Testing the Complex Process Flow Event

In the final step of the Complex Process Flow tutorial, the process flow has been created and linked to the Persons entity. All that remains now is to test the functionality. To do this:

1. Open a new record from the Persons service.
   
   
2. Enter first and last name, putting XY at the beginning of the last name entered, where XY are your initials.
   
   
3. Save the record.
   
   
4. Check your email for the notification that the product literature was sent, including the name of the person whose record you just created. Open this Persons record in Aptify and click on the Orders tab to validate that an order was created. Open the Orders record to validate that the order was placed for the correct product.
   • Depending on the email system used, you may receive a message stating that an outside source is attempting to send an email. Click the OK button to allow this to occur.

Next, make sure that the filter created in the rule-based step is functioning correctly. We know that the order was created automatically when the Persons record created is not associated with a company. The next step is to make sure that the product literature is not sent when a person is associated with a company.

1. Open a new record from the Persons service.
2. Enter first and last name, putting XY at the beginning of the last name entered, where XY are your initials.
3. Enter or select a company.
4. Save the record.
5. Check to see if an email notification was sent.
6. Create a view in the Orders service for all orders made by the Persons record created in this test. If the process flow functioned correctly, the view does not include any records.

Cleaning Up

Unless you make the Event Handler inactive, you will continue to receive email messages every time anyone creates a new Persons record without a linked company in the system.

1. Open the Event Handler created in this example.
2. Clear the Active option.
3. Click OK to save the record, then exit the Event Handler Management form.

Close Aptify and reopen the application before performing any more processing within the system.