Testing Custom Processes

When setting up a Custom Process, it is very important to test it to ensure it is working as expected.

The Test option allows you to choose one specific item to run the process on, then runs in the same way as when the process is active. For example, the process may create emails, documents, tasks, comments, or import a single row from a CSV data file.

Both Scheduled or Manual processes can be tested, as well as processes in the "Draft" Status.

Testing Processes

Manual and Scheduled Processes can both be tested using the same process, however additional information is displayed where an Automation Process uses the CSV Data Import Filter.

1. From Automation - Processes, edit the relevant Custom Process.
    
2. Click the Test button.
   
3. The Select Test pop-up displays.
    

4. Select an item to run the test for. The list will be displayed differently, depending on the selected Automation Filter.

   Filter Type: View Filter or Client - Select Filters

   The following is an example of running a test for a Custom Process that has a Filter set for clients who have "Bookkeeping - Quarterly" set in the Custom Field "Service".

   

   The following is an example of running a test where the Filter is set up for a Document View.

   

   You can also use the Search at the top to locate what to run the test for.

   Click Ignore Process Filter to set the option to "Yes" to display all Clients, Documents, Jobs, or Tasks as relevant, not only those picked up by the selected Filter.

   Filter Type: CSV Data Import

   Click to select a row from the CSV to use for the test. If required, you can search for a specific row using the Search field.
   
   Note: If the Test screen does not display matching results, check the following:

   • If the Match Clients during Validation option from the Process Filter has been selected, but a matching client cannot be found.
   • The selected CSV file contains more than 10,000 rows.
      

   If the file contains invalid rows, click the link to download the Error Report. Correct the data in the CSV and reimport the file into FYI before running the Automation Process.
   

5. Click Run Test.

After testing the Automation Process, an entry will be added to the Process History tab.