Validate a Workflow Design

Before you enable a workflow design by publishing it, you should validate it. This helps you spot problems that would prevent the finished workflow from running or that would cause it to run improperly.

To validate a workflow design:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Workflow Design.
  3. On the Workflow Design page, select a workflow design.
  4. In the Workflow Design Editor, select Validate.
  5. In the Validation Errors and Warnings dialog box, view Errors and Warnings in the design.

    Errors alert you of problems that would cause the complete workflow to fail if you tried to run it. You cannot publish a workflow design with errors.

    Warnings alert you of potential problems. They usually describe conditions that may or may not cause problems, depending on the kind of objects the finished workflow will run against. It is not unusual for fully functional workflow designs to include at least one warning.

  6. Select a row to view more information about the error or warning.
  7. Select Show in Diagram to highlight the issue in the Workflow Design Editor.
  8. In the Workflow Design Editor, make the necessary changes, and then select Save.
  9. Select Validate to view remaining issues.

    Repeat the validation process until you have resolved all errors and critical warnings.

  10. Select Save.