Page Comparison

There are two ways you can test your workflows.

Method 1: Click the save and test icon from within the workflow designer to save the changes to your workflow and automatically display the test popup window. Complete the workflow in the popup window to test it. When your testing is completed and the test mode screen is closed you will be returned to page in the workflow designers where you clicked the save and test icon. This makes it easy to make additional changes.

Method 2: Click the save and exit icon on the Workflow Designer toolbar to save the changes to your workflow and exit the workflow designer. Then click the Test icon for the workflow on the Forms and Workflows Home Page to enter Test Mode. Complete the workflow in the popup window to test it.

Both methods display the test mode popup which includes the Test Mode Views discussed below.

It is important to note that both Test methods allow the designer to test the steps of a workflow until the workflow is routed to a different user. Once a step is routed to a different user, testing must continue by Using the Task List. For example,

• An Employee On-boarding workflow typically consists of multiple steps that are performed by the same user. These steps are usually individual forms. We refer to these steps as a screenflow, The designer can test the steps of a screenflow using both Test methods until the workflow is routed to the new employee's manager for approval. Then the designer must log out as the employee, login to as the manager to continue testing. To test rules for the individual steps, click the Edit icon on the individual step.

• Approval workflows, such as an Expense Report, typically are created as Linked Steps. In this form paradigm, all design and business rules for the workflow are added to Step 1. Both test methods allow the designer to thoroughly test Step 1.