Quick Workflow history can be viewed in User Reports on the Workflow Event History table. This table can be used to troubleshoot Quick Workflow events.
Configuring the Quick Workflow Event History User Report
You can create the user report type and user report accordingly:
Sample User Report Type
Set the Base table as Quick Workflow Event History:
Sample User Report
Add the following fields shown in the image below
The following fields can be used for the said report:
Id: The Id of the Quick Workflow History record. (Note - Not the Quick Workflow ID.)
Workflow Ers Event Definition Id: Id of the Quick Workflow
Vendor Integration Subscription Id: Workflow ID for a vendor integration event
Quick Workflows can be built from Data Types Assignment, Company, or Authorization. The ID that triggered Quick Workflow will be recorded in on the following columns:
Company Id: Id of the Company that triggered Quick Workflow
Assignment Id: Id of the Assignment that triggered Quick Workflow
Authorization Id: Id of the Authorization that triggered Quick Workflow
Quick Workflows can be configured to Take Action based off of a Target Field. The following fields log information on the Target Field that triggered Quick Workflow. In this example, Quick Workflow would log information on the Assignment Coordinator.
Triggered Table Name: Name of the table for the Target Field
Triggered Record Id: Id of the Target Field record that triggered Quick Workflow
Triggered Record Last Update By: The User who changed the Target Field that triggered Quick Workflow
Triggered Record Last Update Date: The date the User changed the Target Field that triggered Quick Workflow
Trigger Type: Logs whether the Quick Workflow was triggered by a Target Field Value Changes or When Target Date Passes
Data Change Create Date: The date and time of when a Quick Workflow was changed or when a Vendor Integration record was changed
Processing Start Date: The date and time of when the Quick Workflow record started
Complete Date: The data and time of when the Quick Workflow record completed
Advance Automation Batch Id: The batch Id for Advance Automation
Create Date: When the Workflow Event History record was created
Last Update By: Records whether the Quick Workflow was triggered by Quick Workflow or Vendor Integration
Last Update Date: When the Workflow Event History record was last updated
Turning on Quick Workflow Logging
Quick Workflow logging can be turned on by a power user on the System Preference page. This System Preference: Quick Workflow / Event Response System Metrics with the Code Filter: EQLOGERSON needs to be set to Yes. Please speak to your Equus Representative to turn on the preference.
Things to note
Quick Workflow logging is defaulted to be turned off as it may impact site performance. We recommend turning it on when troubleshooting is needed.
By default, the report will return no logs. Once turned on, logs are available through user reports whether its on or off