Understanding the Workflow Enrollment History and Execution Logs
Managing workflows effectively requires a clear view of how contacts move through each step, track actions taken, and identify any potential issues. Execution Logs and Enrollment History provide the necessary insights into these processes, ensuring smooth operation and helping to resolve errors efficiently. Users can access detailed logs, track progress more easily, and handle issues promptly, resulting in an optimized workflow experience.
Key Features and Benefits
Execution Logs
1. "View Details" Hyperlink
A more visible hyperlink makes accessing detailed execution information quicker and more intuitive.
2. Error Visibility
Errors are more noticeable, with fields like the Status or View Details link being highlighted when an error occurs. This allows you to resolve issues promptly.
3. Highlighting Opened Rows
When you open the details of a row, it is automatically highlighted, making it easier to keep track of which action you're analyzing.
4. Action Column Overhaul
The "Action" column shows the action name you've assigned, which enhances clarity. Hovering over it will display the actual action type for additional context.
5. Enhanced Sorting in Filters
With actions linked to your workflow prioritized at the top, filtering is more streamlined and user-friendly.
6. Workflow Statuses
The inclusion of statuses like "Workflow Completed," "Removed by Workflow Action," and "Removed by External Workflow Action" provides you with better insights on how and why contacts exited or completed workflows.
7. Pagination
Both the Enrollment History and Execution Logs sections support pagination, giving you more control over how much data you view at once.
Enrollment History
1. Pagination
Like Execution Logs, the Enrollment History section allows you to choose how many row items to display per page (10, 25, or 50).
2. Highlight Contact Path
By selecting the "Highlight Contact Path" icon, you can instantly view the path your contact has taken through the workflow, helping you identify their journey step by step.
Note: The path taken by the contact within the workflow is highlighted in green.
3. Go To Action Button
This feature allows you to click the "Go To Action" button in the Execution History, which then takes you directly to the action in the builder for quick adjustments.
4. Rate Limit Notification:
The Rate Limit Notification Banner proactively informs users when contact enrollment is delayed due to rate limits. The banner appears on both the Workflow List Page and Contact Enrollment Page, staying visible until the delayed enrollments are executed.
Date and Time
1. Timezone
The "Executed On" field includes the timezone, helping you understand exactly when actions were taken across different time zones.
2. Custom Date Range Option
You can specify custom start and end dates for a more tailored view, with a maximum date range of 30 days.
Contact History
By clicking the "View Contact History" icon, you can access detailed action execution logs for any contact across all enrollments, with improved navigation breadcrumbs that link directly back to the logs.
Execution History
By clicking on the "View Execution History" icon, you will access detailed logs of actions taken by a contact during a specific enrollment, with enhanced navigation options through clickable breadcrumbs.
FAQ
Q: How can I view detailed execution information?
A: You can quickly access detailed execution information by clicking the "View Details" hyperlink, which is more visible and intuitive.
Q: What happens if there is an error in the execution log?
A: Errors are more noticeable, with key fields like Status or View Details highlighted, making it easier to resolve issues promptly.
Q: How do I track actions taken by contacts?
A: When you open the details of a row, it will be automatically highlighted, allowing you to easily track which action you're analyzing.
Q: What does the "Action" column display?
A: The "Action" column shows the name of the action you've assigned, and hovering over it provides additional context about the action type.
Q: How do I filter and sort actions?
A: Filters are more streamlined and user-friendly, with actions linked to your workflow appearing at the top, making it easier to filter and prioritize actions.
Q: What statuses are included in the execution logs?
A: You can view statuses such as "Workflow Completed," "Removed by Workflow Action," and "Removed by External Workflow Action," providing better insight into contact progress.
Q: Can I control how much data I see in the Execution Logs and Enrollment History?
A: Yes, both sections support pagination, allowing you to choose how many rows to display per page.
Q: How do I track the contact's journey through the workflow?
A: By selecting the "Highlight Contact Path" icon, you can instantly view the path the contact has taken through the workflow, with the path highlighted in green.
Q: What is the "Go To Action" button for?
A: The "Go To Action" button allows you to quickly navigate to the specific action in the builder for adjustments.
Q: How does the Rate Limit Notification work?
A: The Rate Limit Notification Banner informs you when contact enrollment is delayed due to rate limits, staying visible until the enrollments are executed.
Q: How can I see the exact time actions were taken?
A: The "Executed On" field includes the timezone, providing clarity on when actions were performed across different time zones.
Q: Can I specify a custom date range for enrollment and execution history?
A: Yes, you can select custom start and end dates for a tailored view, with a maximum date range of 30 days.
Q: How do I view a contact's detailed history?
A: Click the "View Contact History" icon to access detailed action execution logs for any contact, with improved navigation breadcrumbs linking back to the logs.
Q: How can I access detailed execution logs for specific enrollments?
A: Click the "View Execution History" icon to access detailed logs for actions taken during a specific enrollment, with enhanced navigation through clickable breadcrumbs.