Import records into a workflow from a model
In this guide, we will guide you through the process of testing a workflow using a data model.
Before you begin
Ensure you have a workflow setup on a model with enough details to power the execution flow of the workflow it enrols into.
Drag a link from the start node. It will create a new node and open up a catalog to pick correct node type.
Configure the input parameters for the node as needed. With the node
configured, run it using the play to see the initial output. The run will
provide a preliminary view of the enriched data. Based on the initial
output, you might find that adjustments to the input parameters are
necessary.
Once you are satisfied with the node's output, click the Publish button to
save a global version the workflow. Any eventual batch runs will proceed on
the published version.
To test the workflow, navigate to the Runs view and click the Import
button to choose the records to be part of the batch. Confirming this will
initiate a batch run into the latest published version of your workflow.
After importing the batch of records, review the status of runs in the Runs view to check the
status of each record executed in the workflow.
Clicking on a run will provide a detailed view of the record's journey through the various nodes
in the execution flow.
Use this view to spot errors, bottlenecks, or areas for improvement in the workflow. You may choose to re-run individual, or multiple runs.
Finish line
By now, you have successfully tested your workflow and processed a batch of leads.