Workflow Execution Overview

Modified on Tue, 27 Aug at 3:04 PM

Explore the comprehensive guide on constructing workflows by visiting the "Workflow Training" section located under the "Advanced Training" in our help center.

Workflow Summary

The Workflow Summary tab provides an overview of where each customer stands in the workflow process. This is your go-to section for monitoring individual customer progress or reviewing the statuses of customers who have completed the workflow.

Refresh Data

At any moment, you can update the information displayed by clicking the refresh icon located at the top right corner of the table.

Date Range Filter

Need to focus on data from a specific timeframe? Use the date range filter to select the period you wish to view. The table will automatically update with the relevant information.

Action Filter

To narrow down your view by specific actions taken in the workflow, use the action filter dropdown. Choose the action of interest, and the display will adjust accordingly.

Status Filter

If you are searching for a particular workflow status, utilize the status filter dropdown to select and view the relevant data.

Contact Search

For easier navigation through extensive logs, use the contact search option to quickly find the exact entry you need by searching for the contact’s name.

Workflow Status Table

This table offers a detailed view of all workflow activities, capturing essential information such as:

Contacts involved in the workflow.
Actions taken within the workflow.
Current status of the workflow.
Execution timestamps indicating when contacts were added.

Detailed View Options

For a more in-depth examination, you can access the execution log, which lists all actions performed on a particular contact. Additionally, the contact history provides a chronological account of interactions.

Saving Changes

After making any edits to a workflow status, be sure to save your changes. Upon saving, the table will display the updated date and time.

Draft vs. Published Logs

You can manage the visibility of action logs by toggling between draft and published states. This feature allows you to control when and how logs are made public or kept in draft form.