Sandbox - Intro

Sandbox in Zoho Projects is a secure testing environment designed for users to test configurations, customizations, and changes without impacting live production data.

Why is Sandbox Useful?

Organizations require a reliable approach to implementing changes in their production environments. Testing directly in live environments may lead to unintended disruptions or inconsistent workflows. Sandbox provides a dedicated space for thorough testing and validation, allowing users to refine configurations. Testing the changes in advance will ensure project stability and will allow implementation with greater confidence.

Sandbox in Zoho Projects

The Sandbox environment supports extensive testing and validation across various configurations and modules. Users can experiment with roles, profiles, custom fields (across all modules), layouts, layout rules, web tabs, webhooks, email templates, email alerts, workflow rules for tasks and projects, macro rules (task automation), Blueprints (task automation), teams, resources, connections, custom functions, and schedule functions.

Users can create a dedicated Sandbox portal for testing these features and collaborate with team members or developers within the environment. You can also edit, rebuild, check deployment logs, and activate or deactivate the sandbox portal as needed.

Use Cases

Test Workflow Rules for Task and Projects

A workflow rule that updates a task status to Possible Delay when it is overdue for more than 5 days be tested in the Sandbox. Users can ensure that the rule triggers correctly under various scenarios, such as overdue or delayed tasks, without affecting live data.

Test Blueprint for Tasks

A Blueprint to automate the content review process with statuses and transitions can be tested in the Sandbox. This ensures each transition, such as sending notifications or updating fields, works as intended. You can confirm that all transitions and actions are configured correctly.

Test Web Tabs for Resources

A Web Tab to embed a construction site map into the project. Verify if the map loads correctly with accurate, up-to-date site data, and that it supports interactive features such as location markers or project zones.

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