Preview and test a lifecycle event

Preview and test a lifecycle event for different audience types. You can preview a lifecycle event to validate which activities will trigger or not for a particular audience. You can then create a test lifecycle event case for different users and select which activities to include or exclude in your test.

Antes de Iniciar

Role required: sn_hr_le.admin

Procedimento

1. Navigate to All > Lifecycle Events > Administration > Manage Lifecycle Events, and open a record.
2. Click the Activity Sets tab to access the lifecycle event builder.
3. Click the Test icon to open the Test side panel.
   
4. In the Test side panel, select a subject person for the lifecycle event test.
   Nota:

   To select a subject person based on the audience, click Advanced Search to find and select a user based on the specified conditions or criteria.

   
5. Click the Show inapplicable activities and sets button so it turns green if you want to show all activities and activity sets that are not applicable for the subject person.
   For more information, see Preview and test a lifecycle event.
6. Click the Show indeterminate activities and sets button so it turns green if you want to show all activities and activity sets that cannot be determined for the subject person.
   For more information, see Preview and test a lifecycle event.
7. Click Preview to preview the lifecycle event workflow.
8. Click Test to create a lifecycle event case.
   An HR case for the lifecycle event for the selected subject person is created.