Preview a Workflow

In order to thoroughly test the workflows you create, the Preview feature simulate the effects of the workflow you are editing, without altering your own profile settings or updating your production data.

After you select a record type and choose a new or existing record, a preview window opens to display the Service Console as it would appear to a staff member opening the same record in the live workflow. Except for saving records (which is disabled), the full functionality of your workflow is available for you to test in a read-only environment.

Note: Because record saving is disabled, you will not be able to test “The record is saved without closing” events in preview mode. To test subsequent elements in the flow, you must temporarily select a different event.

1. From the open workflow, click Preview on the Home tab.
2. Select the type of record you want to preview in the workflow.
3. Choose whether to preview your record in the Agent Desktop or the Agent Browser UI.
   1. To simulate the workflow using a new record, select New Record.
   2. To simulate the workflow using an existing record, select Open a Record and enter the record ID in Enter ID.
4. Click OK.
   A preview window opens where you can test the workflow.

   Tip: Elements such as Create, Clear, Copy, and Set Fields perform automated actions in the background that advance the flow without visual indication. To verify these elements during testing, you can use the Confirmation Message button to add a visual indicator that an action has been performed.