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.

    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.

On This Page:

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:

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.

Step Assignments for Testing

Usually as the designer you want to test the workflow's behavior, including Task Notification emails and business rules that execute on each step. However, you may be hesitant to test your workflow with real User and Role assignments, which will notify these users with each test. One idea is to set up dynamic user and role assignments that will assign each step to test user(s)/role(s) when the workflow is started under a testing condition, such as initiated by the designer user, and otherwise will use the as-designed step assignments. This pattern will allow you test workflows fully in development or production without notifying and cluttering the task list of real users. 

First, add a test role and one or more test users, whose emails are are set to your own email(s) so you will be able to view Task Notification and Doc Action emails. 

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". 

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.