Testing and Troubleshooting Workflows

Every workflow keeps a record of each run, step by step, so you can test it before you rely on it and fix it quickly when something goes wrong. This video shows how to test a workflow with Run now, change the sample trigger data to try different cases, and when to test by making the real event happen instead. You’ll also see how to read a run step by step, spot failed runs from the Workflows page, and how failure alerts email your property admins. Then see it in action with an accounting firm whose workflow fails after an edit, and how the error points the practice manager straight to a typo in the URL so she can fix it and run it again.