Introduction
When building or updating a process in Flowingly, you often want to see how your forms, logic, and assignments look in action before making it live for the entire organisation.
With the Test Workflow feature, you can run an interactive, end-to-end simulation of your process directly from the workflow designer—completely separate from your active, published versions.
How to Test Your Workflow
You can initiate a test at any point while editing your process in the Flowingly Modeler.
Step 1: Launch the Test Environment
Open your workflow draft in Modeler.
In the top-right navigation bar, click the Test button.
This action automatically saves your current changes and opens a new browser tab displaying a dedicated runner-like environment.
Step 2: Step Through the Simulation
Simulate the User Experience: Step through the forms just as a regular user would, filling out fields and verifying how your layout behaves.
Verify Conditional Logic: Enter specific data into your fields to ensure your conditional rules and routing trigger the correct next steps.
Restarting a Test: If you want to start from the beginning, you can click Restart at any time within the test runner.
Note: Clicking restart runs the same version of the workflow that was active when you launched the test. If you make new changes in the designer/modeler tab, those updates will not appear in this specific test session until you trigger a new test.
Simulated Actions in the Test Environment
While in the test runner, you have access to the same core actions that users experience in a live environment. This allows you to fully validate the operational flow of your forms and tasks:
Save & Submit: Complete a form and advance the workflow to the next step to test routing and conditional logic.
Save: Save your progress mid-form to ensure data retention fields behave as expected.
Reassign: Simulate transferring the current task to another role or user to verify ownership logic.
Comment: Add and test task-level comments to see how collaboration formatting looks within the workflow.
Print: Preview the layout and formatting of the task or form exactly as it would look when printed or exported.
Cancel: Simulate cancelling the specific workflow run to ensure the cancellation behavior meets your process guidelines.
Step 3: Exit and Refine
Once you have finished testing, click the Close button within the runner environment.
This will automatically close the test browser tab and smoothly redirect you back to your original designer tab, where you can keep editing or choose to publish.