{"id":1457,"date":"2025-10-29T15:15:44","date_gmt":"2025-10-29T14:15:44","guid":{"rendered":"https:\/\/www.help.headlight.tech\/?post_type=ht_kb&#038;p=1457"},"modified":"2025-12-31T13:47:44","modified_gmt":"2025-12-31T12:47:44","slug":"how-to-test-a-workflow-in-test-mode","status":"publish","type":"ht_kb","link":"https:\/\/www.help.headlight.tech\/?ht_kb=how-to-test-a-workflow-in-test-mode&lang=nl","title":{"rendered":"How to Test a Workflow in Test Mode"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote\">\n<p>Learn how to use Workflow Test Mode \u2014 a quick method to check and troubleshoot your workflow setup.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(52.3957% + 41px); height: 0px; width: 100%;\"><iframe src=\"https:\/\/demo.arcade.software\/aVCrq9I8hctBLmSv6ic1?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" title=\"Find and View Company Documents\" frameborder=\"0\" loading=\"lazy\" webkitallowfullscreen=\"\" mozallowfullscreen=\"\" allowfullscreen=\"\" allow=\"clipboard-write\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n\n\n<h2 class=\"wp-block-heading\">Select a Workflow to Test<\/h2>\n\n\n\n<p>Choose a workflow from the <strong>Configuration<\/strong> screen to trigger Test Mode.<\/p>\n\n\n\n<ul>\n<li>Pick the workflow to test (e.g., <em>Application for STR Workflow<\/em>).<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Tip: See <a href=\"https:\/\/app.arcade.software\/share\/lxlIiZNqU6grqcbNd2Zz\">Where to find a Workflow Configuration<\/a> and <a href=\"https:\/\/app.arcade.software\/share\/n72pPgeatqhRpm5Vt0kF\">How to add a Workflow<\/a>.<\/p>\n\n\n\n<ul>\n<li>Test Mode works for both active and inactive workflows.<\/li>\n\n\n\n<li>In the top toolbar, click the <strong>Play<\/strong> icon to start Test Mode.<\/li>\n\n\n\n<li>Select the <strong>Manual Trigger<\/strong> tab, then click <strong>Start<\/strong>.<\/li>\n\n\n\n<li>A green dialog confirms the workflow test has started successfully.<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Find the Workflow via My Tasks<\/h2>\n\n\n\n<p>Access the workflow execution easily from <strong>Workflow Operations \u2192 My Tasks<\/strong>.<\/p>\n\n\n\n<ul>\n<li>Click the <strong>Workflow Operation<\/strong> tab.<\/li>\n\n\n\n<li>Select <strong>My Tasks<\/strong>, then click the \u201cOpen in a new window\u201d icon to view the workflow.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>You\u2019re now in the Workflow Execution view, where you can track progress through all workflow steps.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Follow Workflow Steps in Test Mode<\/h2>\n\n\n\n<p>You can use <strong>Override<\/strong> to simulate each step\u2019s responses.<\/p>\n\n\n\n<ul>\n<li>In Workflow Execution, click <strong>Override<\/strong> to complete responses directly.<\/li>\n\n\n\n<li>Choose an employee, fill out fields, and confirm each step.<\/li>\n\n\n\n<li>The workflow visualization updates automatically \u2014 completed steps turn green, the next active one turns blue.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Continue Through All Workflow Steps<\/h2>\n\n\n\n<p>Proceed step by step using <strong>Override<\/strong> to verify messages and logic.<\/p>\n\n\n\n<ul>\n<li>Check message text and form questions.<\/li>\n\n\n\n<li>Select example answers (e.g., CAT B, Gasoline).<\/li>\n\n\n\n<li>Choose delivery dates and add comments.<\/li>\n\n\n\n<li>Confirm after completing all responses.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Example of Email in Test Mode<\/h2>\n\n\n\n<p>See how emails are triggered by workflow steps.<\/p>\n\n\n\n<ul>\n<li>Headlight sends the configured email to the Assignee.<\/li>\n\n\n\n<li>The email text matches your setup.<\/li>\n\n\n\n<li>The <em>Go to form<\/em> button opens a web form for responses.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>After reviewing, return to Headlight and continue testing via <strong>Override<\/strong>.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Completing Next Steps<\/h2>\n\n\n\n<ul>\n<li>Use <strong>Override<\/strong> to simulate uploads and attachments.<\/li>\n\n\n\n<li>Add sample files (e.g., driver\u2019s license, ID card).<\/li>\n\n\n\n<li>Check that attachments appear correctly in following steps and emails to suppliers.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Hover over attachments to preview them.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Testing Multiple Branches<\/h2>\n\n\n\n<p>Test all possible branches by choosing different answers.<\/p>\n\n\n\n<ul>\n<li>Select <strong>No<\/strong> to follow the decline path.<\/li>\n\n\n\n<li>Add comments and submit.<\/li>\n\n\n\n<li>Confirm submission.<\/li>\n\n\n\n<li>The workflow follows the <em>NOK branch<\/em> and notifies the Fleet Manager.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Tip: See the <em>Workflow Branches<\/em> video for detailed training.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Using Retry Step<\/h2>\n\n\n\n<p>Use <strong>Retry<\/strong> to re-execute a previous action and test alternative paths.<\/p>\n\n\n\n<ul>\n<li>Scroll to the last completed action.<\/li>\n\n\n\n<li>Select <strong>Retry<\/strong> (not from branch icons).<\/li>\n\n\n\n<li>Add a retry message (optional) and click <strong>Retry<\/strong>.<\/li>\n\n\n\n<li>Then use <strong>Override<\/strong> again to enter new responses (e.g., choose <em>Yes<\/em>).<\/li>\n\n\n\n<li>Confirm to finish the alternate branch.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>The workflow shows \u201cFinished\u201d in green when all steps complete successfully.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Return to Configuration Screen<\/h2>\n\n\n\n<p>When finished testing, return to the configuration.<\/p>\n\n\n\n<ul>\n<li>Click the <strong>Settings<\/strong> icon \u2192 <em>Go to Configuration<\/em>.<\/li>\n\n\n\n<li>You\u2019re back on the Workflow Configuration screen, where you can edit, save, and relaunch Test Mode.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>You\u2019ve now learned how to test workflows effectively using Test Mode \u2014 an essential tool for verifying and troubleshooting workflows before activation.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to use Workflow Test Mode \u2014 a quick method to check and troubleshoot your workflow setup. Select a Workflow to Test Choose a workflow from the Configuration screen to trigger Test Mode. Find the Workflow via My Tasks Access the workflow execution easily from Workflow Operations \u2192 My&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[95],"ht-kb-tag":[43],"_links":{"self":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1457"}],"collection":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1457"}],"version-history":[{"count":2,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1457\/revisions"}],"predecessor-version":[{"id":2219,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1457\/revisions\/2219"}],"wp:attachment":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1457"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=1457"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=1457"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}