Guide Building workflows

Workflow Preview

See a workflow before anyone submits to it: the form previews live while you build, and the routing walkthrough shows exactly which steps would run and who would approve for the values on the form — before a single real request exists.

Updated

Admin
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Workflow Preview lets you see a workflow before anyone submits to it. While you build, the Form tab's right-hand panel previews the form live; on the form itself, a routing walkthrough simulates which steps would run and who would approve for the values currently entered. It's for Administrators checking their own work, and it's available on all tiers. You'll need an existing workflow with its fields and approval steps already configured.

Who this is for: admin.

Edit a field beside the live form preview

When you rename or adjust a field while building, you want to confirm the change lands the way a requester will see it rather than guessing from the builder. The right-hand panel re-syncs as you edit, so the form-type preview shows the current wording immediately.

  1. Sign in as the Administrator who owns the workflow.

  2. Click the field you want to edit in the form builder.

    Step 2
    Step 2

  3. Enter a label describing what the field captures — e.g., Item or service.

    Step 3
    Step 3

  4. Press Tab to commit the edit so the preview panel re-syncs.

    Step 4
    Step 4

The live preview panel updates to show the field's new label — Item or service in the example screenshots.

Preview who will approve before submitting

Before a real request exists, you can check that your conditions and approver assignments behave as intended for a given set of values, including which steps get skipped. The routing preview is a simulation that saves nothing, and the Preview approvers button appears only for members of the owning team with update permission on the workflow — people filling the form publicly never see it.

  1. Open the workflow's form.

    Step 1
    Step 1

  2. Enter a value in Amount — the example uses 800.

    Step 2
    Step 2

  3. Enter a value in Item or service — the example uses Standing desk.

    Step 3
    Step 3

  4. Click Preview approvers to simulate routing against the values currently on the form.

    Step 4
    Step 4

  5. Change Amount to a value on the other side of your condition — the example uses 200.

    Step 5
    Step 5

  6. Click Refresh preview to re-run the simulation with the new value.

    Step 6
    Step 6

The walkthrough marks the step that no longer applies with Condition(s) not met.