Task and contact script testing mode

Testing mode for task and contact scripts lets you test if a specific task or contact meets the conditions to trigger a script. If it doesn't, you can figure out why. To activate the testing mode, click on the flask icon:

After you have activated the testing mode, you will be able to select an object to test at the top of the script settings window:

Once you have selected an object and started testing, planfix will outline each condition in green or red in the selection parameters. A green outline means that the condition is met for the object you selected, while a red outline implies that it is not met:

The line containing the logical expression that links the conditions is also outlined. A red outline indicates that the object does not meet the selection parameters or the conditions of the logical expression, and the script is therefore not triggered:

If the selected object for testing is from another process that is not covered by the current script, a special information message will be displayed:

How testing mode is used

• Sequentially review each condition outlined in red. Adjust the condition or the values of the tested object (task, contact) so that the condition is met.
• Repeat the test.
• Continue these processes until only the conditions outlined in green are still present in the testing mode.

Go To

• Testing mode
• Scripts
• Account Management
• Feature Description