How to Kick Off Workflow Testing With a Form (Updated)

Hi there.

In this video I'm going to show you how to kick off testing your workflows.

When they start with a form, the first thing that you will do is go to Templates forms and you will open up the form indicated on your workflow builder that kicks off the particular workflow that you are going to be testing.

In this case, I'm going to show you how this works.

With a lead caption, you will locate the form that you need to test with and click it to open it.

And then over on the left hand side, the fourth item down you'll see is sharing and the icon has this little arrow.

Click it and then you will copy this link and open it in a new tab.

When you are testing a lead capture, you do not have to open the link in an incognito window, but that will be relevant for another form test type.

You will then fill in all of the required fields as if you were the client.

I recommend using your personal email or another email that you set up specifically for testing rather than using your business email.

This is because once you hit send, your business email is going to get a notification that you have a new client.

So you want your client emails going to one account and your business emails going to your business account.

The other form type that might start a workflow is a public proposal.

Within your public proposal, you will navigate to the same fourth item with the arrow that you did for a lead capture.

You will copy the link and open it in an incognito tab.

So you cannot just open it in your browser window that you have here.

You have to open it in an incognito window because otherwise Dubsado will know that it's useful.

You logged in as the business owner.

So go ahead and open that link, fill it out as if you are the client in an incognito window and then hit submit so that your workflow testing can begin.

When you are testing with a public proposal, there is one other little thing that you need to know and that is that you have to apply a payment in order for everything to move forward.

So whenever the client completes the proposal, they are automatically going to be entered into Sato.

But the workflow won't necessarily do what it's supposed to do until a payment has been made.

So here's how we get around that.

From this perspective, the client would just pay it, but you're not going to pay yourself.

So you're going to go into the back end of Dubsado.

You're going to click Projects you're going to locate the project that you just did or that you just created as part of your test.

You'll go to the invoices tab, and then you need to apply a payment for whatever amount is due.

So if that's the full amount, do that.

If there is a retainer due, then enter just the retainer amount and go from there.

I didn't look at this invoice to see how much is possible, but I'm going to apply my $500 payment, and then if that's what my installment was, okay, I should have done 1033, but if that's the installment is, then the rest of the workflow will continue once you've made that payment.