For the complete documentation index, see llms.txt. This page is also available as Markdown.

Test Manager

The Test Manager lets you save reusable test scenarios for your workflows and run them together — so you can confirm that a workflow still behaves correctly after you change it. It works for both Standard and Advanced workflows.

Open it from Workflow Dashboard → Test Manager List.

Test Manager List with test scenarios, status and Run All Tests
The Test Manager List — each saved scenario shows a pass/fail result.

What a test scenario is

A test scenario captures a workflow, a sample input and the expected outcome. When you run it, the Test Manager replays the workflow against that input and compares the result to what you expected — turning the row green (pass) or red (fail).

Working with scenarios

  • Add Test Scenario — create a new scenario from a workflow and a sample document.

  • Run All Tests — run every scenario at once and see, at a glance, which workflows still pass.

  • View Details — open a scenario to inspect its result.

Workflow test scenario details with status, run time and data
Scenario details — name, status, run time, and the actual vs. extracted data the run produced.

The details view shows the scenario name and status, the workflow name, the run time, and the actual and extracted data the run produced — so you can see exactly why a scenario passed or failed.

Test Manager vs. testing in the builder

These are two different things:

  • Test Manager (this page) — saved, repeatable scenarios with expected outcomes, run together with Run All Tests. Use it for regression testing after changes.

  • Testing in the builder — the inline Validate and Test controls inside the Advanced Workflow builder, for quick checks while you are building. See Validation & Testing.

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