Testing the Estimate Approval Routing Workflow
Before releasing your workflow, it is important to test the workflow to ensure it is functioning as designed.
After setting your workflow release status to Testing, you can verify the following:
-
Estimates are transitioning properly.
-
Estimate statuses are updated properly.
-
Email is being sent in the appropriate state.
After you have tested the estimate approval routing workflow, change the release status to Released. See Release Status.