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9. Test Your Module and View Business Reports

Testing your workflows to ensure everything is working is an integral part of the building process in Tonkean—test early and test often!

In this walkthrough, we leverage the initial test email we sent earlier in the process to verify that the module is sending the correct reply, and that the buttons we added are working along with the form sequence. After running through the test, we use the newly-created example item in the business report to customize the view and understand some business report basics.

Est. time to complete: 6 minutes

Prerequisites

  • Module with an Ask a Question action that includes two response buttons

  • Three update forms arranged in sequence

  • Three global fields and a formula field

  • Test email that's been sent to an email inbox input source

Complete 8. Create Formula and Global Fields before starting this walkthrough.

Video Walkthrough

Follow Along

Test the Buttons (0:00 - 2:09)

First, we test the buttons we configured to initiate a form sequence:

  1. Select Test in the upper right of the module builder.

  2. If an error occurs, check to see if you have any empty action blocks and delete them. Additionally, if you have trigger blocks in your module that aren't yet configured, turn them off by selecting the toggle in the upper right of the trigger panel.

  3. After removing empty actions and toggling off unconfigured triggers, select the Test button again. The Test Inbox Triage window displays.

  4. Select the Create test item dropdown and select the test email you sent in 2. Create a Module and Monitor a Data Source.

  5. Select Test Now. The Module Events History screen displays.

  6. Navigate to the email account you used to send the initial test email. You should see an automated reply that includes the two buttons we configured: Open up Google and Submit a Ticket.

  7. Select Open up Google. A new browser tab opens at address https://www.google.com. Once you confirm this works as expected, close the tab.

  8. Return to the automated reply and select Submit a Ticket. A new browser tab opens with the Submit a new request form.

  9. Select the What do you need help with? dropdown and select HR Question, then select Submit Form. The HR Question form displays.

  10. Select the HR Request Type dropdown and select New Employee Onboarding.

  11. In the Additional Details field, enter "I am a new employee and I need my checklist.", then select Submit Form. A confirmation message displays thanking you for completing the form.

Test the Reply Workflow (2:10 - 2:46)

Then, we test the workflow where, instead of selecting a button, the user replies to the email:

  1. Return to the automated reply in your email account and create a reply message.

  2. In the reply, enter "I need more help, please reach back out to me.", then send the reply.

  3. Navigate back to the Module Events History screen in Tonkean. Notice the two new events that were generated from filling out and submitted the two forms.

  4. Select Close in the upper right. The Module Events History screen closes and you return to the module builder.

View the Business Report (2:47 - 4:41)

  1. In the module builder, select Report in the upper right. The Business Reports screen displays, with the specific business report for the Inbox Triage module open. Notice item with the custom concatenated string that displays in the center of the screen. Additionally, the global fields display as key metrics above the calendar view.

  2. Select the three-dots button, three_dots.png, to the left of the Module Studio button, and select Manage Fields. The Manage Fields window displays.

  3. Scroll down to the Manage Global Fields (Key Metrics) section. Hover over the right portion of each global field and select the show/hide button, show-hide.png, to make the global fields visible in the business report, then select Close. The Manage Fields window closes. On on the business report, notice that the three global fields we created previously now display in black and are display the data we expect.

  4. Select the single item in the center of the screen. The detailed item view displays, containing various widgets with additional details about the item processed by the module.

You've successfully tested each aspect of the module, confirming that both the button-initiated form sequence and the email-reply logic work as expected. You've also learned the basics of the business report, including the detailed view of an item that, in our case, shows the reply we added to the email thread and the item timeline.

With everything working properly, the next part of the process is to publish the module and solution.

Next Step