After designing a workflow, it is important to thoroughly test and activate it before making it available to clients. Testing ensures the accuracy of the information sent to your clients and its correct functionality.
How to test a Flow
- Test Flow from the flow creator:
1. Enter in the flow.
2. Click on the Simulate Flow green button at the top of the page.
- Test Flow from flows list:
1. Select the Company > Go to Settings.
2. Enter in Flows section.
3. Use the drop-down menu on the right of the chosen flow and click on Try Flow.
4. Select wich Portfolio and Business line that you would like to try.
How to Activate a Flow
When you have tested the flow and confirmed that it works correctly, you should activate it. After activation, it will be sent to your client when you invite them to join your company.
To Activate a Flow:
- Select the Company > Go to Settings.
- Enter in Flows section.
- Use the drop-down menu on the right of the chosen flow and click on Activate.