Processes are run manually from the Process Execution screen. This screen lists all Processes associated with the selected application and shows a history of previous executions for each one.
Run a Process manually
Select the application that contains the Process from the navigation.
Navigate to Processes \> Process Execution. The exact module and screen names may differ depending on how the application is configured.
Locate the Process you want to run.
Click Run.
If the Process has parameters configured, you will be prompted to enter values before execution begins. Even if no parameters are defined, you will be asked to confirm before the Process runs.
Enter any required parameter values and click Run.
The Process submits to the execution queue and begins running. The screen updates as the Process progresses, showing its current status. When complete, any notifications generated by the Process are displayed, and a link to the Calculation Log becomes available if logging is enabled.
Preview a Process
Preview runs the Process through its full execution — loading data, running the workbook logic, and generating the Calculation Log — but does not commit any results to the database. No records are written or deleted. The Calculation Log produced is identical to what a normal run would generate, making it useful for reviewing what a Process would do before committing the results.
Preview is useful when:
Testing a newly configured Process or updated workbook logic
Reviewing what data would be written before committing it
Investigating unexpected behaviour without affecting live data
Obtaining example output data for offline analysis
To preview a Process, follow the same steps as a normal run, but click Preview instead of Run when the parameter prompt appears.
The resulting Calculation Log is accessible from the Process Execution screen or the Process History screen in the same way as a normal run log.
Workflow chains and preview
If the Process you are previewing is part of a workflow chain, be aware that preview mode does not make the results of a preceding Process available to subsequent Processes. The preview runs only the selected Process in isolation. Any downstream Processes in the chain that depend on results from the previewed Process will not have access to those results during their own execution.
Other ways a Process can run
Running manually from the Process Execution screen is one of several ways a Process can be triggered. Processes can also run automatically when a record is saved to an object (see Save-Triggered Processes), on a defined schedule (see Run a Process on a Schedule), as part of a workflow chain triggered by another Process (see Chain Processes in a Workflow), or when data is received via a connector or email.