New: Workflow Automation History 📝

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Manuel Oliveira
Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
First Answer First Anniversary 5 Likes First Comment
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
    Mark Robert Halper Member Posts: 3
    edited June 2022 #2
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    Will it be possible to see which automation triggered a specific change in the changelog?

  • Guillaume Cuchet_80358
    Guillaume Cuchet_80358 Member Posts: 2
    Photogenic
    edited July 2022 #3
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    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 Member Posts: 1
    edited July 2022 #4
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    Guillaume Cuchet said:

    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

  • CT
    CT Member Posts: 2
    First Comment
    #5
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    +1 for this feature.

    Having the history of which automations have happened and which are in progress is extremely useful, but unfortunately a little useless when we can't see which deal/contact etc the automation is running on.

    Thanks!

  • Nuno Oliveira
    Nuno Oliveira Posts: 96 PIPEDRIVE TEAM
    5 Likes First Anniversary Name Dropper Combo Breaker
    #6
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    Hey everyone! Thanks for you feedback!

    The ability to identify which deal/contact etc has been automated in order to make the troubleshooting faster is something that is indeed in our plans. We will keep you posted on updates here in the community.

  • Reba_52330
    Reba_52330 Member Posts: 1
    First Comment First Anniversary Photogenic
    #7
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    Is there an ETA for this feature to be rolled out?

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