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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 close 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 screenflowfrevvo 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 frevvo as the manager to continue testing.
  • 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.
Tip

The Workflow Tutorial is a fabulous way to learn how to test your workflows.


Note

The Save and Test feature is not available for frevvo customers integrating with Confluence.


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When the  save and test is clicked, the workflows is saved in the background, and the Test frevvo Test popup window displays reflecting the newly saved version of your workflows. The workflows will behave exactly as it will when users access it. To test the workflows, 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.

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Let's say you have a workflow with three steps. Step 1 is performed by any user, Step 2 is assigned to the user's manager, and Step 3 is assigned to the role "HR". Instead of hard coding these assignments, use controls in your form to set the Manager user and HR role values. . Set the step assignments to the template for those controls, i.e. Step 2: {Manager} and Step 3: {Role}

Then add a business rule that checks the initial user's id - if it happens to be "designer", then set the control Manager to your test manager user (mgrTest) and set the control Role to your test role (HRtest). The else action sets these controls to the initial user's manager and the real role "HR". 

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Test the workflow from your designer user account. You will receive the Task Notifications via your test user's email, and you can log in as the test user(s) to perform the tasks. 

When you're ready, start the workflow from some real account. Now it should route through the real-world assignments as expected.

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