Discover Knack's new 'Test As' feature, allowing you to experience your app as different users and roles without logging in or affecting live users. See how it works with a parent/student portal app and test different user experiences safely.
Chapters
00:00
Introducing Test As
Introduction to the new Test As capability.
00:50
App Example Setup
Demonstration using the parent and student portal app.
01:25
Switching User Roles
Testing as different user roles like teacher and student.
02:04
Using Test As Feature
Using Test As within the AI Builder and Pages areas.
03:04
Performing Actions
Testing actions and viewing record history.
03:47
Record History & Logging
Understanding record logging and user separation.
04:24
Builder vs Live App
Ensuring separation between builder testing and live app usage.
05:01
Conclusion
Final thoughts on the Test As capability.
Transcript
00:01
Hey, everybody.
00:01
How's it going?
00:02
John, Karras here.
00:03
I'm super excited to show you guys one of our new capabilities called Test As.
00:09
So how many times have you had a NAC app where you've got multiple users, multiple roles, and you're trying to figure out and understand what the experience is for a specific user in a specific role.
00:21
I'm going to take you through how we now have a capability for you to be able to switch between different users and understand what the experience is for that specific user in that role and be able to see what that looks like without having to log in with their password, change their password, ask them for their password, and also not influence the Live app experience that you might have as somebody who else is, using that app?
00:48
So let's go ahead and jump into an example here.
00:50
I'm using the parent and student portal app that we have as a template.
00:55
This is a really nice app to test as because we've got a ton of different roles.
01:00
you can see there's an admin role, there's a teacher role, a student role, and also a parent role.
01:05
So when I'm in my AI Builder tab, we now have a functionality in here for Test as.
01:12
you'll also see an area for public.
01:15
And this is a great way to experience and see, hey, what does it look like to the world without anybody logging in?
01:22
So over here you can see it takes you automatically to it.
01:25
And if I switch now to someone like Gervier do who is a teacher, you can see that our top level pages update automatically to the ones that they have access to.
01:37
I can see over here the assignments.
01:39
You can see that it turned yellow as well.
01:41
And you can see, oh, I'm testing as Gervier Doe.
01:44
I can also switch and see, a different person, maybe John Belson as a student.
01:50
Right.
01:51
I can log in here you see the app doing some, work and doing some magic and you'll be able to see, hey, now I'm logged in as a specific student and I have a different set of options on my top level pages.
02:04
This is how it works in our AI Builder area and probably the most common place that we're going to see people using it as well.
02:10
Another very common place is going to be in our pages area.
02:13
When you're working on a specific page.
02:15
You'll also be able to test it with that button now right in that upper right area.
02:20
So you can hit Test as.
02:22
I'll, hit this one again.
02:23
You can see a Dropdown and choose somebody here or you can click that button.
02:27
And now it will open up a full screen modal here where you're testing as that specific user.
02:33
in the Live app you do have full capabilities as this person.
02:39
and you can navigate, you know, drill down and see different things, add an event, etc.
02:46
and take actions in there and I'll go ahead and show you what that looks like.
02:50
so I'm testing as John Belson and I'm logged in here in this test account as we'll say Alex Tabinski.
02:59
That's my test username that I have in the builder area.
03:04
So if I open up the test as experience, I'm now operating as John Belson and I can hit maybe calendar over here and I can hit add event and I want to show you what this looks like in the record history area as well.
03:19
So, I need in this class.
03:30
Okay, great, we've got that now submitted.
03:33
I'll go ahead and hit exit test and if I pop back over to our data area and I think that was our course assignments and I said I need an A in this class.
03:46
Right.
03:47
I'm going to go ahead and hit our record history area and you'll see that Alex Tabinski, who's my username, in the builder area testing as student three.
03:58
So John Bellson was a student, in the student role and you can see that, hey, even in our record history, we're now logging that.
04:05
Oh, this was performed by somebody testing as that specific user.
04:09
one other piece I do want to call out is if you, I'll go ahead and switch to, you know, as I mentioned I was Alex Dubinsky and I'll go ahead and switch to Gervier do.
04:21
Right, I'm switching users, I'm testing things out.
04:24
I can hit exit here and maybe now I want to go into that NAC app myself.
04:29
So if I open up the actual live app here, you'll see I'm still logged in as myself.
04:36
So we're trying to, you know, segregate out your builder area, testing and also you might be using that app as a live, app user yourself.
04:44
So you now have full separation and experience in terms of how you can test as users safely and be able to now switch, change, experience your app in that builder area, as any any one of your users.