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WorkflowsTesting

Workflow Testing

Thorough testing is essential for creating reliable automations. This guide covers best practices, testing techniques, and troubleshooting strategies to ensure your workflows function correctly before and after deployment.

Why Testing Matters

Proper testing of workflows offers several critical benefits:

  • Prevents errors: Identify and fix issues before they impact your business
  • Validates business logic: Ensure workflows behave as expected in all scenarios
  • Increases confidence: Deploy with certainty that automations will work correctly
  • Improves reliability: Create more robust workflows that handle edge cases
  • Facilitates optimization: Discover performance issues before they affect operations

Wakflo Testing Tools

Wakflo provides several built-in testing capabilities to help you validate your workflows:

Test Mode

Test Mode allows you to run a workflow without affecting live data or systems. Key features include:

  • Simulated execution: Run workflows in an isolated environment
  • Step-by-step execution: Walk through each action individually
  • Data inspection: View input and output data for each step
  • Mock responses: Simulate responses from external systems
  • Error simulation: Test how your workflow handles failures
Test Mode

Test Data Sources

Wakflo offers three ways to provide test data:

Sample Data

Use built-in sample data that mimics typical values for your trigger

Real Data

Use recent real events from your integrations as test data

Custom Data

Create your own test data to handle specific scenarios

Testing Approach

Follow this structured approach to thoroughly test your workflows:

1. Unit Testing

Test individual actions

Verify each action works correctly in isolation

Check data mapping

Ensure data is correctly mapped between steps

Validate conditions

Test that conditions route workflows correctly

Verify error handling

Confirm that error handlers function as expected

Use the “Test Action” button on individual steps to quickly test specific actions without running the entire workflow.

2. Integration Testing

Integration Testing

Integration testing verifies that your workflow interacts correctly with external systems:

  • Test connections to all integrated platforms
  • Verify data flows correctly between systems
  • Check authentication and authorization
  • Test API rate limit handling
  • Confirm webhook reception and processing

3. End-to-End Testing

End-to-End Test Checklist

  • Run the complete workflow from trigger to final action
  • Test with various input scenarios (normal, edge cases, error conditions)
  • Verify all branching paths work correctly
  • Check that the workflow achieves its intended business outcome
  • Measure performance and resource usage

4. Scenario Testing

Happy Path

Test the standard, expected flow with typical data

Edge Cases

Test with unusual or extreme data values

Error Scenarios

Test how the workflow handles failures and exceptions

Creating Test Cases

Effective test cases should:

  • Cover all possible workflow paths
  • Include a variety of data inputs
  • Test boundary conditions
  • Verify error handling
  • Validate business rules
Test Cases

Example Test Scenarios

Order Processing Tests

Standard Order

  • Domestic shipping address
  • All items in stock
  • Standard payment method
  • No discount codes

International Order

  • International shipping address
  • Customs documentation required
  • Multiple currencies
  • Different tax rules

Complex Order

  • Mix of in-stock and backordered items
  • Multiple discount codes
  • Special shipping instructions
  • VIP customer status

Inventory Management Tests

Standard Stock Update

  • Normal inventory adjustment
  • Single product
  • Above reorder threshold

Low Stock Alert

  • Product quantity below threshold
  • Reorder not yet placed
  • High-demand product

Out of Stock Handling

  • Zero inventory
  • Backorders allowed/disallowed
  • Alternative product available

Error and Edge Case Tests

Integration Failures

  • API timeout
  • Authentication failure
  • Rate limiting hit
  • Malformed response

Data Issues

  • Missing required fields
  • Invalid data formats
  • Extremely large values
  • Special characters in text

Process Interruptions

  • Partial execution then failure
  • Retry after failure
  • Timeout during long-running operation

Testing with Mock Data

Creating custom test data allows you to test specific scenarios:

Create test data

In Test Mode, choose “Custom Data” as your data source

Define JSON structure

Provide a JSON object matching your trigger’s data structure

Set specific values

Include values that test particular conditions or edge cases

Save test cases

Save your test data for reuse in future testing

Example: Order Test Data

{ "order": { "id": "12345", "customer": { "id": "cust_789", "email": "test@example.com", "first_name": "Test", "last_name": "Customer", "vip": true }, "total": 249.99, "currency": "USD", "items": [ { "id": "item_1", "product_id": "prod_101", "sku": "SKU001", "name": "Test Product", "quantity": 2, "price": 99.99, "requires_shipping": true }, { "id": "item_2", "product_id": "prod_202", "sku": "SKU002", "name": "Digital Item", "quantity": 1, "price": 50.01, "requires_shipping": false } ], "shipping_address": { "address1": "123 Test St", "city": "Testville", "state": "TS", "zip": "12345", "country": "US" }, "payment_status": "paid", "fulfillment_status": "unfulfilled", "tags": ["test", "high-value"] } }

Simulating Errors

Testing how your workflow handles errors is crucial for building robust automations:

Error Simulation

Wakflo Test Mode allows you to simulate various errors:

  • API Errors: Simulate failed API calls
  • Validation Errors: Test with invalid data
  • Timeout Errors: Simulate operation timeouts
  • Authentication Errors: Test credential failures
  • Custom Errors: Create specific error conditions

Error Simulation Steps

Enable error simulation

In Test Mode, toggle “Enable Error Simulation”

Select action to fail

Choose which action should generate an error

Configure error type

Select the type of error to simulate

Set error details

Provide custom error message or status code if needed

Run test

Execute the workflow and observe error handling

Performance Testing

Performance Metrics to Monitor

Execution Time
Total runtime and per-action timing
Resource Usage
Memory and CPU consumption
API Calls
Number and duration of external calls
Data Volume
Amount of data processed
Concurrency
Behavior under parallel executions
Rate Limit Impact
Effect on API rate limits

Automated Testing

For workflows that require regular testing, set up automated tests:

Automated Testing

Wakflo supports scheduled and triggered automated tests:

  • Create test suites with multiple test cases
  • Schedule regular test runs
  • Generate test reports
  • Set up notifications for test failures
  • Track test history and results

Automated testing is available on Business and Enterprise plans. Contact support to enable this feature.

Testing Environments

Environment Separation

Development
  • For initial building and testing
  • Safe for experimentation
  • Connect to test/sandbox integrations
Staging
  • Pre-production environment
  • Mirror of production setup
  • Final testing before deployment
Production
  • Live business environment
  • Connected to real systems
  • Limited to verified workflows

Common Testing Issues

Inconsistent Test Results

Problem

Tests produce different results when run multiple times

Solutions

  • Verify your test data is consistent
  • Check for dependencies on external systems that might change
  • Look for random or time-based conditions in your workflow
  • Ensure test environment is isolated and stable

Integration Connection Issues

Problem

Tests fail due to problems connecting to external systems

Solutions

  • Verify API credentials are valid in the test environment
  • Check that test sandbox environments are available
  • Use mock responses for unreliable integrations during testing
  • Implement retry logic for transient connection issues

Data Mapping Errors

Problem

Tests fail due to data mapping or transformation issues

Solutions

  • Check for mismatched data types in mappings
  • Verify test data includes all required fields
  • Look for nested data structure mapping errors
  • Add data validation steps before transformations

Long-Running Tests

Problem

Tests take too long to complete

Solutions

  • Identify and optimize slow-running actions
  • Use smaller test data sets when possible
  • Break up large workflows into smaller, testable components
  • Set appropriate timeouts for test execution

Testing Best Practices

Start Testing Early

Test each component as you build it rather than waiting until the workflow is complete

Use Descriptive Test Names

Give test cases clear names that describe what they’re testing

Test Boundary Conditions

Test at the edges of valid data ranges (minimum, maximum, just inside/outside limits)

Isolate Tests

Make test cases independent of each other and external factors

Document Test Cases

Keep records of your test scenarios for future reference and repeatability

Monitor Test Results

Track test results over time to identify patterns and trends

Test After Changes

Run tests again after modifying workflows to ensure changes don’t break existing functionality

Focus on Business Outcomes

Design tests that verify the workflow achieves its intended business purpose

Test Documentation

Document your testing process to maintain consistency and facilitate future testing:

  • Test Plan: Overall testing strategy and approach
  • Test Cases: Specific scenarios to be tested
  • Test Data: Sample data used for testing
  • Test Results: Outcomes of test executions
  • Issue Tracking: Documented problems and resolutions
Test Documentation

Common Testing Examples

Order Processing Tests

1. Standard Order Test → Typical domestic order with normal payment 2. International Order Test → Cross-border shipping with customs 3. VIP Customer Test → High-value customer with special handling 4. Partial Stock Test → Order with mix of in-stock and backordered items 5. Payment Failure Test → Order with declined payment method

Inventory Management Tests

1. Stock Update Test → Normal inventory level adjustment 2. Low Stock Alert Test → Inventory below reorder threshold 3. Reorder Process Test → Automatic purchase order generation 4. Stockout Handling Test → Zero inventory with backorder rules 5. Bulk Update Test → Multiple product inventory changes

Customer Communication Tests

1. Welcome Email Test → New customer onboarding message 2. Order Confirmation Test → Purchase confirmation with details 3. Shipping Notification Test → Tracking information delivery 4. Abandoned Cart Test → Recovery email for incomplete purchases 5. Review Request Test → Post-purchase feedback solicitation

Troubleshooting Test Failures

Common Failure Patterns

  • Data format mismatches: Check data types and structure
  • Missing required fields: Verify all necessary data is present
  • Timeout errors: Adjust timeout settings or optimize slow operations
  • Authentication failures: Verify credentials and permissions
  • Rate limiting: Check API usage limits and implement delays

Debugging Steps

  • Review test execution logs for error messages
  • Check each step’s input and output data
  • Verify integration connections are working
  • Test with minimal data to isolate issues
  • Compare working vs. failing test scenarios

Next Steps

Now that you understand how to test workflows, explore these related topics:

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