You can run a data entry workflow template version in test mode. If you do so, no history is logged when you initiate a data entry workflow based on the workflow template.

If you have started a data entry workflow in test-mode:

  • The workflow dialog is opened with the first step of the workflow. So, you do not need to navigate to the form as defined in the dynamic menu form setup.
  • When you complete a step:
    • The entered data is stored in a staging table.
    • Automatically the next step is opened on the workflow dialog.
  • When you finish the data entry workflow, the entered data is saved in the target tables. Therefore, you are advised not to use the test-mode in your production environment.
  • When you have finished testing, you can deactivate the workflow template version. Based on your test results, you can make changes to the version.


Standard procedure

1. Go to Data entry workflow > Design > Data entry workflow templates.
2. In the list, click the link of the desired data entry workflow template.
3. Sub-task: Activate workflow template in test mode.
  3.1 On the Action Pane, click Versions.
  3.2 Click Activate.
  3.3 Select Yes in the Test mode field.
  3.4 Click OK.
4. Sub-task: Run workflow in test mode.
  4.1 On the Action Pane, click Versions.
  4.2 Click Test version.
  4.3 For data entry steps, fill in the fields and do the desired action. For example, click Complete.
  4.4 For approval steps, do the desired action. For example, click Approve.
5. Sub-task: Deactivate workflow template.
  5.1 On the Action Pane, click Versions.
  5.2 Click Deactivate.
  5.3 Click OK.

Provide feedback