Test two workflow rules firing on one record

The checks that matter

Matching two rules with one record is the point. Rules that work individually can interfere when both apply to the same save.

• Both rules are active - asserted upfront with their conditions and their effects.
• The record matches both - a web source over the fifty thousand threshold.
• Both fired - a confirmation naming two rules rather than reporting a generic success.
• Both effects landed - a rating of Hot and an owner of Priya Nair on the saved record.

The record log is asserted too, naming which rule set the rating. Without it, a field that happened to default to Hot would be indistinguishable from a rule that fired, and that distinction is the whole test.

The flow as a test file

The rules are asserted with their conditions before the record is created, so the test documents the expected behaviour rather than assuming the reader knows it.

---
mode: testing
url: https://my-testing-repo-main.vercel.app/zoho-clone-app/workflows?reset=true
max_steps: 45
tags: [zoho-crm, crm, automation]
---

# Zohoe CRM 32.2: Workflow rule trigger

Catalog objective: create a record that triggers a field update workflow.
Key assertion: the field is auto-updated according to the rule.

## Verify the rules are active
Verify the "Active rules" card lists "Flag high value leads" (when Deal Amount is 50,000 or more, set Rating to "Hot") and "Route web leads" (when Lead Source is Web, set owner to "Priya Nair").

## Create a record that matches both rules
Leave "First name" as "Dana", "Last name" as "Ellery", "Company" as "Summit Royals", "Lead source" as "Web" and "Deal amount" as "62000".

## Save it
Click "Save the lead" and verify a green banner reads "2 rules fired: Flag high value leads, Route web leads."

## Verify the fields were auto-updated
Verify the saved record shows "Lead id" of "L2", "Deal Amount" of "$62,000.00", "Rating" of "Hot" and "Owner" of "Priya Nair", and the record log contains "Workflow "Flag high value leads" set rating to Hot".

The deal amount is chosen just above the threshold, which is the value most likely to expose an off-by-one in a greater-than-or-equal comparison.

Step by step coverage

The rules, a matching record, the save and the effects.

A confirmation that says two rules fired, combined with two changed fields, is stronger evidence than either on its own.

Adding it to a suite

kane-cli testmd run tests/zoho-crm/workflow-rule_test.md

Add a record just below the threshold, since the rule should not fire and a rule that always fires is as broken as one that never does.

Automation built by admins benefits from tests an admin can read. Deriving a suite from written rules covers that, and running flows in CI covers catching a rule that stops firing.