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There are two ways you can test your workflows. Method 1: Click the Method 2: Click the 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,
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Method 1 - Save And Test
The save and test feature reduces flows development time by allowing designers to test flowss, business rules and mapped PDFs without leaving the flows designer. Modifications needed after testing can be quickly addressed since you will still be in the flows designer once you close the popup window. This is particularly helpful when building, troubleshooting, and testing flows, business rules and mapped PDFs.
When the save and test is clicked, the flows is saved in the background, and the Test popup window displays reflecting the newly saved version of your flows. The flows will behave exactly as it will when users access it. To test the flows, just complete it as your users would and click Submit
When you close the Test popup, you will be on whatever designer page you were on when the save and test icon was clicked. This allows the designer to go right back to making changes after closing the Test popup.
You will see the save and test icon:
- On the designer , rules and PDF mapping pages.
- An 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.
If you use the Save and Test feature to save the latest versions when developing your flows, simply click the Cancel icon when you are ready to leave the designer.
Refer to Test Mode Views for inflormation about the features that are available when the test popup displays.
Browser Popup Blocker Message:
If your browser is configured to block popups, you may see this message the first time you click the save and test icon. If so, clock ok to open the test window then check your browser settings to allow pop-ups.
Method 2 - Save then Test
Of course, you can always click the save and exit icon to save the changes to your flows but you will be returned to the Flows Home page after the changes are stored. The test popup is accessed by clicking the
Test icon. To continue making modifications to your flows you must click the
Edit icon to return to the flows designer for subsequent modifications.
Refer to Test Mode Views for information about the features that are available when the test popup displays.
Test Mode Views
Features that are available when the test popup displays are discussed below.
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