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:
- 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.)
- 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 asUser1
in this example). The second item should be titledRegion B
and have a different salesperson (such asUser2
in this example). - Next, access the Sales Leads list on the SharePoint site. Click Add New Item; fill in the title ...
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