Is there a way to test new Workflows

💬 General Discussion
1

Hi … I am new to the SuiteCRM Workflow module and was wondering is there is some way to check if a workflow has been defined correctly without having to run it on a separate instance…

Is there some way to test-run a workflow?

Thanks

2

There is no such feature, but there are “strategies” for this.

I find myself always testing Workflows in parts:

  1. Test conditions with very simple actions attached to them.
  2. Test each action separately, on a Workflow without any conditions
  3. Test Workflows that run on all records as individual-record workflows first

Even so, depending on the sort of action you have (does it delete stuff? Send emails to customers?) sometimes you really need a separate test instance to acquire some peace of mind… but this should be really easy and costless to set up… you can even find online demos that allow admin access, like

https://www.softaculous.com/demos/SuiteCRM

and running your own instance in a VM or container is pretty straight-forward.

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