Running your Workflow

There are multiple ways to run your Workflow:

Call the API for this Workflow

This is the most common way to run your Workflow. See Execute API for more details.

This is how your Workflow will be run from within your fintech products & services, so it's important to test it out thoroughly to make sure you're passing in the right data.

Run Workflow from the Test Modal

From inside the Workflow Editor page, click the Test button in the top right corner. Select Individual Test.

You can edit the fields in the left hand JSON block, to control the Input you'll be running through the Workflow.

If you'd like your Workflow to call live data sources (rather than using cached data) and actually save a record to the execution History, you'll need to click on Advanced Options, and turn off Dry Run mode.

When you click Test, you'll see a table of Rules appear in the Results section. You can over any Rule Execution record to see more details.

All Custom Variables will appear in the Variables tab. You can click into them to see exactly what Rules affected their value.

Finally, all Data pulled in from your Data Connectors will appear in the Data tab.

Use the Batch Runner

The Runner is a great way to test many different potential inputs, rather than testing them one at a time. Check out the Batch Runner guide in Advanced Features


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