Testing and Editing Workflows

First published on: 07/24/2023/11:30 pm

Video: Testing Workflows in Workflow Designer

Real-time Testing

Once you create the workflow, you can test it in the "Workflow Settings" page.

On the right side of the workflow settings toolbar, the second icon (marker 1 below) launches the "Workflow Tester": 

Before you begin testing or troubleshooting, ensure the engine is running.

If the engine button (upper-right corner of the screen) is red (“Engine Stopped”), use the drop-down arrow to open the engine status menu and select "Start the Engine". 

Wait until the engine shows a green “Engine Running” status. This may take several seconds. 

Once the engine is running:

• Open the workflow tester.
• Select a file sample of data that will be loaded into the test.
• Press the "Execute Workflow" button to launch the test.
  • If you haven't already created a file sample for the workflow, see the "Saving a File Sample User Guide in the Appendix: Companion User Guides". 

The workflow tester will display the results of executing the workflow using the provided sample data.

You can use the results on this page to validate that a workflow behaves as expected, but it won't generate a message or result in a message trace. 

Edit the Workflow 

When editing a workflow design, previous changes are saved in a history log. Use the “Load” or “Revert” options to roll back to a previous workflow version. 

9.1 View History Log 

On the right side of the workflow settings toolbar, the third icon launches the "File History" window: 

Open workflow settings history (marker 1) to view a list of previous edits. 

The available options for each version are in the last column, including “View” and “Revert.” 

9.2 Edit an Action’s or Branch’s Position 

When editing a workflow’s business logic, you might need to move an action or branch somewhere else in the workflow.  

Unlock the workflow action using the lock/unlock button (in red below). 

First, unlock the action or branch by pressing the lock button. 

Drag the action or branch into the desired “add box” in the appropriate place in the workflow. 

Select the lock icon again to lock it in its new position. 

If necessary, test the workflow again to see if the edit has had the desired result. 

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