Cassidy's testing interface provides comprehensive tools to validate your Workflow's functionality, from full end-to-end testing to granular step-by-step debugging. This ensures your automation works as expected before processing live data.
Navigate to the Workflow: Locate the Workflow you want to test on the Workflows page and click on it to open the Workflow.
Click "Edit": In the top right corner of the Workflow page, click the "Edit" button to access the Workflow editor.
Click "Test Workflow": Click the "Test Workflow" button to begin testing your Workflow.
Enter test values and run: Enter your test values in the provided fields and click "Run Workflow" to execute the full Workflow. To rerun the complete Workflow, simply click "Run Workflow" again.
Review outputs: After running the Workflow, examine the results displayed for each action to verify they match your expectations.
Access action settings: On each action block, you can click the edit icon to navigate to the action configuration and settings. Click "Return to Test" to go back to the testing interface.
Use granular testing options: Once you've run the Workflow, you have three additional testing options available by clicking the retest icon on each step:
Retest This Step Only: Reruns only that specific action without executing previous or subsequent steps. This is helpful when debugging a single step.
Retest From Here: Runs the current action and all subsequent ones. This is useful when you've added new actions and want to build on top without rerunning all previous steps, or if edits to that action will affect the next ones.
Retest To Here: Runs all previous actions up to and including the current action. This is helpful if you know the next steps work and don't want to trigger any actions afterwards.
Test nested actions: You can also test individual steps within blocks like Loops and Paths. Click on the specific action within the block to access its individual testing options and settings.
Skip actions during testing: On each action, you can click the "…" menu and toggle on "Skip During Testing". This is useful for actions you don't want to execute during testing, such as sending emails or updating your CRM.
Review previous tests: Click "Previous Runs" to review your testing history and see the inputs and outputs from previous test runs.
If you want to test with a set of previous options, you can click the clipboard icon to copy the inputs into a new test run.
Testing allows you to verify your Workflow functions correctly before deploying it with live data, helping you identify and resolve any issues in a safe environment.