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,
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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:
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.
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.
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.
Features that are available when the test popup displays are discussed below.