Test, Run, and Schedule Workflows

After configuration, workflow quality depends on repeatable validation and controlled runtime behavior. Test first, run once for full-path confirmation, and schedule only after observed stability.

What to Click and Do Next

1. Go to Operations > Workflows.
2. Open the workflow you want to validate.
3. Click Test in the editor header.
4. Review returned results and action responses.
5. Fix issues in For, If, or Then, then test again.
6. Click Run Once to execute a manual production-like run.
7. Open Activity and verify status, timestamps, and output.

Add or Update Schedule (When Supported)

1. In the workflow header, click ....
2. Click Schedule.
3. Set recurrence pattern, day/month options, and execution time.
4. Click Save.
5. Monitor the first scheduled run in Activity.

Validation Checklist

1. Test run returns expected data behavior.
2. Manual run completes without errors.
3. Scheduled run executes at intended cadence.

Common Issues

• Schedule option unavailable for unsupported workflow types.
• No results due to over-restrictive SQL conditions.