DOCUMENTATION
Troubleshooting
If you encounter any issues or errors while using the Workflow Templates Extension, follow the troubleshooting steps below:
Review Template Configuration:
Ensure that the workflow templates are configured correctly, including conditions, responses, and required fields.
Check System Settings:
Verify that the general system settings related to workflows are properly set up and aligned with your business processes.
Validate User Permissions:
Ensure that the user triggering the workflow or managing templates has the necessary permissions.
Test Template Functionality:
Run a test using the problematic template to isolate the issue and confirm whether it is specific to that template or affects others as well.
Contact Support:
If the issue persists, reach out to the support team, providing details such as error messages and the steps leading to the problem for efficient troubleshooting.
How to create a workflow
Need help with your environment?
Use your agreed Braintree support channel, or contact the team to confirm the right support route.
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