Previewing workflows

Use workflow Preview mode to check the participant experience before using a workflow for new participants.

Preview a workflow

1. Go to Setup > Workflows.
2. Locate the workflow row, click ⋮ (vertical dots) to open the menu.
3. Select Preview mode.
4. Choose a desktop, tablet, or mobile frame size.
5. Show or hide workflow navigation.
6. Move through the workflow and check each page.

Preview mode uses the same component mapping as the actual participant flow for:

• pages
• questions
• Information
• contracts
• headings
• images
• videos
• data

What to check

Check that:

• pages appear in the right order
• required and optional items are clear
• visibility conditions show the right content
• participant text is understandable
• descriptions and choices are correct
• images and videos load
• contracts and Information appear where expected
• navigation works for the intended participant experience

note

Preview mode checks the workflow experience. Use Check Configuration to confirm a specific opportunity can use the workflow, contract, opportunity fields, and integrations correctly.