Test mode runs the workflow against a sample or real record with every step's input/output shown inline and external actions sandboxed. Debug production issues from the run history's per-step detail.
Test mode
Editor → Test → pick a sample payload or a real record. Steps execute with live data reads but sandboxed writes (no real emails, no CRM writes) unless you enable live-fire per step.
Reading step results
Each step shows input, output, duration, and condition evaluations (which branch matched and why). The most common surprise lives in condition evaluation — the field didn't contain what you assumed.
Debugging production runs
Automation → [workflow] → Runs → click any run for the same per-step view on the real execution. Failed steps show the error, the payload, and a retry button.
Common bugs
Null fields breaking conditions (add null-handling), race conditions with sync (add a short wait after CRM-write steps), and template variables referencing fields the trigger payload doesn't carry (use the record-fetch step first).
