Test, Publish, and Version Workflows

Save drafts, run tests, publish versions, and understand workflow status.

Save and Review Findings

Select Save workflow while building. Saving can preserve an incomplete draft, so review the Findings menu before testing or publishing.

Common findings include:

• a required module setting is missing

• a module is not connected

• a template token has an invalid mapping

• a condition outcome has no rule or connection

• a file is unavailable or unsupported

• a workflow path does not end in a delivery

Test a Workflow

1. Open the draft version you want to test.

2. Resolve workflow errors and save your changes.

3. Select Test Run.

4. Enter test values in the workflow form.

5. Start the test and review the executed path.

6. Open Workflow runs and select Test runs to inspect the result later.

Test runs are kept separate from live runs. If a workflow is inactive, activate it before testing.

Publish a Workflow

Before publishing, confirm that:

• the form contains all required fields

• the selected form is published

• every selected template version is published

• template mappings are complete

• condition outcomes and connections are valid

• document and file modules have valid inputs

• every path ends in a configured delivery module

• the workflow has been saved and tested

Select Publish to make the draft the active workflow version. Publishing is stricter than saving and is blocked until publish findings are resolved.

Start the Workflow

Open Trigger Options after configuring the workflow:

• Use Form to copy or open the hosted form link.

• Use API to view the request information for starting the workflow programmatically.

• Select whether the link targets the published workflow or the latest draft when that option is available.

Use the published workflow link for live submissions.

Workflow Statuses

The Workflows list displays the lifecycle of the workflow:

• Draft: The workflow has not been published.

• Active: The workflow has a published version and can accept runs.

• Inactive: The workflow is paused. Its published version is retained, but new runs and tests are disabled until it is activated.

Workflow Versions

A workflow version is a snapshot of its canvas, selected resources, mappings, and module configuration.

• A new workflow starts with a draft version.

• A published version is read-only and continues to run until it is replaced.

• Selecting Edit on a published version creates a new draft.

• Changes to the new draft do not affect the published version.

• Publishing the draft makes it the active version.

Use Workflow versions in the editor to view and switch between available versions.