New: Workflow Automation History 📝

Manuel Oliveira
Manuel Oliveira Admin Posts: 704
100 Comments Second Anniversary 25 Likes 5 Answers
COMMUNITY MANAGER
edited July 2022 in What's New #1
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What?
Users can understand the status of a given automation execution and troubleshoot it when the outcome is not as expected:

  • The historical execution data is kept for 15 days for all workflows.
  • For workflows with delay steps on top of those 15 days, the executions are kept for the total delay period configured in the workflow, so that you can track those during the whole execution’s timeline.
  • You can only see executions from workflows created by you. It is not possible to see executions from workflows created by others.

 

For Whom?
All companies and users with access to workflow automation
 

When?
Gradually rolling out throughout this month

 

Check out the Knowledge Base article here to learn more.

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Comments

  • Mark Robert Halper
    edited June 2022 #2

    Will it be possible to see which automation triggered a specific change in the changelog?

  • Guillaume Cuchet_80358
    edited July 2022 #3

    Hi, thank you for this feature.

    We unfortunately can't see which contact/organisation/activity/deal is linked to the automation.

    It is very important to have this information in order to understand why an automation fails and how to solve the problem.

    Thx.

  • Daniel Flavel
    Daniel Flavel Posts: 1
    edited July 2022 #4

    Hi, thank you for this feature.

    We unfortunately can't see which contact/organisation/activity/deal is linked to the automation.

    It is very important to have this information in order to understand why an automation fails and how to solve the problem.

    Thx.

    We would also find this feature very beneficial to quickly track down automations that have affected a specific deal.

    Thank you