Validation, Test Run, And Publication

Validate The Workflow

The test-run and publication actions validate the current draft first. If there are problems, the issues indicator shows their number and lets you go to the related step.

Blocking problems include:

• no trigger;
• a trigger or action that is not supported by the automation type;
• missing required fields;
• a condition without Yes and No branches;
• a loop without Loop and Done branches or without a return path;
• a regular unlimited cycle;
• a reference to a missing segment, channel, persistent variable, or recipient from another project.

Warnings do not block execution. These include a trigger with no continuation, an unreachable step, an empty keyword list, or no segment selected in a trigger.

For a blocking problem, the Workflow is not ready dialog opens. Select an issue linked to a step to open that step, fix it, and repeat the action. Close closes the list without fixing it.

Start The Draft For Testing

Select Test run. The testing panel opens on the right. If the workflow has several triggers, choose one in Start from trigger.

For a For dialogs automation, choose one of the three context options:

• Test dialog creates an isolated test dialog and lead and displays the dialog inside the panel;
• Select dialog opens the list of existing dialogs. If the project has several channel types, you can select a channel type above the list; dialog search is always available. The run receives the selected dialog's linked lead and channel when available;

• Lead lets you select an existing lead. If the project has several channel types, you can restrict the list by channel type; lead search is always available. The system determines the selected lead's channel automatically.

A background automation starts without a lead or dialog, so it does not show the context switcher.

In Test dialog mode, the panel list belongs only to the selected automation and selected trigger. Test dialogs from another automation or trigger do not appear in it.

The project must have an active tariff for a test run. If it does not, the system does not create a run and immediately returns an error.

Select Start. The system validates the current draft and creates a separate test run from it. This does not publish the draft or change the regular triggers of the published version. You can then find the start under Runs.

After the run starts, the compact progress row automatically updates the current step, run state, and number of completed steps. Select the view run button to open the existing Runs dialog with the ID filter filled in and the matching run already selected.

The panel close button does not start a run or change the draft.

A test run is not a visual preview. In Test dialog mode, the current lead and dialog are isolated, but steps with an explicitly selected recipient or segment and changes to a project variable still access the selected resources. For an existing dialog or lead, all actions are performed on that context for real. Test with safe data.

Publish A Version

Select Publish. After successful validation, a new immutable version is created. Regular new runs start using it, while the draft remains the workspace for later changes.

Publication requires permission to manage automations. It also allows starting automations and managing their runs. The button is also unavailable while the workflow has no steps.

Map Changed Steps

If you removed a step or changed its type after the previous publication, the active-run migration dialog appears. It prevents already-started runs from stopping on a step that no longer exists. For each old step, choose a safe step in the new version from which the run can continue.

A mapping is required for every removed or incompatible step from the previous version, even if no run with that step is currently visible. Select Publish and migrate after every row is filled in. Cancel stops publication and preserves the draft.

Do not map steps only because their names look similar. The new step must be a logically safe continuation for a run that has already started.