Here we will discuss how to access workflow logs. Workflow is a feature that will automatically take an action if you match all the conditions that are set. It helps to ensure that at the right time the right person gets the right information about what needs to be done and in what order. By checking the workflow logs, the admin can verify if the information has been successful and what type of action was done.
From the Dashboard, click on CRM and select Workflow Automation from the drop down.
In the Manage Workflow Automation section, click on the Action Button, then select Settings.
In the View Workflow section, click on the Workflow Logs Tab.
This will show the following:
Use Filter By if you would like to search for a specific Lead ID.
- Start/End Date - Ability to select a specific date or date range to search for logs.
- ID - Workflow Action IDs
- Lead ID - The ID of the Lead where a Workflow Action took place
- Status - Processed or New
- Action Type - (API, EMAIL, Integration & MOVE)
- Perform Action - Yes or No
- Date - Date Workflow Automation was initiated
- Scheduled For - Date for Pending Workflow Automation Action
- Flush - Ability to flush a pending workflow in the queue.
Note: It is required to set a date or date range if you want to search or filter using List. You can use Lead ID as a filter and it will not require you to enter a date.
You can also do a search within the Workflow logs based on Lead ID or an actual List.
To be able to flush pending workflow actions within a List, you can select "List" as a filter and enter the name of the list and click on the Search button.
Note: You can use "Flush Selected Item" or "Flush All Pending Items". You can no longer flush an item that is already "Processed."
You may also refine your search by selecting different action types such as: