Test an action

Test an action before publishing it for other users.

Before you begin

• Create an action and save it.
• Role required: flow_designer, flow_operator, action_designer, or admin.

About this task

A user with the flow_designer role should always test actions on non-production instances containing relevant demonstration data because testing an action creates or changes records on the instance.

Procedure

1. Navigate to All > Process Automation > Flow Designer.
2. Click the Actions tab and select the action that you want to test.
3. Click Test.
   The system displays the Test Action dialog box.
4. Fill in the fields for the action.
   Note:

   Complete all mandatory fields in the Test Action dialog box.
5. Click Run Test.
   Note:

   Select the Run test in background option to test an action asynchronously in the background.

   If you select the Run test in background option, the execution details are displayed only after the execution is completed asynchronously in the background.

What to do next

Click Action has been executed. To view the action, click here to view the action execution details. See Flow execution details for information about the executions.

Note:

Users must have the flow_operator or admin role to view the executions.