Welcome to the Scheme Dialog Testing Guide
In this guide, we will be going through the testing focus areas in Schemes to ensure it is working as intended when migrating to a newer CET version. This guide is catered to all manufacturers from all industries using the latest Schemes / PropsSchemes. The following guide below will be using 'FIKA Office' extension, some areas may slightly differ according to your scheme configuration. Check with your developer or reach out to qasupport@configura.com.
Older core schemes
Please be acknowledged that old Schemes will be phasing out as early in Q4 2024. Ensuring standardised technology implementation within our partner extensions, we highly recommend all manufacturers to migrate to the latest Schemes. Reach out to devsupport@configura.com should you need migration assistance.
I've migrated to the latest CET version ✨
Congratulations on the successful migration to the latest CET version! We highly recommend going through this help article on how to use the latest Schemes, if you are fairly new, as this article here will touch more on the important areas for testing instead of usage guidance.
Main Functionalities
A very good first check is to ensure your manufacturer schemes should still be intact in the Schemes Dialog. Now let's walk us through the main functionalities ensuring no issues are introduced.
Using 'FIKA Office' extension as an example, this is how Schemes Dialog will look like.
Horizontal Scheme Layout
Vertical Scheme Layout
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- Ensure by opening Scheme dialog, all features configured appear in *correct hierarchy and are valid in both Horizontal and Vertical layout which can be tweaked in Scheme Settings. Verify that there are no missing features. Resizing is also possible.
- Each category should be collapsible, with a global toggle switch that governs all features within the category.
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Ensure the features can switch to different values through the dropdown. As a value is selected, the toggle will be switched 'ON' automatically. If you have other features sharing the same property values, by clicking on '>>' button next to it propagates to the other features.
- Ensure changes made can 'Undo, Redo, Reset' through these buttons.
- Ensure changes made can 'Undo, Redo, Reset' through these buttons.
- Verify that 'New schemes' can be created by clicking on 'New Scheme', values should be same as default with properties toggled 'OFF'. Also verify that existing presets can be brought over by clicking on 'Copy selected scheme'.
- Ensure *application of Schemes is possible through:
- Target Application - Selectively apply to applicable snappers through 'Normal/Low lit' options.
- Selection - Apply only to applicable snappers in current selection.
- All - Apply to all applicable snappers in the entire drawing.
- Verify that applying to Blocked or Frozen snappers are still possible with the 'Apply on' toggles.
- Ensure *'Pick/Eyedropper tool' works, by picking on snappers in drawing space that has scheme properties applied, ensure it picks up the properties and replaces the values set for the features, with a highlight on the row for those that are different.
- Verify *'Auto-Embed' also works for your manufacturer extension Schemes.
- Test Save, Load of schemes. Ensure if *'Auto-Embed' is switched on, the saved scheme will be drawing dependent.
- It's important to ensure the hierarchy configured is correct through the indentations, ensuring which feature is the parent and child, as the toggle works like a main switch for it.
- More information on different scheme application methods can be found in this help article.
- How to embed schemes to drawing can be found in this help article.
- Pick/Eyedropper tool guide can be found in this help article.
Scheme Selection Criteria
Advanced Selection Criteria, situated at the top right of the scheme dialog can be used to make selection even more precise through meeting different conditions. More information of this tool can be found in this help article.
Selection Criteria menu in Scheme dialog
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- Default criteria are only 'Categories' and 'Part tagging'. If you have manufacturer specific categories / tags, ensure they can appear in the listing and can be used as criteria for advanced selection.
- Verify that selection criteria can be added/removed.
- Make a custom selection criteria using your manufacturer specific categories / tags (if any), verify that the selection matches the condition set. Proceed to make scheme application to 'Selection' ensuring intended changes are only applied to applicable snappers in selection meeting the criteria.
- Ensure that each selection that is initiated, it will be recorded in the 'Selection History' up to maximum 5 records. Verify it can be reused simply by clicking on the selection history record.
Scheme Selection Query
Similarly to advanced selection criteria tool, Scheme Query is made for more technical users incorporating the use of condition operators and syntax to construct a query that creates an even more customised selection criteria. More information of this tool can be found in this help article.
Selection Query in action!
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- The moment 'Query' is clicked on, there will be suggested criteria and operators below the text field. By using your manufacturer specific categories / tags (if any), construct a query and click on the green arrow button which will finalise the query and make the customised selection in the drawing space. Verify the selection is accurate and meets the condition set in the query.
- Proceed to make scheme application to 'Selection' ensuring intended changes are only applied to applicable snappers in selection meeting the criteria.
- Ensure that each selection that is initiated, it will be recorded in the 'Selection History' up to maximum 5 records. Verify it can be reused simply by clicking on the selection history record. Similarly, each query that is constructed and finalised, it is also recorded in the 'Query history' and can be reused simply by clicking on 'Query history', followed by the dropdown.
Scheme Explorer
Scheme Explorer is a new addition which allow easy navigation to all available Schemes depending on which extension you have installed in your CET. Help article on user guidance can be found here.
Screenshot of Schemes Explorer
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- Make sure your manufacturer extension schemes can be found in Schemes Explorer and has an icon (example shown in screenshot as Manufacturer A, B). Ensure navigation to a scheme is possible, by clicking on the desired scheme.
- Ensure you have access to the available schemes for different products (if any).
- Based on the manufacturer's implementation, the 'Auto-embed all' toggle can be customised to be 'on/off' by default. If configured to 'on' by default, ensure all schemes under scheme group has 'Auto-embed' switched on.
- Ensure Scheme groups can be exported and imported. Ensure all saved presets are remembered if schemes are worked on, in a bulk.
Scheme Painter
In favour of customising features of a snapper, then spreading to others in a larger scale drawing is made possible with the use of Scheme Painter. Help article on user guidance can be found here.
Scheme Painter user interface
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- Have your manufacturer snappers (scheme applicable) in selection through *advanced/normal selection, verify the related features are shown in Scheme Painter with toggle ON by default. if you have manufacturer snappers from different product lines, it will be shown in another grouping. Ensure Non-scheme applicable manufacturer snappers will be shown as 'Not compatible' in a separate grouping.
- Verifying conflicts can resolved, when there are 2 of the same snappers but in different features. Until the conflicts are resolved, the 'Apply to all' button will be disabled.
- When conflicts are resolved, it will progressively advance to the 2nd page (see navigation highlight above), ensure *application of Schemes is possible through:
- Target Application - Selectively apply to applicable snappers through 'Normal/Low lit' option.
- Selection - Apply only to applicable snappers in current selection.
- All - Apply to all applicable snappers in the entire drawing.
- Verify that applying to Blocked or Frozen snappers are still possible with the 'Apply on' toggles.
- Advanced selection can be utilised through 'Advanced Selection Criteria' and 'Selection Query', refer to sections above.
Have additional questions?
For testing related concerns, reach out to us at qasupport@configura.com
For migration related concerns, reach out to us at devsupport@configura.com
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