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There are two ways you can test your workflows. Method 1: Click the  save and test icon from within the flow designer to save the changes to your flow and automatically display the test popup window. Complete the flow 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 flow 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 flow Designer toolbar to save the changes to your flow and exit the flow designer. Then click the Test icon for the flow on the Flows Home Page to enter Test Mode. Complete the flow 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 flow 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 flow 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 flow are added to Step 1. Both test methods allow the designer to thoroughly test Step 1.
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The Flow Tutorial is a fabulous way to learn how to test your flows. |
The Save and Test feature is not available for frevvo customers integrating with Confluence. The icon can be hidden with a configuration parameter.
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You will see the save and test icon:
- On the designer , rules and PDF mapping pages.
- An inflowsational informational processing message as shown in the image is displayed after the icon is clicked until the test window opens.
- if your flows contains business rules they will be validated before the test popup displays and you will see this message:
- If flows/field validation errors are detected, closing the test popup returns you to the designer where you can quickly make the correction and retest.
If rule validation errors are detected, the designer is notified and given the option to correct before the Test popup is displayed.
- Save and Test detects errors in workflow/PDF preconditions by displaying a warning message with information about the error.
- The flows version increases by 1 every time you click on the save and test icon. It is reflected on the on the flow edit page, when viewing/editing submissions and when you download/upload a workflow.
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