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NOTIF TEST-NOTIF-002 UC: UC-14.2

Real-Time List Updates

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Prerequisites

  • User is logged in
  • Two browser tabs or sessions open simultaneously

Test Credentials

Role: Sales Rep
Email: s.wallace.test@circlemsp.com
Password: MyPassw0rd123!

Test Steps

# Action Expected Result Screenshot Result
1
Open the Companies list in one browser tab
Companies list loads displaying all companies visible to the current user
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2
In a second tab (or as another user), create or update a company record
The company creation or update completes successfully in the second tab
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3
Return to the first tab and observe the Companies list
The list reflects the change without requiring a full page reload (SSE-driven update)
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4
Open the Opportunities list in the first tab and repeat: create or update an opportunity in the second tab
The opportunity change is also reflected in near-real-time in the first tab
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5
Verify that real-time updates only show records within your role’s data visibility scope
Updates to records outside the user’s visibility scope do not appear in the list
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Acceptance Criteria

← Receive In-App Notifications