Testing the Workflow

Immediately after saving and publishing the workflow it’s ready for testing. To test the Sales Lead workflow, follow these steps to populate the necessary lists and start a workflow:

1. Return to the SharePoint site where the workflow was published and the three custom lists are present. (In this example, the site is http://abcsp1004/sites/spdtest.)
2. Access the Region list and add two items. The first item should be titled Region A and have a salesperson assigned who is a valid AD user account (such as User1 in this example). The second item should be titled Region B and have a different salesperson (such as User2 in this example).
3. Next, access the Sales Leads list on the SharePoint site. Click Add New Item; fill in the title with Customer ABC and select Region A. Click Save. This simulates the process of a field being created for a sales prospect in a specific region. In a production situation, additional fields could be added to track conversations with the client or upload proposals and other documents to the list item.
4. Next, edit the Sales Lead item created in the previous step, and check the SaleClosed check box; then click Save. This simulates the event where the sale is closed and the lead is ready to be converted to a customer.
5. Next, access the drop-down menu for the item, and click Workflows.
6. The Sales Leads – On Change workflow should appear next to the workflow icon and should display as shown in Figure 29.10. Click the link next to the workflow icon to access the initiation page.

   Figure 29.10. Initiating the workflow from the Sales Leads list item.

   

7. The IniWrkflIP.aspx page loads. Click the Start button.
8. You return to the Sales Leads list and a column appears titled Sales Leads – On Change, which indicates that the workflow is In Process and then Completed.
9. Navigate to the customer list and verify that a new item has been created, as shown in Figure 29.11.

   Figure 29.11. New item created in the customer list as a result of the workflow.

   

10. Return to the Sales Leads list, and click the value that appears in the workflow column to view the workflow history for that particular list item. The workflow history window opens and displays the status for the latest instance of the workflow.