Validating and Testing the Workflow Process

This task is a step in Defining a Workflow Process That Attaches an Activity Plan to an Opportunity.

In this topic, you validate and then test the Workflow Process.

To validate and test the Workflow Process

1. Validate and then simulate the Workflow Process – for more information, see Process of Testing a Workflow Process.

   After the test reaches the user interact step in the simulation, you can use the Siebel client to change a value in the activity plan and then save your changes. For example, change the value in the Planned Start Date field or in the Description field. To reach the end step, you cannot click Next after the Opportunity Activity Plan view appears in the Siebel client. You must satisfy the condition that you defined on the branch to allow the Workflow Process to proceed to the end step.

2. Acknowledge the message that Siebel CRM displays at the end of the Workflow Process simulation.

   When Siebel CRM reaches the last step, it displays a message in the client that is similar to the following:

   Simulation terminated! Please check the Watch window for details.

3. Click Next to finish the end step.

4. In the Watch Window, view the Simulator Status field.

   Note: In Web Tools, the Watch Window is called Workflow Process Data.

   If the Simulator Status field displays a message that is similar to the following, then the Workflow Process ended without error:

   Simulation ended successfully