Activating and viewing workflow processes
Workflow processes are generally automated. For this reason, you can create a test environment where you design and test processes without affecting records in your production environment. You test your workflow processes by routing a record through each possible path. Perform these tests before you export your processes to your production environment to ensure that each workflow process accurately reflects your business process.
About this task
Design your test environment so that it is a copy of your production environment. Your test database must include enough data and users so that you can thoroughly test each workflow process. You use the applications in the Integration module to migrate a workflow process from your test environment to your production environment. Testing should be done before you deploy your workflow processes.
Procedure
- Validate, enable, and activate each workflow process in a test environment that contains sufficient sample data to test the process. Your test environment must include records for test users who can receive assignments and notifications.
- Route records through all possible paths in the process, including all possible paths through any subprocesses. You might want to create test plans to help you verify that you have tested all possible routes in a process.
- Verify that assignments appear in users' Workflow Inbox and that e-mail notifications are being generated.
- Determine whether the process is complete, or whether additional steps must be added.
- Determine that you have configured the process to make the necessary assignments, notifications, and so forth that are required by your business process. If you have not configured the process, you must modify the process.
- Make any necessary additions, modifications, or deletions and retest the process.
- Use the integration applications to export your tested processes from your test environment to your production environment.