Before putting your automation into live use, it's important to run a test to ensure everything is configured correctly and triggers as expected. The update has been implemented for leads, proposals, projects, customers, and organizations; however, it is not currently supported for Proposal QC or Project Service. Follow the steps below to run a test on your automation and validate its functionality.

Step 1: Navigate to your automation dashboard where all existing automations are listed. Find the specific automation you want to test, and click “Edit” to open its configuration.

Step 2: From the dropdown menu, select “Edit.”

Step 3: Once inside the edit mode, locate the “Run Test” button in the top-right corner of the screen. This button initiates the test process.

Step 4: After clicking the button, a new tab will appear that allows you to patch sample data into the automation. You can either select a dataset from the dropdown or manually search for specific data records to run the test against.

Step 5: If the automation is configured correctly and the test runs successfully, the “Automation Ends Here” step will turn green, indicating that the automation completed its flow without any errors.

Step 6: If the automation is misconfigured and the test run fails, the “Automation Ends Here” step will be highlighted in red, indicating that errors occurred during the automation process.