How should I test my app before going live?

Before sharing your app with real users, it’s important to test it thoroughly. Here’s a checklist:

1. Test all user flows

• Go through every action a user would take: create a record, edit it, delete it, submit a form, run a workflow.
• Test each user role (Admin, Editor, Viewer) separately to make sure permissions work correctly.

2. Test automations

• Trigger each workflow and confirm the expected actions happen (emails sent, records updated, etc.).
• Check the automation logs if available to see if any steps failed.

3. Test on mobile

• Open your app on a phone and tablet to check that layouts and forms display correctly on smaller screens.

4. Add test data

• Use dummy records to test reports, filters, and dashboards before adding real data.
• Delete test records before going live.

5. Share with a small group first

• Invite 1-2 trusted users to try the app and give feedback before a full rollout.

If you find issues, use the AI editor to fix them. Describe the problem and the AI will suggest or apply a fix.