected Process
5. Edit the following if necessary:

   • From the Name setting, edit the scenario name for the Process. This is a required setting.

   • From the Description setting, edit the Scenario description for the Process.

   • From the Data setting, edit the JSON data model for the Process Scenario that mocks the Request data during Process Testing.

6. Click Save.

Delete Scenarios in a Process

Permissions

Your user account or group membership must have the following permissions to delete Scenarios for a Process unless your user account has the Make this user a Super Admin setting selected:

• Processes: Delete Processes

• Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to delete a Scenario for a Process:

1. View your Processes.

2. Configure general settings for the Process. The Configuration tab displays.

3. Click the Scenarios tab. Testing Scenarios display.

   

   Scenarios for a selected Process
4. Click the three dots icon, and then select the Delete option for the Scenario. The Caution window displays to confirm the deletion of the Scenario.
5. Click Confirm.

Related Topics

Process Testing Home

Create Process Tests