Test an action

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Test an action before publishing it for other users.

    Avant de commencer

    • Create an action and save it.
    • Role required: flow_designer, flow_operator, action_designer, or admin.

    Pourquoi et quand exécuter cette tâche

    A user with the flow_designer role should always test actions on non-production instances containing relevant demonstration data because testing an action creates or changes records on the instance.

    Procédure

    1. Navigate to All > Process Automation > Flow Designer.
    2. Click the Actions tab and select the action that you want to test.
    3. Click Test.
      The system displays the Test Action dialog box.
    4. Fill in the fields for the action.
      Remarque :
      Complete all mandatory fields in the Test Action dialog box.
    5. Click Run Test.
      Remarque :
      Select the Run test in background option to test an action asynchronously in the background.

      If you select the Run test in background option, the execution details are displayed only after the execution is completed asynchronously in the background.

    Que faire ensuite

    Click Action has been executed. To view the action, click here to view the action execution details. See Flow execution details for information about the executions.
    Remarque :
    Users must have the flow_operator or admin role to view the executions.