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How do I test my workflow?

No need to process documents to see if your workflow works as intended. Troubleshoot any issues before publishing in the Workflow Designer.

Written by Yokoy Team

The Workflow Designer lets you test a workflow before you publish it, to check for any errors.

To do this, proceed as following:

  1. Go to Admin > Workflow Designer.

  2. Click on a workflow and enter the canvas mode.

  3. In the toolbar, click the Check workflow icon.
    This validates the whole workflow, flagging for any errors that need to be fixed.

πŸ’‘Tip

Try to fix errors iteratively, as usually they have a knock-on effect. In other words, fix errors on top of the list and then check the workflow once more.

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