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🧪Automation: How do I test automation before publishing?

Automation: How do I test automation before publishing?

Test from the same screens and roles your users will use. Do not stop at checking whether a workflow exists.

Validation ready state.

Validation ready state.

Test checklist

  1. Run validation.

  2. Preview as requester.

  3. Create a realistic test record.

  4. Start the workflow with the real button, form, status, launcher, or webhook.

  5. Confirm immediate status or message.

  6. Preview as recipient.

  7. Open Decision, Work Queue, Notification Center, Conversation, or Workflow Status.

  8. Confirm the item appears.

  9. Complete the action.

  10. Confirm the source record changed.

  11. Check Exception Resolution.

Read Testing, Preflight, and Repair.

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