How do I preview a workflow?

You can preview a workflow before saving or publishing/activating it. Previewing a workflow lets you view the workflow steps at a high level. You can zoom in or out on it or view it in full screen.

Note: You can create product vetting workflows or date-triggered workflows.

Open Settings

Open Settings

Click the Settings link.

Open Workflows

Open Forms

Click the Workflows tile.

Open Workflow Builder

To preview an existing workflow from the Workflows page, click the Options icon [1], then click the Preview link [2].

Preview

Preview and Save

To preview a workflow from within the Workflow Builder by clicking the Preview button.

To open the Workflow Builder, create a new workflow or edit a workflow.

Note: You can learn more about creating a date-triggered workflow or creating a product vetting workflow.

View Workflow Preview

View Workflow Preview

The workflow preview displays the Starting Event [1], automations [2],  and steps [3]. Conditional steps include a yellow diamond [4].

To zoom in or out or view in full screen, use the View Control icons [5].

To close the  preview, click the Close icon [6].