Once you’ve created a workflow, you can test and launch the workflow. Each time a workflow is launched, a new version of the workflow is created. Older versions can be viewed and relaunched.
Test the Workflow
In the top right corner of the workflow editor, click Test. This action opens the Testing interface, which shows your workflow on the left and a panel on the right.
Trigger the Workflow
If the trigger for the workflow is event-based, then by default, the testing interface “listens” for events that qualify as the trigger. Perform the trigger event in your application. For example, if your workflow’s trigger is “create a project” in Filevine, you would create a new project in Filevine.
When the trigger registers, it appears as an event in the panel. Click run on selected event to use this trigger for a test.
Tip
You can also select the Use a simulation event option to manually enter a sample JSON payload and simulate the trigger event. This method will not affect your data.
For example, if you want to test on a real event that’s already happened. If the workflow was activated and you can see the job log for that event, you can look at the trigger step in the log, copy the trigger payload, and paste it into the mock json in the simulation. This simulation will run as if the event happened again.
If the trigger for the workflow is schedule-based, you can simply click Run now to test.
Run Test
The JSON Mock Trigger Definition and JSON Mock HTTP Responses sections will update as the test is run.
The test status transitions from "Pending" to either "Completed" or "Failed." If the test fails, you can see which steps failed, and click the Failed message to view the error message.
Click Exit Testing to return to the workflow editor page. View tests, with their completion status and details, in the workflow’s Job Details tab.
Launching Workflows
To launch, or activate, a workflow, click on the workflow in the Workflows tab and then click Launch in the top right of its overview page.
A confirmation dialog titled Launch Draft? explains that launching will set the workflow to active and create a new version. Enter a description, then click Launch now to activate. Once launched, a new numbered version is created and the workflow status changes to “Active.”
Deactivating an Automation
To deactivate a workflow, navigate to its Overview page and click on the currently active version card (with an Active badge). The Launch button changes to a red Deactivate button. Click Deactivate to confirm. The workflow status will change to “Inactive.”
Version Management
LOIS Workflow uses a version-based system. Each time a workflow is “Launched,” a new version is created. Older versions of the workflow can be relaunched if needed.
Creating a workflow produces a "Draft." Initially launching a workflow creates "Version 1." Editing that launched workflow creates a new Draft on top, launching again creates "Version 2," and so on.
In the Overview tab, click on a workflow to view detail about the workflow, including a list of all versions in reverse chronological word.
The “Active” chip appears over the version that it currently launched. Other versions can be reactivated via their ellipsis menu.
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