Constituent Record - How to Create a Test Record

Constituent test records are ideal for avoiding data corruption on real constituent records when testing new processes being built out in the database. Constituent test records can persist in the database, so there is no need to delete them after using them for testing. Test records can be filtered out of the process in queries, reports, and emails.

Creating a Constituent Test Record

To create a test record:

1. Open the records section in the database by selecting the records icon on the Slate navigation bar. The records section appears.

  the Records icon

The records section appears with the Person dataset open by default. If a different dataset appears, click the Person link on the right side of the page to open the Person dataset.


ensure that the Person dataset is selected

2. Click New Record. The New Person page appears.


3. Provide the constituent test record information.


It might be helpful to include the word "test" in either the first or last name values. This helps other administrators easily identify the record as a test record in the omni-search, and other database areas.


Provide the constituent test record information

4. Once the constituent test record is created, the constituent record will appear with the Dashboard tab open. In the Tags area on the right side of the page, locate and select the Test Record option. A confirmation dialog appears. Click OK. The Test Record tag for the constituent record is now highlighted.


in the Tags section select the Test Record tag

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