When you need to know what is happening for particular contacts within a workflow and are looking into the behavior of a workflow, it is crucial to understand where to look for this information.

Here's how to view and understand the Status and History of Workflows.

• Navigate to the Execution Logs tab within the Workflow Builder for a particular workflow.

Here, you see the Contact, the action they’re on, the status of the action, when it was last executed, event details under “More Details,” and the execution logs of a specific contact with “Execution History.”

• Use the dropdown menus to sort and filter through the current statuses for your Workflow.
• Here, you can view the Contacts, Action, Executed On date/time, Status, View Details, Execution History, and Contact History.
• For Contacts, you can view the full history of actions for the contact within the specific workflow. If they’ve been in it more than once, you’ll see all the actions from each time they were added.
• The Execution Log and contact history options allow you to view the history of actions for the contact within the specific Workflow. If they’ve been in it more than once, you can use the icon to the left of their name for the complete history within this Workflow.
• More Details typically show a bit more in-depth information for troubleshooting.

Navigate to the Enrollment History tab within the Workflow Builder for a particular workflow.

Use the dropdown menus to sort and filter through the list of contacts who’ve been through the Workflow. You can filter by:

• Date: last 30 days, today, yesterday, this past week, and more.
• Events: added to workflow, executed, failed, finished, waiting, and more.
• Contact information: search by contact id, name, phone, or email.

• Here, you can view the Contact, Date Enrolled, Current Action, Current Status, Next Execution On date, and Execution History.
• For Contacts, you can view the full history of actions for the contact within the specific workflow when clicking on the execution history icon. If they’ve been in it more than once, you’ll see all the actions from each time they were added.

• Under View Details, you can view the details of the specific action on the Execution Logs tab.

• The Execution Log allows you to view the history of actions for the contact within the specific Workflow. If they’ve been in it more than once, you can use the icons to view execution history, view details, and contact history for the complete history within this Workflow.

Pro Tips

1. Utilize Filters and Sorting: Make use of dropdown menus to filter and sort data in both the Execution Logs and Enrollment History tabs. This helps in quickly locating specific contacts, actions, or statuses.
2. Check Execution Logs Regularly: Regularly review the Execution Logs to monitor the progress and troubleshoot any issues. The "More Details" section often provides additional insights for effective problem resolution.
3. Monitor Enrollment History: Keep track of the Enrollment History to understand the timeline and status of contacts within the workflow. This helps in assessing the efficiency of the workflow and identifying any bottlenecks.
4. Review Complete Contact History: Use the contact history icons to access the full history of actions for a contact within the workflow. This comprehensive view is useful for understanding recurring issues or patterns.

FAQ

1. How can I sort and filter workflow statuses?
   • Use the dropdown menus in the Execution Logs and Enrollment History tabs to sort and filter by various criteria such as contact, action, status, date, and more.
2. What should I do if a contact’s action status is not updating?
   • Check the Execution Logs for any errors or issues related to that contact’s actions. The “More Details” section may provide specific information for troubleshooting.
3. Can I view the entire history of a contact within a workflow?
   • Yes, by clicking the execution history icon, you can view the full history of actions for a contact within the specific workflow, including all instances they were added.
4. What information can I find under "More Details" in the Execution Logs?
   • The "More Details" section typically includes in-depth information about the execution of actions, which can be useful for troubleshooting and understanding the workflow behavior.