Testing a workflow

Before you turn a workflow on, test it. Test mode runs the whole graph against a sample trigger payload, evaluates every condition, and reports which actions would fire — without sending any emails, queueing any forms, or writing to any tables.

How to test

1. Open the workflow in the builder.

2. Click Test (top-right toolbar).

3. Provide a sample payload. The dialog offers a template payload for the configured trigger — edit values to test edge cases.

4. Click Run test. Carerealm evaluates the workflow against that payload.

5. The result shows each condition's actual_value and result, plus an actions_to_execute list with each action's resolved_config (variables substituted) and validation state.

What test mode does and doesn't do

• Does — evaluate conditions, substitute variables, validate action configuration, simulate the full graph.

• Does NOT — actually send emails, post messages, queue forms, write to the database. Zero side effects.

Tip — Build the workflow, save it disabled, run a test, fix any "validation: invalid" issues, run another test, then flip to Enabled. Skipping the test is the most common cause of "my workflow ran and nothing happened" surprises.