List Builder Test Cases

Owned by Don Nguyen
Last updated: Dec 09, 2019
7 min read

Components: 

  • List Builder

  • Function Invitee List

Prerequisites: 

  • Creating a Function

  • Setting Invitation Status to List Preparation

Scenarios:

  1. Area of Interest Filter

  2. Contact List View Filter

  3. Contact Name Filter

  4. Job Title Filter

  5. Location Filter

  6. Contact Type Filter

  7. Company worked for Filter

  8. Contact Relationship Type Filter

  9. Company Relationship Type Filter

  10. List Filter

  11. Function Filter

  12. Publication Filter

  13. Survey Filter

  14. List Builder Contact Filter

  15. AOI List

  16. Email List Loader

  17. Adding contacts to an Invitee List

  18. Deleting contacts in an Invitee List

  19. Sorting contacts in the List Builder

  20. Sorting contacts in the Invitee List

  21. Loading more contacts in the List Builder

  22. Loading more contacts in the Invitee List

Test Case #1: Area of Interest Filter

Prerequisites: 

  • Add Asset based lending AOI (AI-BF-1) to James Smart, Alethea Quodling, and Abraham Wegenen

  • Add Projects and project finance (AI-BF-4) to Alethea Quodling and Abraham Wegenen

  • Add Financial services regulation (AI-BF-3) to Abraham Wegenen

  1. Go to Function and create a new one named: List Builder Test Cases.

  2. By default, a new function should set the invitation status to List Preparation.

  3. Go to the Area of Interest filter and search for Asset based lending.

  4. Confirm James Smart, Alethea Quodling, and Abraham Wegenen show up in the search results.

  5. Now remove the Asset based lending filter.

  6. Go to the Area of Interest filter and search for Projects and project finance.

  7. Confirm Alethea Quodling and Abraham Wegenen show up in the search results.

  8. Now remove the Projects and project finance filter.

  9. Go to the Area of Interests filter and search for Financial services regulation.

  10. Confirm only Abraham Wegenen show up in the results.

  11. Now remove the Financial services regulation filter.

Results: 

  • Asset based lending AOI (AI-BF-1) to James Smart, Alethea Quodling, and Abraham Wegenen

  • Projects and project finance (AI-BF-4) to Alethea Quodling and Abraham Wegenen

  • Financial services regulation (AI-BF-3) to Abraham Wegenen

Test Case #2: Contact List View Filter

Prerequisites:

  • Aarika Midner, Abbe Foli, Dale White, David Black, and Devine Brown are on the Recently Viewed Contacts.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Contact List View Filter and add the “Recently Viewed Contacts” filter.

  3. Confirm the search results include Aarika Midner, Abbe Foli, Dale White, David Black, and Devine Brown.

Result: Aarika Midner, Abbe Foli, Dale White, David Black, and Devine Brown show up in the search results.

Test Case #3: Contact Name Filter

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Contact Name Filter: and search for Melissa Lu.

  3. Confirm Melissa Lu shows up in the results.

Result: Melissa Lu shows up in the results.

Test Case #4: Job Title Filter

Prerequisites:

  • Abbie Powderham, Adella Golland, and Baird Oldrey have VP Sales as the title.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Job Title Filter: and type in VP Sales.

  3. Confirm the search results include Abbie Powderham, Adella Golland, and Baird Oldrey.

Result: Abbie Powderham, Adella Golland, and Baird Oldrey show up in the results.

Test Case #5: Location Filter

Prerequisites:

  • Abbey Uwins, John Wayne, and Laural Baverstock have London as the city.

  • Abbot Ferdinand has Chicago as the city.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Location Filter: and type in London.

  3. Confirm the search results include Abbey Uwins, John Wayne, and Laural Baverstock.

  4. Remove London from the Location Filter.

  5. Click on the Location Filter: and type in Chicago.

  6. Confirm the search results include Abbot Ferdinand has Chicago as the city.

Result: Abbey Uwins, John Wayne, and Laural Baverstock show up for London and Abbot Ferdinand for Chicago.

Test Case #6: Contact Type Filter

Prerequisites:

  • Aida Kiss and Adelina Primett have Accountant for Contact Type.

  • Alyce Toye has Academic for the Contact Type.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Contact Type Filter: and select Accountant.

  3. Confirm the search results include Aida Kiss and Adelina Primett.

  4. Click on the Contact Type Filter: and select Academic.

  5. Confirm the search results include Aida Kiss, Adelina Primett, and Alyce Toye.

Result:

  1. First, when the Accountant filter is selected: Aida Kiss and Adelina Primett should only show up in the results.

  2. Second, when the Academic filter is added: Alyce Toye is added into the results with Aida Kiss and Adelina Primett.

Test Case #7: Company worked for Filter

Prerequisites:

  • Aarika Midner has Kazu for the Company.

  • Melissa Lu and James Smart has Firm X for the Company.

  • Abbey Uwins has Browsedrive for the Company.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Company worked for Filter: and type in Kazu.

  3. Confirm Aarika Midner shows up in the results.

  4. Remove Kazu from the filter.

  5. Click on the Company worked for Filter: and type in Firm X.

  6. Confirm Melissa Lu and James Smart show up in the results.

  7. Click on the Company worked for Filter: and type in Browsedrive.

  8. Confirm Melissa Lu, James Smart, and Abbey Uwins show up in the results.

Result:

  1. First, when Kazu is selected Aarika Midner should only show up in the results.

  2. Second, when Firm X is selected Melissa Lu and James Smart should only show up in the results.

  3. Third, when Browsedrive is selected Abbey Uwins is added into the results with Melissa Lu and James Smart.

Test Case #8: Contact Relationship Type Filter

Prerequisites:

  • Jill SA has a known by relationship with Abbe Foli.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Contact Relationship Filter and select Known by for the Contact Relationship Type.

  3. Type in Jill SA in the Contact field.

  4. Confirm Abbe Foli shows up in the results.

  5. Remove Jill SA from the Contact field.

  6. Type in Abbe Foli in the Contact field.

  7. Confirm Jill SA shows up in the results.

Result:

  • Jill SA should show up as Abbe Foli’s Known By relationship.

  • Abbe Foli should show up as Jill SA’s Known By relationship.

Test Case #9: Company Relationship Type Filter

Prerequisites:

  • James Smart is on the Board Member for Firm X.

  • Abbie Powderham is a Consultant for Firm X.

  • Dale White is a Former Employee of Company A.

  • Melissa Lu is an Employee of Company B.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Company Relationship Type filter and select Board Member.

  3. Type Firm X in the Company field.

  4. Confirm James Smart shows up in the results.

  5. Clear the filters.

  6. Type Firm X in the Company field.

  7. Confirm James Smart and Abbie Powderham show up in the results.

  8. Clear the filters.

  9. Click on the Company Relationship Type filter and select Former Employee of.

  10. Type Company A in the Company field.

  11. Confirm Dale White shows up in the results.

  12. Clear the filters.

  13. Click on the Company Relationship Type filter and select Employee of.

  14. Type Company B in the Company field.

  15. Confirm Melissa Lu shows up in the results.

Result:

  • James Smart and Abbie Powderham should show up in Firm X’s relationships.

  • Dale White should show up in Company A’s relationships.

  • Melissa Lu should show up in Company B’s relationships.

  • James Smart should show up in Firm X’s: Board Member filter.

  • Abbie Powderham should show up in Firm X’s: Consultant filter.

  • Dale White should show up in Company A’s: Former Employee of filter.

  • Melissa Lu should show up in Company B’s: Employee of filter.

Test Case #10: List Filter

Prerequisites:

  • Add Melissa Lu, James Smart, and Abbie Powderham to a new List called: List Builder List Demo

  1. Go to the Function: List Builder Test Cases.

  2. Click on the List filter and select List Builder List Demo.

  3. Confirm Melissa Lu, James Smart, and Abbie Powderham show up in the results.

Result:

  • Melissa Lu, James Smart, and Abbie Powderham should show up in the results based on the List.

Test Case #11: Function Filter

Prerequisites:

  • Create a function named List Builder Function Demo.

  • Add Melissa Lu, James Smart, and Abbie Powderham into the Invitee List in the function: List Builder Function Demo.

  • Melissa Lu has accepted the RSVP.

  • James Smart has attended the RSVP.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Function filter and select List Builder Function Demo.

  3. Confirm Melissa Lu, James Smart, and Abbie Powderham show up in the results.

  4. Click on the Function filter and select List Builder Function Demo then click on ‘Accepted’

  5. Confirm Melissa Lu shows up in the results.

  6. Clear the filters.

  7. Click on the Function filter and select List Builder Function Demo then click on ‘Attended’

  8. Confirm James Smart shows up in the results.

Result:

  • Melissa Lu, James Smart, and Abbie Powderham should show up in the results based on the Function Invitee List.

  • Melissa Lu should show up on the results based on the accepted filter.

  • James Smart should show up on the results based on the attended filter.

Test Case #12: Publication Filter

Prerequisites:

  • Create a Publication named List Builder Publication Demo.

  • Add John Wayne, Abbe Foli, and Abbey Uwins into the subscriber list.

  • John Wayne has clicked on the RSVP.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Publication filter and select List Builder Publication Demo.

  3. Confirm John Wayne, Abbe Foli, and Abbey Uwins show up in the results.

  4. Click on the Publication filter and select List Builder Publication Demo then click on ‘Clicked’

  5. Confirm John Wayne shows up in the results.

Result:

  • John Wayne, Abbe Foli, and Abbey Uwins should show up in the results based on the Subscriber List.

  • John Wayne should show up on the results based on the ‘Clicked’ filter.

Test Case #13: Survey Filter

Prerequisites:

  • Create a Survey called List Builder Survey Demo.

  • Add Melissa Lu, James Smart, and Abbie Powderham as Respondents to the Survey: List Builder Survey Demo.

  1. Go to the Function: List Builder Test Cases.

  2. Click on the Survey filter and select List Builder Survey Demo.

  3. Confirm Melissa Lu, James Smart, and Abbie Powderham show up in the results.

Result:

  • Melissa Lu, James Smart, and Abbie Powderham should show up in the results based on being respondents to the List Builder Survey Demo.

Test Case #14: List Builder Contact Filter

Prerequisites:

  • Create a Function named List Builder Contact Filter Demo.

  • Add Melissa Lu, James Smart, and David Black into the Invitee List.

  1. Go to the Function: List Builder Contact Filter Demo.

  2. Confirm that the filter: All Contacts is selected by default.

  3. Confirm all contacts in the org are on the search results.

  4. Click on the filter and select ‘Currently on List’

  5. Confirm Melissa Lu, James Smart, and David Black are on the search results.

  6. Click on the filter and select ‘Not on List’

  7. Confirm Melissa Lu, James Smart, and David Black are not on the list.

Result:

  • Currently on List should list Melissa Lu, James Smart, and David Black.

  • Not on List should list everyone other than Melissa Lu, James Smart, and David Black.

  • All Contacts should list all contacts in the org.

Test Case #15: AOI List

Prerequisites:

  • Add Banking and Finance (AI-BF), Financial services regulation (AI-BF-3), and Restructuring and insolvency (AI-BF-6) to John Smith.

  1. Go to the Function: List Builder Function Demo.

  2. Go to the Contact Filter and type in John Smith.

  3. Click on the AOI List and confirm John Smith has Banking and Finance (AI-BF), Financial services regulation (AI-BF-3), and Restructuring and insolvency (AI-BF-6).

Result:

  • John Smith has Banking and Finance (AI-BF), Financial services regulation (AI-BF-3), and Restructuring and insolvency (AI-BF-6) in the AOI List.

Test Case #16: Email List Loader