How do I test my workflow?

Modified on Tue, 29 Oct at 9:46 AM

Workflow testing ensures your form and workflow are functioning as expected before you go live. You’ll simulate a submission, watching it progress through each step of the workflow to confirm it works seamlessly. Testing your workflow before publishing is a vital part of creating a smooth experience for your end-users, helping you catch potential issues early.

NEWTesting workflows is now integrated directly into the Workflow canvas. Here, you can access a fully-functional preview of your form, resize it to see how it looks on different devices, and simulate each step of the submission process.

How to Test your Workflow

Open the Test Panel

From the Workflow canvas, locate the toggle in the upper-left corner. Opening the Test Panel will bring up a live preview of your form, allowing you to interact with it just as users will. You can resize this panel to view the form on various screen sizes (desktop, tablet, or mobile).

Fill Out the Form and Submit

In the preview, enter test information in the fields. When ready, click the form's submit button. After submitting, you’ll see the workflow view jump to the next relevant step, allowing you to follow the progression in real-time.

If any required fields are empty or fail validation, you’ll see error messages in pink outlining the problematic fields. Errors will also appear in the Inputs and Values panel at the bottom of the Workflow canvas, which expands to show input fields and the values based on what you’ve entered.

Simulate the Entire Submission Process

As you move through each workflow step, act as the assignee on each stage to fully simulate the journey from start to finish. This gives you a complete view of how the form will function for real users, identifying any areas for improvement before launch.

To manually proceed through steps, you have two options:

Click the Step Card in the Workflow canvas

Use the dropdown at the top of the left Form panel to select the step you'd like to view

Special Testing Features

Dynamic Assignees
If your workflow includes Dynamic Assignees, their name and email will be displayed at the top of the form preview after you click the form's submit button and the submission has advanced to that workflow step.

This is handy for ensuring that dynamic assignees are being determined correctly.

Testing Rejections
Test how your workflow handles rejections by choosing to reject a submission in the Test Panel. This lets you confirm that rejections are routed correctly - either to a designated rejection step or back to an earlier step for corrections.

Testing in the Workflow canvas provides you with a complete, hands-on view of your form’s journey from start to finish. This robust simulation mode is a powerful way to catch any issues and refine your users' experience.

Before publishing, test thoroughly, and make adjustments as needed to build confidence in your form’s functionality!