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 ...

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