Test an agentflow

Important: Agents is currently in private beta and is not yet available to all customers.

Agentflow testing allows you to run an instance of your agentflow without publishing and exiting the agentflow designer. Once you initiate a agentflow test, you can close the agentflow testing dialog and continue to work in the agentflow designer. The test will run in the background and you can launch the agentflow testing dialog to view the results or complete a task.

When the agentflow is running within the agentflow testing dialog, you can dynamically:

  • View the instance details, configuration errors, tasks, and test status.
  • Manually refresh the instance and task details.
  • Terminate a running instance.
  • Perform any user action required in the task.

If your agentflow is not completely configured and you want to test a specific section, you can choose to disable the unconfigured actions and test the desired section(s). For information about how to disable actions, see Disable or enable an action

Note: 
  • If you make any changes to the agentflow that is currently running within the agentflow testing dialog, the changes will not be reflected in the agentflow test unless you start a new test.
  • Only one agentflow test can be run at a time.
  • Agentflow instances and tasks that are tested using agentflow testing will not be displayed in the Instances page. You can view the tested instances and tasks only within the agentflow testing dialog box.

Jump to:

Test an agentflow

  1. Go to Agents > All agents.

  2. Open the agent designer:

    1. New agentflow: Click Create agentflow.

    2. Existing agentflow: Select the agentflow you want from the agentflows page.

    Note: If you are creating a new agentflow, Save an agentflow first, at least once, before you test it.

  1. On the toolbar at the top of the agentflow designer, click Agentflow testing.

  2. When prompted, enter the necessary information. For more information about the fields and buttons, see Test an agentflow.

    3. The Agentflow testing dialog displays the running test instances, tasks, and status of the active agentflow execution.

  3. When agentflow testing is finished, click Close.

Tab, field, and button Description
Instance

Lists the instance details of the active agentflow executed through the agentflow testing dialog.

Instance tab fields:

  • Action name - Lists the action(s) involved in the agentflow.
  • Status - Displays the status of the action:
    • Started - The agentflow action is not yet completed and currently running.
    • Disabled - The agentflow action is disabled in the agentflow configuration.
    • Completed - The agentflow action is completed.
    • Failed - The agentflow action failed. An error message with the cause of failure will be displayed.
  • Start time - Date and time the action is initiated.
  • End time - Date and time the action is completed.
  • Duration - Duration of the action execution.
Tasks

Lists the task details of the current agentflow executed through the agentflow testing dialog.

Tasks tab fields:

  • Task name - The name of the task specified during agentflow configuration.
  • Status - Current status of the task:
    • Active - Task outcome not yet completed and currently running.
    • Overridden - Task outcome was selected via the agentflow testing dialog, and not the normal channels. Task is complete and no longer active.
    • Completed - Task assignee responded to the task. Task is completed and requires no further action.
    • Terminated - Task terminated without an outcome due to termination of agentflow instance.
  • Time initiated - Date and time when the task is initiated.
  • Assignee email - Email address of the task assignee as specified during agentflow configuration.
  • Outcome - If the task is still currently active and waiting for response, the following options are available:

    • If the task type is Form based, the Complete form option appears.

    • If the task type is Express approval, the Complete task drop-down appears, showing the following options:

      • Approve

      • Reject

      Note: Aside from the default Approve and Reject response types, any other response type can be created and customized during agentflow configuration. For more information, see Tasks.

Initiated Date and time the test is initiated.
Finished Date and time the test is completed.
Status

Status of the test:

  • Running - Agentflow test is not completed and currently running.
  • Completed - Agentflow test is completed and test outcome is available.
  • Failed - Agentflow test failed due to configuration error(s).
Terminate Aborts an active agentflow test.
Start new test

Starts executing the agentflow test by triggering the execution of all the configured instances and tasks in the agentflow.

When you click Start new test, if there is a test currently running, you will be prompted to abort the active test and start a new test.

Refresh now Refreshes information in the agentflow testing dialog. An auto-refresh will be triggered every 10 seconds for the first 30 minutes. Subsequently, the details will be refreshed every 10 minutes.
Instance ID Active or previous test's instance ID.
(Close)

Closes the agentflow testing dialog.

If you close the agentflow testing dialog when a test is active/running, only the dialog will close. The test will still be running in the background as you continue in the agentflow Designer. An active test can only be terminated by clicking on the Terminate or Start new test option in the agentflow testing dialog.