Testing workflow processes
You test your workflow processes in a test environment
by routing a record through each possible path. Perform these tests
before you export your processes to your production environment to
ensure that each workflow process accurately reflects your business
process.
Workflow process testing
Design your test environment so that it is a copy of your production environment. Your test database must include enough data and users so that you can thoroughly test each workflow process.
Validating workflow processes
You must validate workflow processes to verify the structural integrity of the process.
Enabling workflow processes
Workflow process records are in a draft or a development stage until you enable the record. Enabling a process involves validating the structure of the process.
Activating workflow processes
You activate workflow records before they can be routed into a workflow process.
Disabling workflow processes
Disabling a process prevents new records from being routed into the workflow process. Disabling a process does not affect records that are under the control of the process.
Viewing workflow history
For auditing purposes, a record is maintained of all records that are routed through a workflow process. You can view a list of all user-initiated actions in the workflow process, for example, routing a record into a workflow process, or completing an assignment.
Viewing workflow assignments from a Workflow-enabled application
The Workflow Map shows a graphic of a workflow process, including its nodes and connection lines. The current location of the map in a process is highlighted by a box around the node. You can view the workflow assignments for a record from within a workflow-enabled application. You use the Workflow Map to see where your assignment falls in the context of the workflow process as a whole.
Viewing a Workflow Map
The Workflow Map shows a graphic of a workflow process. You can use the Workflow Map to see where your assignment falls in the context of the process as a whole.