Note: This feature is available for customers on all plans<\/strong>.<\/p>\n Users: To preview workflows, you must be an Administrator or a Builder<\/a> who has been given ‘edit<\/a>‘ access by your Administrator.<\/em><\/strong><\/p>\n Go to a workflow you want to edit<\/a> and go into the editor. Make changes by adding or editing any form fields<\/a>, conditional logic<\/a>, tasks, or task permissions<\/a> then click Preview<\/strong> in the top right corner.<\/p>\n The preview workflow run opens in a new tab where you can test it out. Go through the workflow run by filling in form fields and completing tasks, as shown above.<\/p>\n Note:<\/strong> For the preview workflow run to open in a new tab, ensure that you have pop-ups enabled for Process Street.<\/em><\/p>\n If you need to edit your workflow, switch to the workflow editor tab and make changes. Then switch back to the preview workflow run and click Refresh<\/strong> in the top right corner to test the new edits, as shown below.<\/p>\n While testing your workflow, you can reset your preview workflow run to test different outcomes. This can be especially helpful if you have dropdowns in your workflow or conditional logic.<\/p>\n To reset your preview workflow run, click Restart<\/strong> next to the workflow name in the top left of the preview bar, as shown below.<\/p>\n You can preview the workflow as different roles and user types<\/a>, to test how an active workflow run would look to other people in your organization or your external clients.<\/p>\n To test the workflow as different users or roles, first set task permissions<\/a> so you can distinguish the views for each user type or role.<\/p>\n Once you have set custom permissions on some tasks, go to the preview workflow run. Navigate to the top of your screen and from the ‘preview as’ selector<\/strong>, choose to preview as different users and roles.<\/p>\n You can choose to preview the workflow as any user in your organization, as an external guest<\/a> in your organization, or as someone with a share link<\/a> to the workflow, as shown below.<\/p>\n If you have added an email form field<\/a> or a user field<\/a> in your workflow, you can choose to preview as one of these roles.<\/p>\n Note:<\/strong> To preview as an email field or user field role, you first need to enter an email address in the email field or select a person in the user field.<\/em><\/p>\n Previewing a workflow can also help you to test the advanced features in your workflow.<\/p>\n In your workflow, if you have any approval<\/a> tasks, ensure they are assigned to someone. Then click Preview<\/strong> and select the user or role assigned to the approvals task.<\/p>\n Note:<\/strong> If an approver doesn’t have permission to view the task they have to approve, they won’t be able to see the task details in the approval. To ensure you efficiently test this, customize the task permissions for the tasks that need approval, as shown above.<\/p>\n If you have conditional logic<\/a> in your workflow, you can test the various outcomes by selecting the different dropdown options in your preview workflow run, as shown below.<\/p>\n You can also edit your conditional logic rules as you test to ensure you have set them up correctly.<\/p>\n If you have an email widget<\/a> in your workflow, you can test how the auto-send email<\/em> feature triggers the email as soon as that task is completed, as shown below.<\/p>\n If you have AI tasks<\/a> in your workflow, you can preview a workflow to test their output, as shown below.<\/p>\n Note:<\/strong> In the preview mode, all other automations and integrations apart from AI Tasks are not available.<\/em><\/p>\nCommon use cases include:<\/strong><\/span><\/h4>\n
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Preview workflows<\/h2>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/05\/preview-pwfr.gif\")
<\/p>\nTest and edit workflows simultaneously<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/05\/preview-refresh-changes.gif\")
<\/p>\nRestart preview workflow runs<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/05\/preview-restart.gif\")
<\/p>\nPreview as different users or roles<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/06\/preview-preview-as-selector.gif\")
<\/p>\nApprovals<\/h4>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/05\/preview-approvals.gif\")
<\/p>\nConditional logic<\/h4>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/05\/preview-CL.gif\")
<\/p>\nEmail widget<\/h4>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/05\/preview-auto-send-email.gif\")
<\/p>\nAI Tasks<\/h4>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/06\/preview-AI-task.gif\")
<\/p>\nReceiving preview notifications<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/06\/preview-notifications.png\")
<\/p>\n