Test a Flow

Work out issues with your flow by performing and evaluating test runs. A flow must meet the following criteria before it can run:

When testing a flow, make sure that it is inactive to avoid accidental triggers on a flow that’s not yet ready to handle data. 

You can determine if a flow is inactive based on the tag next to its name in the flow editor.

Set a Flow to Inactive

To set a flow to inactive, open the flow, open Settings and make sure the Is Active option is toggled off. 

Note: A flow with an On Demand trigger that does not have a schedule defined cannot be set to inactive.

The reason for setting the flow to inactive is that this will prevent the flow from being triggered when an event on the platform occurs and the flow isn’t ready to handle traffic yet.

Trigger the Flow

A flow runs when its Trigger conditions are met. You can test your flow to see its behavior when triggered. You can also filter for record sets to use to trigger your flow.

Trigger Types and Testing

There are three types of triggers:

Search for Record Sets to Test Your Flow

Manually Run a Flow

A flow must be published in order to run, and it will run depending on its trigger. Flows with Cache Event or Action Close Out triggers run automatically, whereas flows with an On Demand trigger must be run manually. 

To manually run a flow, do the following:

Test the Flow’s Posting Actions

When testing your flow, before you make requests to the target system, it is a best practice to first test with a sandbox instance of the target system. This is to avoid interacting with live data and to help you learn more about how the system’s API works. 

Test for Other Flow Outputs

Some flows will not result in performing an action or posting data. A flow result may consist of creating a task, sending an email, or ending with a Stop step.

View Tasks

View Emails Sent as a Result of a Flow

View Stop Flow Step Results

As a best practice, you should include a Stop Flow step at the end of each flow you write. Stop steps allow flow authors to provide information about results and custom messages indicating the status of a flow run. 

2. Select a flow run status for details. 

3. If applicable, select Outcome to view more result details.