Test and Troubleshoot the Workflow

When you click Save after configuring the workflow, you will be notified if there are configuration errors. An error message indicates the location of the error. Click [OK], and configure the workflow properly.

If the following conditions are not met, an error occurs in the workflow.

At least one destination connector is positioned in the delivery flow.
A destination connector, not a process connector, is positioned at the end of the delivery flow. When a process connector is placed at the end of a delivery flow, is displayed.
All required setting items are configured. An asterisk (*) is displayed next to the setting name for required entry items.
All delivery parameters are configured in the one-touch scan workflow. Refer to Configure One Touch Scan.
All delivery parameters for connectors positioned after Decision Point are configured. Refer toConfigure the Destination Connector Properties and Configuring the Process Connector Properties.

You can test the created workflow using a specific Delegation Server or all Delegation Servers.

A workflow other than one-touch scan cannot be validated when the workflow contains a Send to CMIS connector that is "Required" or when the workflow contains a destination connector that is only Send to CMIS.
Workflow test is not available for OIDC login users.

To test the operation of the configured workflow:

Click [Workflow] → [Workflow Design].

Select the workflow to test in the workflow list, and click (Test).

On the [Workflow Test] screen, you can only test a workflow whose [Job Processing Location] setting is set to [On Server].
On the [General] tab, upload the file to use in the test delivery, and configure the Delegation Server to be used.

Setting item	Description
Input File(s)	Click [Browse], select the file to deliver, and then click [Upload]. You can upload files with a BMP, GIF, JPEG, JPG, PDF, TIF, or TIFF extension. In addition, all files to be uploaded must have the same extension. Each file to be uploaded must be less than 1 MB in size. You can upload up to five files.
Target Delegation Server(s)	Specify the Delegation Server to use for test delivery. To test all Delegation Servers, select the [All Servers] check box. To test a specific Delegation Server, select the Delegation Server to use and click to add it to the [Target Delegation Server] list. Clicking removes the selected Delegation Server from the [Target Delegation Server] list, and clicking removes all Delegation Servers from the list.

Setting item

Description

Input File(s)

Click [Browse], select the file to deliver, and then click [Upload].

You can upload files with a BMP, GIF, JPEG, JPG, PDF, TIF, or TIFF extension. In addition, all files to be uploaded must have the same extension.
Each file to be uploaded must be less than 1 MB in size.
You can upload up to five files.

Target Delegation Server(s)

Specify the Delegation Server to use for test delivery.

To test all Delegation Servers, select the [All Servers] check box.
To test a specific Delegation Server, select the Delegation Server to use and click to add it to the [Target Delegation Server] list. Clicking removes the selected Delegation Server from the [Target Delegation Server] list, and clicking removes all Delegation Servers from the list.

On the [Workflow Parameters] tab, specify the user executing the workflow, destination connectors, process connectors, and metadata.

In the Management Console, configure the actual items to be configured by the user on the operation screen of the device.

Setting item	Description
User Name	Specify the user executing the workflow. Click [Set] to open the [Select User] window. Select a user registered in [User Management], and click [OK].
Document Name	Enter the document name to be used for test delivery. This item is not available when editing of the document name is disabled in the workflow settings. If the document name is not specified, the time stamp (local time of the Delegation Server) at the time of execution is set as the document name.
Destination/ Process/Metadata	Configure the parameters for the destination connectors, process connectors, and metadata to be included in the selected workflow. These items are displayed only when there are items that can be configured on the operation screen of the device. When a workflow is configured for one-touch scan, the [Destination] and [Process] tabs are not available. When a workflow is configured for one-touch scan and editing of metadata is disabled, the [Metadata] tab is not available. Even if you configure CSV Search or SQL Search on the [Metadata] tab, these functions are not available in the workflow test. Enter the metadata you want to use for the test manually.

Click the [General] tab, and then click [Run].

The workflow test starts.
When a confirmation message is displayed indicating that the test was successful, click [Yes].

On the [Workflow Test Result] tab, check the test log and test result.

When you select a Delegation Server to check a job log with the [Delegation Server] drop-down menu, the job log list is displayed.

Click the column title of the log list to sort the list in ascending or descending order.

When you select a job log to check for details from the log list, a detailed job log is displayed in [Detail Log] at the bottom of the screen.

Click the column title of the Detail Log to sort the list in ascending or descending order.

If a required parameter is not configured in the workflow test, a warning message is displayed. When (Warning) is displayed, the test cannot be performed until the required settings are specified.
When you perform a workflow test, the test job is processed using a thread that is different from a normal job, and the processing capacity of the Delegation Server can be affected during a workflow test that requires a workflow with a large load or synchronized processing.
Retries and other job processing are performed as configured in the same manner as a normal job even for a workflow test.