How Workflows Work
Running a workflow manually
You can also trigger a workflow manually, in two ways:
From the Workflows page — open a published workflow and use Test Run to start it against a specific record. The workflow can be disabled; testing still runs the published version.
From lists and reports — published, enabled workflows with a Manual trigger appear in
matching record action menus. Staff need the permissions required by that workflow, not
necessarily workflow administration access.
See Run a Workflow Manually for details.
Test runs execute real actions. Messages are sent and changes are saved, so use test records. For Membership and Subscription workflows, choose a Member first, then choose one of that Member’s records.

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