Validate a Flow

You validate a flow to ensure that you configured all of the required fields and that the structure of the flow is valid. Validation cannot determine how the system executes the flow at run-time and doesn't guarantee that the flow runs as expected.

When validation succeeds, leave the Validation toggle on. You can't publish the flow unless validation succeeds.

Procedure


Step 1

From the Management Portal navigation bar, choose Routing Strategy > Flow.

Step 2

Select a flow.

Step 3

Set the Validation toggle to On.

The validation starts and errors display in the window.

During validation, the system displays errors in these ways:

  • Flow Errors Button: A red button appears next to the Validation toggle that shows the number of active errors. If there are no errors (Flow Errors: 0), the button is Green.

  • Activity Error Styling: If an activity has configuration errors, the activity appears with a red outline and a red information icon in the upper-right corner. Click this icon to show a contextual tooltip that summarizes any errors with the activity. After you address the error, the activity loses the error styling in real time.

  • Validation Details Window: This pop-up window keeps a running list of active errors in the flow. You can drag and move this window around the canvas. Click the Close icon in the upper right to close the window.

    There are two sections within this window:

    • Flow Errors Section: This section lists all the active errors in the flow and breaks them down by activity. You must resolve all of these errors before you can publish the flow. For more information, see Flow Designer Error Codes.

    • Recommendations Section: This section lists best practices and reminders for building flows. While you should consider these items before you publish a flow, the recommendations are not required.

      If you do not want to see the recommendations, click Dismiss Recommendations to hide the list. The list stays hidden until you close the Validation Details window and open it again.

Step 4

If you close the Validation Details window and want to reopen it, click the Flow Errors button.

Step 5

Optional. If there are errors, set the Validation toggle to Off. You must fix the errors and restart the validation.

Note

Flow validation can't evaluate functions or check to see if variables resolve to expected values. It only checks for structural errors. Double-check your variables to ensure that they work as expected.