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FieldLogs

Creating a Tryout

The Tryout can be created on the following Artifacts.

  • Templates

  • Incidents

  • Documents

  • Operation Plans

  • Tryouts

Note

Access to this feature is restricted. Contact your administrator to enable it.

To create a Tryout:

  1. On the main menu, go to Enterprise > Tryouts > Tryouts.

    TryoutNavigation.png

    The page Tryouts appears.

    PageTryout.png

  2. Click Create.

    ClickCreate.png

    The page Create Tryout appears.

    PageCreateTryout.png

  3. Enter the name and description.

    Name_Description.png

  4. Select the Tryout Type.

    TryoutType.png

    Note

    The Tryout Type associates the Tryout with an Artifact type.

  5. [Optional] Select an existing Group by expanding the dropdown. If required you can create a new Group by entering the Group name as shown below.

    The Group is used to logically group related Tryouts.

    SelectGroup.png
    CreatedGroup.png

    Note

    If a Group is not selected, the Tryout is added under the No group category as shown below.

    Nogroup.png

  6. [Optional] Add Custom Fields.

    CustomField.png

  7. Select an Artifact. The Artifacts vary based on the Tryout Type selected. Artifacts could be one of the following:

    • Templates

    • Incidents

    • Documents

    • Operation Plans

    • Tryouts

    Artifact.png

    In the above example, the Artifact is a Template, as the selected Tryout Type is linked to Template.

    TemplatesList.png

  8. Select the Start Date and End Date as shown below.

    ClickDatesfield.png
    Start_EndDates.png

  9. [Optional] Select the required Functional Types.

  10. [Optional] Click the Notification Settings button to activate notifications.

    NotificationSettings.png

    Select the following details in the dialog Notification Settings and click Save:

    • Notification Type: The type of notification to be sent - Email or In-App.

    • Notification Target: The User Set to which the notification should be sent.

    • Settings: The event trigger for the notification.

    NotificationSettingsFilled.png

    Whenever the selected event occurs, a notification is sent to the users and an Event Subscription is added.

    EventSubscription.png

  11. Click Create.

    ClickCreateFinal.png

    The Tryout Maintenance Template Tryout is created under the Engine Maintenance Group. It is in Draft status.

    TryoutCreated.png

    The details of the created Tryout now appears under the Tryouts Definition section. You can modify the Tryout details if required. Click Save to save the modifications or revert to the original definition by clicking the Revert button.

    Save_Revert.png

    When you click Run, a Process Flow Task is created and the details are displayed under the Process Flow Tasks section. The status of the Tryout changes to Running. This Process Flow Task is based on the Lifecycle linked to the Tryout Type used for the current Tryout.

    ClickRun.png
    ProcessFlowTask.png
Viewing the Process Flow Task

The Tryout Tasks generated allows you to validate the different Artifacts. It follows the Tryout Lifecycle linked to this Tryout.

Every Task can be picked up and moved through the different stages. The Artifact to be tried out can be assigned to the respective users for validation from the Process Flow Task. The Lifecycle Forms ensure that the Tryout data or feedback corresponding to the Artifact or Task is being captured at different stages of the process.

The layout of the Process Flow Tasks section is as shown below:

ProcessFlowTasks_Sections.png

  • Tryout Task: You can view the Tryout Task details of the Tryout. The Tryout Task name, the owner's ID (user who picked up the task), and the creation date and time are displayed.

    ApprovalTaskSection.png

    When the validation is complete, the Tryout Task no longer appears in the table.

  • Tryout Information: The Tryout information and Task actions are available in this section. Information such as the Tryout name, description, start and end dates, the Artifact to be validated, Functional Types, and comments are displayed.

    TryoutInformation.png

    You can perform the following actions in this section:

    1. Pick up a Task: Click PickUpButton.png to pick up the Tryout Task and validate the workflow.

      Once you pick up the task, you may see other actions displayed. These actions are customizable and could vary based on the current state of the task.

    2. View Tryout Details: Click DetailsButton.png to view the Tryout definition details.

      DetailsScreen.png

      Note

      The Edit option is visible instead of Details if a stage of the task is configured to be editable in the Lifecycle.

    3. View Task History: Click HistoryButton.png to view the associated Lifecycle and the history of actions in the Task History section.

      TaskHistory.png

    4. On an Artifact, you can perform the following:

      ActionsOnArtifact.png

      • View the Artifact: Click EyeIcon.png to preview it in a popup window.

        TemplateDetails_Dialog.png

      • Navigate to the Artifact: Click NavigateIcon.png to view the Artifact in the corresponding page in FieldLogs.

      • Assign the Artifact for Tryout: Click AssignTryout.png to assign the Artifact for validation.

        The Artifact attached to a Tryout Task can also be assigned for Tryout directly from the corresponding feature page.

        The below example highlights the Assign (Tryout) option on a Template in the Template page.

        TemplateSectionAssignTryout.png

  • Lifecycle Forms: The Lifecycle Forms associated to the different stages of the workflow are displayed.

    LifecycleForms.png
In this section: