Task and contact script testing mode

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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. Once you have activated 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, you will see a flask with a green or red background associated with each condition. The green background means that the condition is met for the object you selected; red means it's not:


The line containing the logical expression associated with the condition also has a flask icon. A flask with a red background means that the object doesn't meet the selection or logical expression conditions and the script will not execute for it:


A message will be displayed if you choose an object for testing that's from another process that isn't affected by the script:


How testing mode is used

  • Review each condition with a red flask sequentially. Modify the condition or values in the object (task, contact) you're testing so that the condition is met.
  • Test.
  • Follow the steps above until all the flasks have a green background when you test.

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