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Test and monitor a workflow

Preview a workflow before it goes live, watch what it does once it is running, and get it going again if the platform pauses it.

Test a draft before enabling it

The builder's Test run panel lets you preview a workflow without it doing anything — nothing is sent, changed, or written. It uses the draft as it stands, so you can test unsaved edits.

What the test shows depends on the trigger:

  • Event trigger — enter a sample account to test against, then click Run. The result tells you whether that account matched the workflow's conditions, or, if not, why it was skipped. The sample is limited to accounts you can reach.
  • Scheduled trigger — click Run with no sample. The result is a count of how many accounts the workflow would act on the next time it fires — a quick way to check your conditions target the population you intended before you turn the schedule on.

Any advisory warnings from saving appear here too.

Read the run history

Open a workflow and switch to the Runs tab to see its recent runs, newest first. Each row is one attempt and shows:

  • Status — how the run ended: succeeded, failed, paused, skipped, or still in progress.
  • Trigger — what fired the run.
  • Subject — the account the run acted on.
  • Started — when it began.
  • Actions — the outcome of each action, in order. Hover an action that failed to see its error.

Click Refresh to pull the latest runs. The platform keeps a rolling history of a workflow's most recent runs and prunes older ones automatically, so the tab stays focused on what happened recently. Runs that were skipped because their conditions did not match are not listed — only runs that actually acted appear.

Resume a paused workflow

The platform pauses a workflow to protect you and your customers when something is wrong. A workflow pauses when:

  • Its runs keep failing. After several consecutive failures, the platform stops the workflow rather than letting it keep failing.
  • The person it runs as can no longer act. If the operator a workflow runs as is removed or loses the access the workflow needs, it pauses instead of running with the wrong reach.

A paused workflow shows a Paused status in the list and a banner in the builder with the reason. It does not run again until you resume it.

To resume:

  1. Fix the underlying cause first — for example, correct the action that was failing, or restore the access the workflow needs. Resuming without fixing the cause just lets it pause again.
  2. Open the workflow and click Resume on the paused banner, or use the resume action on the workflow's row in the list, and confirm.

The workflow returns to normal and starts running on its trigger again.