Workflows
Test a workflow
See what every step would do for a real contact, form answer or invoice, without sending or changing anything.
Test shows what your workflow would do if it started right now with a record you choose. Nothing is sent or changed: no emails go out, no tasks are created and no invoices are touched. Waits are skipped, so you see the whole path in seconds instead of days.
Run a test
- Open the workflow in the builder and select Test.
- Under Test with, pick a record. Recent records shows the latest ones for this starting point, such as the last few form answers or overdue invoices. You can search too.
- Read What would happen for your record. Each step says what it would do in plain words, such as "Would send my booking link", with the email's subject, recipient and message.
- Check the canvas. Each step shows the same result, and steps on paths that wouldn't run show Skipped.
- Try the other paths. For a wait, turn on Show what happens if it times out. For a branch, pick a different record.
You're done when every path you care about reads correctly, with the right recipient and wording, and no step says Would fail.
Good to know
- If a step would fail, the test says why, such as "Would fail: the email address is empty". Fix it, then select Run test again.
- With a brand new form there's nothing to pick yet, so the test uses example data and says so. You can also choose Use example data yourself.
- A test can't prove a connected app, such as your mailbox, will accept the email. Watch the first real runs on the Runs tab after you publish.
- Test runs aren't saved on the Runs tab.