3-Day Manual Testing Framework

Environment: the active QA deployment URL (see /operations/deployment-workflow) Duration: 3 days (Wed, Thurs, Fri) Tester: ___________________ Date: ___________________

Testing Instructions

How to Use These Scripts

Execute tests in order - Start with Day 1, then Day 2, then Day 3
Record results - Mark each test as PASS/FAIL/BLOCKED
Document bugs - Use the Bug Report Template at the end
Take screenshots - Capture any errors or unexpected behavior
Ask questions - Flag any unclear requirements immediately

Test Result Codes

✅ PASS - Test completed successfully, actual matches expected
❌ FAIL - Test failed, bug found
⚠️ BLOCKED - Cannot complete due to dependency/environment issue
⏭️ SKIP - Intentionally skipped (note reason)

DAY 1: Core Functionality (Critical Path)

Focus: Authentication, form creation, publishing, submission Time Estimate: 6-8 hours

TS-001: User Authentication Flow

Objective: Verify users can log in and access the system Priority: Critical Prerequisites: Valid WorkOS account credentials

Test Steps

Step	Action	Expected Result
1	Navigate to the active QA deployment URL	Landing page loads, shows login button
2	Click “Login” or “Sign In” button	Redirected to WorkOS login page
3	Enter valid email and password	Credentials accepted
4	Complete authentication	Redirected to Terra dashboard at `/`
5	Verify session persists	User remains logged in on page refresh
6	Verify user role displayed	User role badge visible in header/nav
7	Open new tab with staging URL	Session carries over, no re-login required
8	Click logout	User logged out, redirected to login page
9	Try accessing `/forms` while logged out	Redirected to `/login` with returnTo parameter
10	Log back in	Redirected to originally requested URL

Test Data:

Email: [Your test account email]
Password: [Your test account password]

Notes: Record any issues with authentication flow, redirects, or session handling

TS-002: Create and Publish a Form

Objective: Verify form creation and publishing workflow Priority: Critical Prerequisites: Authenticated as admin user

Test Steps

Step	Action	Expected Result
1	Navigate to dashboard `/`	Dashboard loads with “Create Program” button
2	Click “Create Program” button	Redirected to form builder or creation dialog
3	Enter form title: “QA Test Form 1”	Title saved
4	Add description: “Testing form creation flow”	Description saved
5	Add a text field labeled “First Name”	Field appears in builder
6	Mark field as required	Required indicator shows
7	Add a number field labeled “Age”	Field appears in builder
8	Add a choice field “Favorite Color” with options: Red, Blue, Green	Field with options appears
9	Click save/auto-save	Form saved as draft
10	Navigate to `/forms`	New form appears in list with “Draft” status
11	Open form settings	Settings page loads
12	Set form slug: “qa-test-1”	Slug saved
13	Click “Publish” button	Publishing confirmation dialog appears
14	Confirm publish	Form status changes to “Published”
15	Verify form slug	Form accessible at `/f/qa-test-1`

Test Data:

Form title: “QA Test Form 1”
Form slug: “qa-test-1”
Fields: First Name (text, required), Age (number), Favorite Color (choice)

Notes: Record any issues with form builder, saving, or publishing

TS-003: Submit a Public Form (Anonymous)

Objective: Verify anonymous users can submit public forms Priority: Critical Prerequisites: TS-002 completed (published form exists)

Test Steps

Step	Action	Expected Result
1	Open incognito/private browser window	Clean session started
2	Navigate to `/f/qa-test-1`	Form loads without login requirement
3	Verify form title displays	”QA Test Form 1” shows at top
4	Verify all fields render	First Name, Age, Favorite Color visible
5	Leave First Name empty, click Submit	Validation error: “First Name is required”
6	Fill First Name: “Test User”	Value entered
7	Fill Age: “25”	Value entered
8	Select Favorite Color: “Blue”	Option selected
9	Click Submit	Form submits, loading indicator shows
10	Verify success message	”Thank you” or success confirmation displays
11	Verify cannot submit again	Form shows “submitted” state or redirects

Test Data:

First Name: “Test User”
Age: 25
Favorite Color: Blue

Notes: Record submission ID if shown, note any validation or submission errors

TS-004: View Submissions in Admin Dashboard

Objective: Verify admins can view form submissions Priority: Critical Prerequisites: TS-003 completed (submission exists)

Test Steps

Step	Action	Expected Result
1	Log in as admin	Dashboard loads
2	Navigate to `/forms`	Forms list displays
3	Find “QA Test Form 1”	Form shows in list
4	Verify submission count shows “1”	Count displays correctly
5	Click on form to view details	Form detail page loads
6	Navigate to Submissions tab/page	Submissions list loads
7	Verify submission appears in list	One submission visible with timestamp
8	Click on submission to view details	Submission detail page opens
9	Verify all submitted data displays	First Name: “Test User”, Age: 25, Color: Blue
10	Verify submission metadata	Status, date/time, reference ID visible

Notes: Record submission reference ID, note any data discrepancies

TS-005: Form Status Management

Objective: Verify form status changes work correctly Priority: Critical Prerequisites: TS-002 completed

Test Steps

Step	Action	Expected Result
1	Navigate to form settings for “QA Test Form 1”	Settings page loads
2	Locate Status dropdown/toggle	Current status shows “Published”
3	Change status to “Closed”	Status updates to Closed
4	Save changes	Settings saved successfully
5	Open incognito window, visit `/f/qa-test-1`	Form shows “This form is closed” message
6	Verify cannot submit	Submit button disabled or hidden
7	Return to admin, change status to “Published”	Status updates to Published
8	Refresh public form in incognito	Form is accessible again, can submit

Notes: Document any issues with status changes or public form behavior

TS-006: Multiple Field Types

Objective: Test all major form field types render and validate Priority: High Prerequisites: Authenticated as admin

Test Steps

Step	Action	Expected Result
1	Create new form “QA Field Types Test”	Form created
2	Add text field “Full Name” (required)	Field added
3	Add number field “Phone Number” (required)	Field added
4	Add date field “Date of Birth” (required)	Field added
5	Add choice/select “Employment Status” with options: Employed, Unemployed, Student	Field added
6	Add file upload field “Resume”	Field added
7	Add signature field “Signature”	Field added
8	Save and publish form with slug “qa-field-types”	Form published
9	Visit `/f/qa-field-types` in incognito	All fields render correctly
10	Test text field: enter “John Doe”	Value accepted
11	Test number field: enter “5551234567”	Value accepted
12	Test date field: select a date	Date picker works, date selected
13	Test choice field: select “Employed”	Option selected
14	Test file upload: upload small PDF (< 5MB)	File uploads, shows filename
15	Test signature: draw signature	Signature captured
16	Submit form with all fields filled	Submission successful
17	Verify submission in admin	All field values display correctly

Test Data:

Full Name: “John Doe”
Phone: “5551234567”
DOB: “1990-01-01”
Employment: “Employed”
Resume: test.pdf (prepare small PDF file)
Signature: [Draw simple signature]

Notes: Test each field type’s validation, note any rendering or submission issues

TS-007: Form Validation

Objective: Verify client-side and server-side validation Priority: High Prerequisites: TS-006 form exists

Test Steps

Step	Action	Expected Result
1	Visit `/f/qa-field-types`	Form loads
2	Click Submit without filling any fields	Validation errors show for all required fields
3	Fill Full Name: “Test”	Error clears for that field
4	Fill Phone: “abc” (letters)	Error: “Must be a number” or similar
5	Fill Phone: “1234567890” (valid)	Error clears
6	Try invalid date format in DOB	Validation error or date picker enforces format
7	Select valid date	Error clears
8	Try uploading 100MB file (if possible)	Error: “File too large”
9	Upload valid file < 5MB	File accepted
10	Fill all fields correctly and submit	Form submits successfully

Notes: Document validation messages, ensure both client and server validation work

Objective: Verify share links work and track responses Priority: High Prerequisites: Published form exists

Test Steps

Step	Action	Expected Result
1	Navigate to form settings for “QA Test Form 1”	Settings loads
2	Go to Share Links section	Share links page loads
3	Click “Create Share Link”	Creation dialog opens
4	Enter name: “Email Campaign 1”	Name entered
5	Set UTM parameters: utm_source=email, utm_medium=campaign	Parameters saved
6	Save share link	Link created, unique URL generated
7	Copy share link URL	URL copied to clipboard
8	Open incognito window, paste share link	Form loads with share link tracking
9	Fill and submit form	Submission successful
10	Return to admin, view share link stats	Response count shows “1”
11	Set response limit: “2”	Limit saved
12	Submit form via share link again (incognito)	Second submission successful
13	Try submitting third time	Shows “limit reached” message
14	Set share link status to “Closed”	Status updated
15	Try accessing share link	Shows “link closed” message

Test Data:

Link name: “Email Campaign 1”
UTM source: “email”
UTM medium: “campaign”
Response limit: 2

Notes: Record share link URL, verify tracking accuracy

TS-009: Draft Submissions

Objective: Verify users can save and resume draft applications Priority: High Prerequisites: Authenticated user (non-admin)

Test Steps

Step	Action	Expected Result
1	Create form “QA Draft Test” with 5+ fields	Form created and published
2	Log in as regular user (not admin)	Logged in to portal
3	Navigate to portal `/portal`	Portal dashboard loads
4	Click “Start New Application”	Form selection dialog or redirects to form
5	Select “QA Draft Test” form	Form loads in application mode
6	Fill first 2 fields only	Values entered
7	Click “Save Draft” or navigate away	Draft auto-saved
8	Return to portal dashboard	Application shows as “Draft” status
9	Click “Continue Application”	Redirects to form with saved values
10	Verify previously filled fields have values	Fields 1-2 are pre-filled
11	Fill remaining fields	All fields completed
12	Submit application	Status changes to “Submitted”
13	Verify cannot edit submitted application	Application is read-only

Notes: Test auto-save functionality, verify draft persistence

TS-010: Basic Email Notifications

Objective: Verify email notifications send on form submission Priority: High Prerequisites: Form with notifications configured

Test Steps

Step	Action	Expected Result
1	Create form “QA Notifications Test”	Form created
2	Add email field “Your Email” (required)	Field added
3	Go to form settings > Notifications	Notifications page loads
4	Enable “Email on Submission”	Toggle enabled
5	Add recipient email: [your test email]	Recipient added
6	Enable “Send confirmation to submitter”	Toggle enabled
7	Save notification settings	Settings saved
8	Publish form	Form published
9	Submit form with email: [your email]	Form submitted
10	Check inbox for admin notification	Email received with submission details
11	Check inbox for submitter confirmation	Confirmation email received
12	Verify email contains correct data	All submitted values appear in email

Test Data:

Test email address: [Use your email]

Notes: Check spam folder if emails not received, note delivery time

DAY 2: Advanced Features & Settings

Focus: Form settings, integrations, team management, portal Time Estimate: 6-8 hours

TS-011: Form Builder - Complex Field Configurations

Objective: Test conditional logic and field dependencies Priority: High Prerequisites: Authenticated as admin

Test Steps

Step	Action	Expected Result
1	Create form “QA Conditional Logic Test”	Form created
2	Add choice field “Are you employed?” Options: Yes, No	Field added
3	Add text field “Employer Name”	Field added
4	Set condition: Show “Employer Name” only if “Are you employed?” = “Yes”	Condition configured
5	Add another field “Reason for unemployment”	Field added
6	Set condition: Show “Reason” only if employed = “No”	Condition configured
7	Publish form	Form published
8	Visit form in incognito	Form loads
9	Verify “Employer Name” and “Reason” are hidden	Only “Are you employed?” visible
10	Select “Yes” for employment	”Employer Name” field appears
11	Verify “Reason” remains hidden	Only employer field visible
12	Change to “No"	"Employer Name” hides, “Reason” appears
13	Fill “Reason” and submit	Form submits successfully
14	Verify submission shows correct conditional data	Only “No” and reason recorded

Notes: Test various conditional scenarios, note any logic failures

TS-012: Workspaces/Folders Management

Objective: Verify workspace organization features Priority: Medium Prerequisites: Multiple forms exist

Test Steps

Step	Action	Expected Result
1	Navigate to forms list `/forms`	Forms list loads
2	Click “Create Workspace” or similar	Creation dialog opens
3	Enter name: “QA Workspace 1”	Name entered
4	Select color: Blue	Color selected
5	Save workspace	Workspace created, appears in sidebar
6	Drag form “QA Test Form 1” into workspace	Form moves to workspace
7	Verify form appears under workspace	Form listed in workspace
8	Click workspace to filter	Only forms in workspace display
9	Create another workspace “QA Workspace 2”	Workspace created
10	Move form to different workspace	Form moves successfully
11	Rename workspace to “QA Renamed”	Name updates
12	Delete workspace	Confirmation dialog appears
13	Confirm deletion	Workspace deleted, forms move to uncategorized

Notes: Test drag-and-drop, verify workspace persistence

TS-013: Team Member Management

Objective: Verify team collaboration features Priority: High Prerequisites: At least 2 test accounts available

Test Steps

Step	Action	Expected Result
1	Open form settings for “QA Test Form 1”	Settings loads
2	Navigate to Team tab	Team management page loads
3	Click “Add Team Member”	Invitation dialog opens
4	Enter email: [second test account]	Email entered
5	Select role: “Editor”	Role selected
6	Send invitation	Invitation sent, pending status shows
7	Log in as second account	Dashboard loads
8	Check for invitation notification	Invitation appears in notifications/inbox
9	Accept invitation	Invitation accepted
10	Verify form appears in forms list	”QA Test Form 1” visible
11	Open form as editor	Can view and edit form
12	Try accessing form settings as editor	Settings accessible based on editor permissions
13	Log back in as owner	Original account
14	Change team member role to “Viewer”	Role updated
15	Log in as second account again	Dashboard loads
16	Try editing form	Edit button disabled or shows read-only
17	Log back in as owner, remove team member	Member removed from team
18	Log in as removed account	Dashboard loads
19	Verify form no longer appears	”QA Test Form 1” not in list

Test Data:

Team member email: [Second test account]
Roles: Editor, Viewer

Notes: Test different role permissions, verify access control

TS-014: Form Versioning and Restore

Objective: Verify version history and restore functionality Priority: Medium Prerequisites: Form with some edit history

Test Steps

Step	Action	Expected Result
1	Open “QA Test Form 1” in editor	Form loads
2	Make edit: Change title to “Version 2 Title”	Title changed
3	Save changes	Auto-saved or manual save
4	Make another edit: Add new field “Version 2 Field”	Field added
5	Save again	Changes saved
6	Navigate to Settings > Versions	Version history page loads
7	Verify version list shows 2+ versions	Multiple versions with timestamps
8	Click on earlier version to preview	Preview shows original form state
9	Click “Restore this version”	Confirmation dialog appears
10	Confirm restore	Form reverts to earlier version
11	Verify title is back to “QA Test Form 1”	Original title restored
12	Verify “Version 2 Field” is removed	Field no longer present
13	Check version history	New “restore” version created

Notes: Verify version timestamps are accurate, test restore functionality

TS-015: Form Export and Import

Objective: Verify forms can be exported and imported Priority: Medium Prerequisites: At least one published form

Test Steps

Step	Action	Expected Result
1	Navigate to form settings for “QA Test Form 1”	Settings loads
2	Go to Export/Data section	Export page loads
3	Click “Export Form as JSON”	Download dialog appears
4	Download file	JSON file saved locally
5	Open JSON file in text editor	Valid JSON structure visible
6	Navigate to forms list	Forms list loads
7	Click “Import Form” button	Import dialog opens
8	Select “Import from File”	File upload dialog appears
9	Upload the exported JSON file	File uploads
10	Verify import preview shows form structure	All fields and settings visible
11	Confirm import	New form created with name “Copy of QA Test Form 1”
12	Open imported form	Form loads with all original fields
13	Verify all settings carried over	Title, description, fields match original

Notes: Save exported JSON file, verify data integrity after import

TS-016: Airtable Integration

Objective: Test Airtable sync functionality Priority: Medium Prerequisites: Airtable account with test base, form with submissions

Test Steps

Step	Action	Expected Result
1	Navigate to form settings > Integrations	Integrations page loads
2	Find Airtable integration card	Airtable option visible
3	Click “Connect Airtable”	OAuth flow initiated
4	Authorize Airtable access	Redirected back to Terra
5	Select Airtable base: [test base]	Base selected
6	Select table: [test table]	Table selected
7	Map form fields to Airtable columns	Field mappings configured
8	Enable auto-sync	Toggle enabled
9	Save integration settings	Settings saved
10	Submit new form response	Submission successful
11	Wait 1-2 minutes for sync	Sync processing
12	Check Airtable base	New record appears in table
13	Verify all mapped fields synced correctly	Data matches submission
14	View sync history in Terra	Sync log shows successful sync

Test Data:

Airtable base: [Your test base name]
Airtable table: [Your test table name]

Notes: May skip if no Airtable account available - mark as SKIP with reason

TS-017: Plaid Bank Verification

Objective: Test Plaid bank account verification field Priority: Medium Prerequisites: Plaid integration configured

Test Steps

Step	Action	Expected Result
1	Create form “QA Plaid Test”	Form created
2	Add Plaid Bank Verification field	Field added to form
3	Configure field settings	Settings saved
4	Publish form	Form published
5	Visit form in incognito	Form loads
6	Click on bank verification field	Plaid Link modal opens
7	Select test bank “Plaid Bank”	Bank selected
8	Enter test credentials (user_good / pass_good)	Credentials accepted
9	Select test account	Account selected
10	Complete Plaid flow	Modal closes, success message shows
11	Submit form	Form submits with bank verification
12	View submission in admin	Bank account details visible

Test Data:

Plaid test credentials: user_good / pass_good (Plaid Sandbox)

Notes: Uses Plaid Sandbox environment for testing - may skip if not configured

TS-018: Webhook Configuration and Testing

Objective: Verify webhooks trigger on form submission Priority: Medium Prerequisites: Webhook testing tool (webhook.site or similar)

Test Steps

Step	Action	Expected Result
1	Go to webhook.site and copy unique URL	URL copied
2	Navigate to form settings > Webhooks	Webhooks page loads
3	Click “Add Webhook”	Webhook form appears
4	Enter webhook URL from webhook.site	URL entered
5	Select event: “On Form Submission”	Event selected
6	Save webhook	Webhook created
7	Submit test form	Submission successful
8	Check webhook.site for incoming request	Request received
9	Verify webhook payload contains submission data	All fields present in JSON payload
10	View webhook delivery history in Terra	Shows successful delivery with timestamp
11	Change webhook URL to invalid URL	URL updated
12	Submit another form	Submission successful
13	Check webhook history	Shows failed delivery with error
14	Try manual retry	Retry fails again (expected)

Test Data:

Webhook URL: [Get from webhook.site]

Notes: Examine webhook payload structure, verify all data included

TS-019: Portal - Application Management

Objective: Test portal application workflows Priority: High Prerequisites: Published form, authenticated non-admin user

Test Steps

Step	Action	Expected Result
1	Log in as regular user (not admin)	Logged in
2	Navigate to `/portal`	Portal dashboard loads
3	Verify “My Applications” section exists	Section visible
4	Click “Start New Application”	Form selection or new application flow starts
5	Select form to apply to	Form loads in application mode
6	Fill out form partially	Values entered
7	Click “Save Draft”	Draft saved, returned to portal
8	Verify draft appears in applications list	Status shows “Draft”
9	Click “Continue” on draft	Returns to form with saved values
10	Complete and submit application	Status changes to “Submitted”
11	Verify application now read-only	Cannot edit after submission
12	Check submitted applications section	Application appears with “Submitted” status
13	View application details	All submitted data visible

Notes: Test portal navigation, verify draft auto-save behavior

TS-020: Admin - Submission Status Management

Objective: Verify admins can update submission statuses Priority: High Prerequisites: Form with submissions

Test Steps

Step	Action	Expected Result
1	Log in as admin	Dashboard loads
2	Navigate to form submissions	Submissions list loads
3	Select a submission	Submission detail page opens
4	Locate status dropdown	Shows current status “Submitted”
5	Change status to “Approved”	Status updates
6	Add status note: “Meets all requirements”	Note added
7	Save status change	Change saved successfully
8	Verify status history updated	New status entry with timestamp appears
9	If applicant is logged in, verify they see status update	Status reflects in portal
10	Change status to “Rejected”	Status updates
11	Add rejection note: “Missing documentation”	Note added
12	Save changes	Change saved

Notes: Test all status transitions, verify notifications if configured

TS-021: Form Analytics and Insights

Objective: Verify analytics display correctly Priority: Medium Prerequisites: Form with several submissions

Test Steps

Step	Action	Expected Result
1	Navigate to form settings > Insights	Analytics page loads
2	Verify total submissions count	Shows accurate count
3	Verify completion rate displays	Percentage shown (e.g., “85%“)
4	Check time filter options	Can select: 24h, 7d, 30d, All
5	Select “Last 7 days”	Charts update to show 7-day data
6	View submission timeline chart	Line/bar chart shows daily submissions
7	View field drop-off analysis	Shows which fields users abandon
8	Verify visitor count (if tracked)	Shows unique visitors
9	Export analytics data	CSV download starts

Notes: May show limited data with few submissions - verify calculations are correct

TS-022: Mobile Responsiveness

Objective: Verify Terra works on mobile devices Priority: High Prerequisites: Access to mobile device or browser dev tools

Test Steps

Step	Action	Expected Result
1	Open browser dev tools, toggle mobile view	Mobile viewport activated
2	Set viewport to iPhone SE (375x667)	Viewport resized
3	Navigate to staging Terra	Landing page loads, fits screen
4	Log in	Login flow works on mobile
5	View dashboard	Dashboard adapts to mobile layout
6	Navigate to forms list	Forms list uses mobile layout, readable
7	Open a form	Form editor/builder adapts to mobile (or shows desktop notice)
8	Visit public form `/f/qa-test-1`	Form renders well on mobile
9	Fill out form fields	All inputs accessible and usable
10	Submit form	Submission works on mobile
11	Test portal on mobile	Portal layout adapts to small screen
12	Test with Android viewport (360x800)	Similar results on Android size

Notes: Test on actual device if available, note any layout issues

DAY 3: Edge Cases, Security, & Final Testing

Focus: Error handling, permissions, edge cases, security Time Estimate: 6-8 hours

TS-023: Concurrent Form Editing

Objective: Test form locking when multiple users edit Priority: High Prerequisites: 2 user accounts, same form access

Test Steps

Step	Action	Expected Result
1	Log in as User A	Dashboard loads
2	Open form “QA Test Form 1” in editor	Form loads, editing enabled
3	Log in as User B (different browser/incognito)	Dashboard loads
4	User B opens same form in editor	Warning: “Another user is editing” or form locked
5	Verify User B cannot edit	Form read-only or shows lock message
6	User A makes a change and saves	Change saved
7	User A closes editor or logs out	Form lock released
8	Wait 5 minutes (lock timeout)	Lock expires
9	User B refreshes page	Form now editable for User B
10	User B makes changes	Changes saved successfully

Notes: Test 5-minute heartbeat timeout, verify lock indicator shows who’s editing

TS-024: Permission and Access Control

Objective: Verify non-admin users cannot access admin features Priority: Critical Prerequisites: Regular user account (non-admin)

Test Steps

Step	Action	Expected Result
1	Log in as non-admin user	Portal loads
2	Try navigating to `/forms` directly	Redirected to `/portal` or 403 error
3	Try navigating to `/settings`	Redirected or 403 error
4	Try URL `/forms/[formId]/edit`	Access denied
5	Try URL `/forms/[formId]/submissions`	Access denied
6	Verify portal access works	Can view own applications
7	Verify can submit public forms	Submission works
8	Log out and log in as admin	Admin dashboard loads
9	Verify admin CAN access `/forms`	Forms list loads
10	Verify admin CAN access settings	Settings pages load

Notes: Critical security test - all admin routes must be protected

TS-025: Form Deletion and Archival

Objective: Test form deletion and archival workflows Priority: Medium Prerequisites: Test form that can be deleted

Test Steps

Step	Action	Expected Result
1	Navigate to forms list	Forms list loads
2	Find form to archive	Form visible
3	Open form options menu	Menu opens
4	Select “Archive”	Confirmation dialog appears
5	Confirm archive	Form archived, removed from main list
6	Filter to show archived forms	Archived forms visible
7	Find archived form	Form shown with “Archived” status
8	Select “Restore”	Confirmation dialog appears
9	Confirm restore	Form returns to active list
10	Now test deletion: Select “Delete”	Deletion confirmation dialog appears
11	Confirm deletion	Form permanently deleted
12	Verify form no longer in any list	Form not found
13	Try accessing deleted form URL	404 error or “Form not found” message
14	Verify public form URL also gone	`/f/[slug]` shows 404

Notes: Be careful deleting forms - use test forms only

TS-026: Large Form Submission

Objective: Test handling of large submissions with many fields Priority: Medium Prerequisites: Form with 20+ fields

Test Steps

Step	Action	Expected Result
1	Create form “QA Large Form” with 25+ fields	Form created
2	Include various field types	Text, number, date, choice, file, signature, etc.
3	Publish form	Form published
4	Visit public form	All fields render
5	Fill out all 25 fields	All values entered
6	Upload 3 files (small PDFs)	Files upload successfully
7	Submit form	Submission processes (may take a few seconds)
8	Verify success message	Submission confirmed
9	View submission in admin	All 25 fields display correctly
10	Verify all uploaded files accessible	Can view/download all files

Notes: Monitor performance, note any timeouts or errors

TS-027: File Upload Security

Objective: Test file upload validation and security Priority: High Prerequisites: Form with file upload field

Test Steps

Step	Action	Expected Result
1	Visit form with file upload	Form loads
2	Try uploading .exe file	Rejected: “File type not allowed”
3	Try uploading .php file	Rejected
4	Try uploading valid PDF	File accepted
5	Try uploading valid image (PNG/JPG)	File accepted
6	Try uploading file > 10MB	Rejected: “File too large”
7	Upload valid file and submit	Submission successful
8	View submission in admin	File link present
9	Click file link	File downloads securely
10	Check file URL structure	Uses signed/secure URLs, not direct paths
11	Try accessing file URL after logout	Access denied or URL expired

Test Data:

Prepare: small.pdf (< 5MB), large.pdf (> 10MB), test.exe, test.php, image.png

Notes: Critical security test - verify file type validation works

TS-028: Form Scheduling (Open/Close Dates)

Objective: Test automatic form opening and closing Priority: Medium Prerequisites: Form with open/close dates

Test Steps

Step	Action	Expected Result
1	Create form “QA Scheduling Test”	Form created
2	Go to form settings > Details	Settings page loads
3	Set “Opens At” to tomorrow’s date	Date saved
4	Publish form	Form published
5	Visit public form URL	Shows “Coming Soon” or scheduled message
6	Verify admin can preview with `?preview=draft`	Admin sees form preview
7	Change “Opens At” to current time - 1 hour (past)	Date saved
8	Visit public form	Form is now accessible
9	Set “Closes At” to current time + 1 hour (future)	Date saved
10	Verify form still accessible	Form loads
11	Set “Closes At” to current time - 1 hour (past)	Date saved
12	Visit public form	Shows “Form closed” message

Notes: Test various date/time combinations, verify timezone handling

TS-029: Response Capacity Limit

Objective: Test form closes when capacity reached Priority: Medium Prerequisites: New form

Test Steps

Step	Action	Expected Result
1	Create form “QA Capacity Test”	Form created
2	Set response capacity to “3” in settings	Capacity set
3	Publish form	Form published
4	Submit form (submission #1)	Successful
5	Submit form again (submission #2)	Successful
6	Submit form third time (submission #3)	Successful
7	Try submitting fourth time (submission #4)	Form shows “Capacity reached” or similar
8	Verify form status auto-changed to Closed	Status is “Closed” in admin

Notes: May need to use different browsers/incognito for multiple submissions

TS-030: XSS and Injection Prevention

Objective: Verify forms protect against XSS attacks Priority: Critical Prerequisites: Form with text fields

Test Steps

Step	Action	Expected Result
1	Visit form with text field	Form loads
2	Enter XSS payload: `<script>alert('xss')</script>`	Value entered
3	Submit form	Form submits
4	View submission in admin	Script tag visible as text, NOT executed
5	Verify no alert popup occurred	No popup
6	Try payload in form title (admin): `<img src=x onerror=alert(1)>`	Title saved
7	View form in public	Title displays as text, no script execution
8	Try SQL injection in text field: `'; DROP TABLE forms; --`	Value entered
9	Submit form	Form submits normally
10	Verify form still exists	No database damage occurred

Test Data:

XSS payloads: <script>alert('xss')</script>, <img src=x onerror=alert(1)>
SQL payload: '; DROP TABLE forms; --

Notes: Critical security test - all payloads must be safely sanitized

TS-031: Session Timeout and Re-authentication

Objective: Test session expiration handling Priority: Medium Prerequisites: Authenticated user

Test Steps

Step	Action	Expected Result
1	Log in to Terra	Session created
2	Note login time	Time recorded
3	Leave browser idle for 30+ minutes	Session may expire (depends on timeout setting)
4	Try navigating to protected page	Redirected to login if expired
5	Log back in	Session restored
6	Try performing action (e.g., save form) immediately	Action succeeds
7	Open dev tools, delete session cookie	Cookie removed
8	Refresh page	Redirected to login

Notes: Session timeout duration may vary - document observed behavior

TS-032: Form Duplication

Objective: Test creating copy of existing form Priority: Medium Prerequisites: Published form with fields

Test Steps

Step	Action	Expected Result
1	Navigate to forms list	Forms list loads
2	Find “QA Test Form 1”	Form visible
3	Click form options menu	Menu opens
4	Select “Duplicate”	Duplication process starts
5	Verify new form created	”Copy of QA Test Form 1” appears in list
6	Open duplicated form	Form loads
7	Verify all fields copied	All original fields present
8	Verify settings copied	Title, description, etc. match (with “Copy of”)
9	Verify duplicate has unique slug	Slug is different from original
10	Verify submissions NOT copied	Duplicate has 0 submissions

Notes: Confirm duplicate is truly independent (editing one doesn’t affect the other)

TS-033: Multi-language Support

Objective: Test form translations and language switching Priority: Medium Prerequisites: Form configured for multiple languages

Test Steps

Step	Action	Expected Result
1	Create form “QA Translation Test”	Form created
2	Add fields with English labels	Fields added
3	Go to Settings > Translations	Translations page loads
4	Add Spanish translation	Spanish added as available language
5	Translate form title to Spanish	Translation saved
6	Translate field labels to Spanish	All labels translated
7	Enable language switcher	Switcher enabled
8	Publish form	Form published
9	Visit public form	Language switcher visible
10	Verify default language is English	English labels display
11	Switch to Spanish	All labels change to Spanish
12	Fill and submit form in Spanish	Submission successful
13	View submission in admin	Shows language used (if tracked)

Test Data:

English: “First Name” → Spanish: “Nombre”
English: “Email” → Spanish: “Correo electrónico”

Notes: Test with multiple languages if supported, verify RTL languages if applicable

TS-034: Email Deliverability

Objective: Test email notifications reach inbox Priority: High Prerequisites: Form with email notifications configured

Test Steps

Step	Action	Expected Result
1	Configure form notifications	Notifications enabled
2	Set admin email recipient	Email saved
3	Enable submitter confirmation email	Setting enabled
4	Submit test form with valid email	Form submitted
5	Check admin inbox (within 1 min)	Notification email received
6	Verify email sender address	From: noreply@terra.withunify.org or similar
7	Verify email subject line	Subject indicates form submission
8	Verify email body contains data	All submitted values in email
9	Check submitter inbox	Confirmation email received
10	Verify no emails in spam folder	Emails in inbox, not spam
11	Click any links in email	Links work, go to correct pages

Notes: Check spam/junk folders, note delivery time in minutes

TS-035: Draft Auto-Save Behavior

Objective: Test auto-save functionality for drafts Priority: Medium Prerequisites: Authenticated user in portal

Test Steps

Step	Action	Expected Result
1	Log in to portal	Portal loads
2	Start new application	Form loads
3	Fill first field	Value entered
4	Wait 10 seconds (auto-save interval)	“Saving…” or “Draft saved” indicator appears
5	Fill second field	Value entered
6	Close browser tab immediately (no manual save)	Tab closed
7	Reopen portal in new tab	Portal loads
8	Find draft application	Draft appears in list
9	Open draft	Form loads
10	Verify both fields have saved values	Values present

Notes: Test auto-save timing, verify no data loss on abrupt close

TS-036: Submission Export

Objective: Test exporting submissions as CSV/JSON Priority: Medium Prerequisites: Form with 3+ submissions

Test Steps

Step	Action	Expected Result
1	Navigate to form submissions	Submissions list loads
2	Go to Export section (or click Export button)	Export dialog opens
3	Select format: CSV	Format selected
4	Select date range: All time	Range selected
5	Select all fields to export	All fields checked
6	Click “Export”	Download starts
7	Open CSV file	File opens in Excel/Google Sheets
8	Verify all submissions present	Row count matches submission count
9	Verify all columns present	Each field has column
10	Verify data accuracy	Spot check values match admin view
11	Repeat export with JSON format	JSON file downloads
12	Open JSON in text editor	Valid JSON structure

Notes: Test different date ranges and field selections

TS-037: Applicant Profile and Vault

Objective: Test applicant profile and data vault features Priority: Medium Prerequisites: User account with portal access

Test Steps

Step	Action	Expected Result
1	Log in to portal as applicant	Portal loads
2	Navigate to Profile section	Profile page loads
3	Fill out profile information	Fields available for editing
4	Save profile	Profile saved successfully
5	Navigate to “Vault” or saved info section	Vault page loads
6	Add reusable information (e.g., address, education)	Data saved to vault
7	Start new application	Form loads
8	Verify vault data prefills form fields	Matching fields auto-filled
9	Edit prefilled value	Can modify prefilled data
10	Submit application	Submission successful
11	Return to vault	Vault data unchanged

Notes: Test vault data persistence, verify prefill matching logic

TS-038: Admin Audit Log

Objective: Verify admin actions are logged Priority: Medium Prerequisites: Admin account

Test Steps

Step	Action	Expected Result	Actual Result	Status
1	Log in as admin	Dashboard loads
2	Perform various actions:

Create form
Edit form settings
Delete submission
Add team member | Actions completed | | | | 3 | Navigate to Settings > Audit Log | Audit log page loads | | | | 4 | Verify recent actions appear | All performed actions logged | | | | 5 | Check log entry details | Shows: timestamp, user, action, resource | | | | 6 | Filter by action type | Filter works | | | | 7 | Search for specific form name | Search returns relevant logs | | | | 8 | Export audit log | CSV download starts | | |

Notes: Verify sensitive actions (deletes, permission changes) are logged

TS-039: Error Handling and User Feedback

Objective: Test error messages are clear and helpful Priority: High Prerequisites: Various test scenarios

Test Steps

Step	Action	Expected Result
1	Try submitting form without required fields	Clear error: “This field is required”
2	Try invalid email format	Error: “Please enter a valid email”
3	Try accessing non-existent form `/f/fake-slug`	404 page with helpful message
4	Simulate network error during submission	Error message with retry option
5	Try uploading oversized file	Error: “File size exceeds 10MB limit”
6	Try setting form close date before open date	Validation error prevents save
7	Try duplicate form slug	Error: “This slug is already in use”
8	Try deleting form with team members	Warning or confirmation dialog

Notes: All errors should be user-friendly, actionable, and not expose technical details

TS-040: Performance and Load

Objective: Test system performance under realistic load Priority: Medium Prerequisites: Form with many submissions

Test Steps

Step	Action	Expected Result
1	Navigate to form with 100+ submissions	Page loads in < 3 seconds
2	Paginate through submissions	Pagination smooth, no lag
3	Sort submissions by date	Sorting completes quickly
4	Search submissions	Search results return quickly
5	Load form with 50+ fields in builder	Form loads in reasonable time (< 5 sec)
6	Make edit to large form and save	Save completes in < 3 seconds
7	Submit large form with 10 files	Submission completes (may take 10-30 sec)
8	Load dashboard with 20+ forms	Dashboard loads in < 3 seconds

Notes: Record load times, note any timeouts or performance issues

Bug Report Template

Use this template to document any bugs found during testing.

BUG-XXX: [Brief Description]

Test Script: [TS-XXX that revealed bug] Date Found: [Date] Severity: [Critical / High / Medium / Low] Environment: the active QA deployment URL

Steps to Reproduce

[Step 1]
[Step 2]
[Step 3]

Expected Result

[What should happen]

Actual Result

[What actually happened]

Screenshots/Videos

[Attach or link to screenshots]

Additional Notes

[Any other relevant information]

Daily Testing Summary

Day 1 Summary

Date: _______________ Tests Completed: ___ / 10 Pass Rate: ___% Bugs Found: ___ Blockers: ___ Notes: [Key findings, observations, questions]

Day 2 Summary

Date: _______________ Tests Completed: ___ / 12 Pass Rate: ___% Bugs Found: ___ Blockers: ___ Notes: [Key findings, observations, questions]

Day 3 Summary

Date: _______________ Tests Completed: ___ / 18 Pass Rate: ___% Bugs Found: ___ Blockers: ___ Notes: [Key findings, observations, questions]

Final QA Report

Total Tests Executed: ___ / 40 Overall Pass Rate: ___% Total Bugs Found: ___ Critical Bugs: ___ High Priority Bugs: ___ Medium/Low Bugs: ___

Recommendations

[List top recommendations for production readiness]

Areas Not Tested

[List any areas that were skipped or blocked]

Sign-off

Tester Name: ___________________ Date: ___________________ Signature: ___________________

QA Quick Reference QA Progress Tracker

Documentation Index

​3-Day Manual Testing Framework

​Testing Instructions

​How to Use These Scripts

​Test Result Codes

​DAY 1: Core Functionality (Critical Path)

​TS-001: User Authentication Flow

​Test Steps

​TS-002: Create and Publish a Form

​Test Steps

​TS-003: Submit a Public Form (Anonymous)

​Test Steps

​TS-004: View Submissions in Admin Dashboard

​Test Steps

​TS-005: Form Status Management

​Test Steps

​TS-006: Multiple Field Types

​Test Steps

​TS-007: Form Validation

​Test Steps

​TS-008: Form Sharing Links

​Test Steps

​TS-009: Draft Submissions

​Test Steps

​TS-010: Basic Email Notifications

​Test Steps

​DAY 2: Advanced Features & Settings

​TS-011: Form Builder - Complex Field Configurations

​Test Steps

​TS-012: Workspaces/Folders Management

​Test Steps

​TS-013: Team Member Management

​Test Steps

​TS-014: Form Versioning and Restore

​Test Steps

​TS-015: Form Export and Import

​Test Steps

​TS-016: Airtable Integration

​Test Steps

​TS-017: Plaid Bank Verification

​Test Steps

​TS-018: Webhook Configuration and Testing

​Test Steps

​TS-019: Portal - Application Management

​Test Steps

​TS-020: Admin - Submission Status Management

​Test Steps

​TS-021: Form Analytics and Insights

​Test Steps

​TS-022: Mobile Responsiveness

​Test Steps

​DAY 3: Edge Cases, Security, & Final Testing

​TS-023: Concurrent Form Editing

​Test Steps

​TS-024: Permission and Access Control

​Test Steps

​TS-025: Form Deletion and Archival

​Test Steps

​TS-026: Large Form Submission

​Test Steps

​TS-027: File Upload Security

​Test Steps

​TS-028: Form Scheduling (Open/Close Dates)

​Test Steps

​TS-029: Response Capacity Limit

​Test Steps

​TS-030: XSS and Injection Prevention

​Test Steps

​TS-031: Session Timeout and Re-authentication

​Test Steps

​TS-032: Form Duplication

​Test Steps

​TS-033: Multi-language Support

​Test Steps

​TS-034: Email Deliverability

​Test Steps

​TS-035: Draft Auto-Save Behavior

​Test Steps

​TS-036: Submission Export

​Test Steps

3-Day Manual Testing Framework

Testing Instructions

How to Use These Scripts

Test Result Codes

DAY 1: Core Functionality (Critical Path)

TS-001: User Authentication Flow

Test Steps

TS-002: Create and Publish a Form

Test Steps

TS-003: Submit a Public Form (Anonymous)

Test Steps

TS-004: View Submissions in Admin Dashboard

Test Steps

TS-005: Form Status Management

Test Steps

TS-006: Multiple Field Types

Test Steps

TS-007: Form Validation

Test Steps

TS-008: Form Sharing Links

Test Steps

TS-009: Draft Submissions

Test Steps

TS-010: Basic Email Notifications

Test Steps

DAY 2: Advanced Features & Settings

TS-011: Form Builder - Complex Field Configurations

Test Steps

TS-012: Workspaces/Folders Management

Test Steps

TS-013: Team Member Management

Test Steps

TS-014: Form Versioning and Restore

Test Steps

TS-015: Form Export and Import

Test Steps

TS-016: Airtable Integration

Test Steps

TS-017: Plaid Bank Verification

Test Steps

TS-018: Webhook Configuration and Testing

Test Steps

TS-019: Portal - Application Management

Test Steps

TS-020: Admin - Submission Status Management

Test Steps

TS-021: Form Analytics and Insights

Test Steps

TS-022: Mobile Responsiveness

Test Steps

DAY 3: Edge Cases, Security, & Final Testing

TS-023: Concurrent Form Editing

Test Steps

TS-024: Permission and Access Control

Test Steps

TS-025: Form Deletion and Archival

Test Steps

TS-026: Large Form Submission

Test Steps

TS-027: File Upload Security

Test Steps

TS-028: Form Scheduling (Open/Close Dates)

Test Steps

TS-029: Response Capacity Limit

Test Steps

TS-030: XSS and Injection Prevention

Test Steps

TS-031: Session Timeout and Re-authentication

Test Steps

TS-032: Form Duplication

Test Steps

TS-033: Multi-language Support

Test Steps

TS-034: Email Deliverability

Test Steps

TS-035: Draft Auto-Save Behavior

Test Steps

TS-036: Submission Export

Test Steps

TS-037: Applicant Profile and Vault