Validating workflow changes

After updating a workflow, check both the participant experience and the business configuration.

Use:

• Preview mode to check what participants see
• Review mode to audit workflow contents
• Check Configuration to confirm an opportunity can use the workflow correctly

Preview the participant experience

1. Go to Setup > Workflows.
2. Locate the workflow row, click ⋮ (vertical dots) to open the menu.
3. Select Preview mode.
4. Check the workflow in desktop, tablet, and mobile frame sizes.
5. Show or hide workflow navigation to check both experiences.
6. Move through the workflow pages and confirm questions, Information, contracts, headings, images, videos, and data display as expected.

Review workflow contents

1. Go to Setup > Workflows.
2. Locate the workflow row, click ⋮ (vertical dots) to open the menu.
3. Select Review mode.
4. Search or group the table to check related items together.
5. Review item order, page, item type, question type, participant text, description, choices, required state, and usage.
6. Copy the review data or download it as CSV if you need to check it outside PICMI.

note

Use the option to remove HTML from exported descriptions when the CSV needs to be read in a spreadsheet or shared with people who do not need the underlying formatting.

Run Check Configuration

1. Go to either:
   • Employment > Jobs
   • Services > Proposals
2. Locate the opportunity row
3. Click ⋮ (vertical dots) to open the menu.
4. Select Check Configuration.
5. Confirm validation passes primary.
6. Fix any errors before sending new invites.

Check Configuration validates whether the selected opportunity has the workflow, contract, opportunity fields, and integration sources needed to continue. It does not replace Preview mode or Review mode.