How Do I Test a Workflow?

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4 comments

  • Kathlen Lee

    Are acknowledge steps not designed to be set up at the beginning of workflow? In the simulator, I wasn't able to run tests because it wouldn't let me get past the first acknowledge step (the "acknowledge" button was grayed out and I couldn't move the simulator past it). I discovered that I had to move the acknowledge step to be after any of the approvals I wanted to test and they would work. When I publish the form, I want to make sure setting up acknowledge steps at the beginning of workflow won't cause any problems (and those set to acknowledge will be able to do so).

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  • Shannon Resare

    Kathlen Lee Yes, Acknowledge Steps can be set up at the beginning of the workflow. Did you have an Office Use Only section with a required field in it? If yes, that could be the reason the acknowledgement step wouldn't progress. If there is a required field in the Office Use Only section, the workflow can't progress until it is filled out. Fill free to have Cameron send in a ticket to our Support portal, and we're happy to troubleshoot your specific form further to find out what is happening with it.

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  • Kathlen Lee

    Thanks, Shannon. I did a test and was able to run the acknowledge nodes by removing the Office Use Only requirement (just have to remember to turn them back on after I'm done testing workflow). I assume that it will be fine in published workflow and it's just a limitation of the simulator?

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  • Shannon Resare

    Hi Kathlen Lee. It will work the same way in the live form as it does in the simulator. If you have an Office Use Only section with a required field, the first reviewer (including an acknowledger) will have to fill out that field before the workflow can move on. You have a few options:

    1. Make an approver the first reviewer upon submission and have them fill out the field.

    2. Remove the required field from the Office Use Only section.

    3. Hide the Office Use Only section from the Acknowledger if you want the Acknowledge Step first. I believe in this instance that even if the field is required but it is hidden from the reviewer, it will not stop the workflow from progressing.

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