How can I test a flow before activating it?
The easiest way to test a flow before sending it to real contacts within your data source is to firstly include criteria (such as mobile phone/email is equal to xyz) which ensures only your test record/s qualify for the flow.
Once you have successfully tested this, you can copy the flow and remove your test criteria before activating it.
Copying the flow before activating means your flow performance data won't contain any data related to your testing.
Can I include attachments on emails?
Yes, these are configured on the outbound email node within the flow builder.
See Configuring conversation nodes for more information.
Can Pendula send to a different recipient if a mobile phone field is blank?
Yes, you can introduce logic such as checking if a field is blank or has a particular value in order to determine who should qualify for a flow. If your recipient data resides in different places within your data source (for example, as different contact lookup fields) you'll need to create a new related object and flow to manage this.
See Related objects for more information.
Why aren't field update nodes updating records in Salesforce?
If a field update node is failing to update a record within Salesforce, it means something is preventing the record from being saved.
Check if there are any validation rules or processes such as workflow rules which are erroring when Pendula attempts to update the record.
How do I make changes to a flow once it has been activated?
Once a flow has been activated, you can still make changes to it if required, including updating the SMS or email templates it is using. In order to edit an active flow, you'll firstly need to pause it.
See Managing existing flows for more information.