Simulating a workflow

Updated 3 weeks ago by Kiruthika

Simulating a workflow lets you do a mock initiation of your process workflow and check whether its path renders well as expected before publishing it live. You can also reset the simulated data and execute simulation again until you achieve the desired results.

Simulating a workflow

  1. Click the Simulate button at the bottom of the process editor to preview how your workflow renders in real-time.
    1. You can simulate a workflow from the Form, Workflow, or Permissions tab as you wish. The workflow steps are listed on the left side of the screen when you are in the Simulation mode.
    2. The Start label denotes the beginning of the workflow and the Completed label denotes the completion of the workflow respectively.
  2. Navigate through every step and enter values in the form fields to see how the process performs. You can view either the web or mobile version of the form by toggling the button at the top.
  3. Click the Submit button at the bottom to advance to the next step. As you complete steps, they will be tagged as Checked in green. The steps you skip will not have any tag associated with it.
  4. Review the integrations listed, if any, for every step you navigate under the Triggered integrations section to your right.
You can view the integrations triggered for every step during your workflow simulation only in our Fully Loaded plan.

Impersonating workflow simulation

In our Fully Loaded plan, you can also change the initiator of the workflow and review the altered workflow path based on the initiator's scope in the process. You are basically simulating the workflow as another member in your process by changing the initiator.

Select a process member from the Simulate workflow as dropdown to change the initiator. The process members will be listed here and as an Admin, you can change the initiator and check if the workflow path renders as planned for the chosen user and their mapped roles and responsibilities. The data entered in the form for testing will be automatically reset when you change the initiator so click Yes, Change initiator to give your consent and proceed.

Think of a Leave approval process to understand how process simulation works. The two key players in this workflow are the Employee and the Manager, hence the two different initiators also would the Employee and the Manager respectively.

If the initiator is an Employee, the path of the workflow would be as follows:

  1. Initiate leave request
  2. Manager's approval
  3. Receive leave status

If the initiator is a Manager, the path of the workflow would be as follows:

  1. Ask for more input from Employee
  2. Approve leave
  3. Update leave balance
  4. Notify leave status

As you can see, the path these workflows take are different and hence the need to simulate and test them becomes very significant.

Resetting data used for simulation

You may have a lot of test data while you build your process as you would simulate the workflow as many times as you want until you achieve the desired results. Click the Reset data button to delete the data stored in your process form as part of your simulation.


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