Skip to main content

Execution History

Required Permission
Workflow - You must have the Workflow permission to access this setting.

Monitor and troubleshoot your workflows by reviewing their execution history. See which records enrolled, what actions were taken, and identify any issues.

Accessing Execution History​

From a Specific Workflow​

  1. Open the workflow in the editor
  2. Click Executions in the top bar
  3. See executions for this workflow only

From the Workflow List​

  1. Navigate to Settings > My Company > Workflow
  2. Find the workflow in the list
  3. Click the action menu (...)
  4. Select View Executions

All Executions​

  1. Navigate to Settings > My Company > Workflow
  2. Click Executions tab (if available)
  3. See executions across all workflows

Understanding Executions​

Each time a record enters a workflow, an "execution" is created.

Execution Information​

FieldDescription
RecordThe record that triggered the workflow
StatusCurrent execution status
Enrolled DateWhen the record entered the workflow
Completed DateWhen the workflow finished (if complete)
WorkflowWhich workflow this execution belongs to

Execution Statuses​

StatusMeaningIcon
PendingWaiting to startGray clock
RunningCurrently executingBlue spinner
CompletedFinished successfullyGreen check
FailedEncountered an errorRed X
PausedWaiting (delay or paused workflow)Yellow pause

Status Meanings​

Pending:

  • Execution is queued
  • Hasn't started processing yet
  • Usually brief state

Running:

  • Actively processing steps
  • Moving through nodes
  • Actions being executed

Completed:

  • All steps finished successfully
  • Reached end node
  • No errors encountered

Failed:

  • An error occurred
  • Check error message for details
  • May need manual intervention

Paused:

  • Waiting at a delay node
  • Or workflow itself is paused
  • Will continue when delay expires or workflow resumes

Execution Timeline​

View the step-by-step breakdown of an execution.

Opening the Timeline​

  1. Find the execution in the list
  2. Click to expand or select it
  3. View the timeline of steps

Timeline Information​

The timeline shows each node the execution passed through:

ColumnDescription
StepNode name/type
StatusStep status
TimeWhen step executed
DurationHow long step took
DetailsOutput or error info

Step Statuses​

StatusMeaning
CompletedStep executed successfully
FailedStep encountered an error
ScheduledStep is waiting (delay)
PendingStep hasn't started yet
SkippedStep was bypassed (condition branch not taken)

Step Types in Timeline​

Trigger Step​

Shows when and why the workflow triggered:

  • Trigger type (record created, field changed, etc.)
  • Enrollment criteria evaluation
  • Record that triggered

Action Steps​

Shows action execution details:

  • Action type
  • What was updated/created/sent
  • Success or failure status
  • Error message if failed

Condition Steps​

Shows branching decisions:

  • Conditions evaluated
  • Result (true/false)
  • Which branch was taken
  • Skipped branch shown as "Skipped"

Delay Steps​

Shows timing information:

  • Delay type and duration
  • Scheduled resume time
  • Current status (waiting or completed)

End Step​

Shows workflow completion:

  • When workflow ended
  • Final status
  • Total execution time

Scheduled Steps​

Delays create scheduled steps that show when execution will resume.

Viewing Scheduled Steps​

Scheduled steps display:

  • The delay node information
  • Scheduled Date - When it will resume
  • Time Remaining - Countdown to resume

Pending vs Scheduled​

  • Scheduled: Has a specific resume time (delay)
  • Pending: Waiting but no scheduled time

Filtering Executions​

Filter Options​

FilterOptions
StatusAll, Running, Completed, Failed, Paused
Date RangeStart date, End date
WorkflowSpecific workflow (if viewing all)

Using Filters​

  1. Click the filter controls
  2. Select your filter criteria
  3. List updates to show matching executions

Common Filter Scenarios​

  • Failed executions: Find problems to fix
  • Today's executions: See recent activity
  • Specific workflow: Focus on one process

Execution Details​

Click on an execution to see full details.

Detail View Shows​

  • Record information with link
  • Complete step timeline
  • Error messages if any
  • Execution metadata

Viewing the Record​

Click the record link to open the actual record that triggered the workflow.

Error Handling​

Finding Failed Executions​

  1. Filter by Status = "Failed"
  2. Review the list of failed executions
  3. Click each to see error details

Understanding Error Messages​

Errors appear on the failed step with details:

  • What went wrong
  • Error code or message
  • Suggestions for fixing

Common Errors​

ErrorCauseSolution
Email template not foundTemplate deleted/archivedUpdate action with valid template
Field not foundField deleted from systemUpdate action with valid field
Webhook failedExternal URL not respondingCheck URL and external system
Invalid field valueValue doesn't match field typeVerify value configuration
SMS delivery failedInvalid phone number or Twilio issueCheck number format and Twilio status

Retrying Failed Executions​

Some failed executions can be retried.

How to Retry​

  1. Open the failed execution
  2. Click Retry button (if available)
  3. Execution attempts the failed step again

Retry Behavior​

  • Resumes from the failed step
  • Previous successful steps are not repeated
  • New attempt logged in history

When Retry Works​

  • Temporary external service failure
  • Fixed configuration issue
  • Transient network problem

When Retry Won't Help​

  • Deleted template/field
  • Invalid configuration
  • Permanent external issue

Cancelling Executions​

Stop pending or paused executions.

How to Cancel​

  1. Find the execution in Running or Paused status
  2. Click the action menu
  3. Select Cancel
  4. Confirm cancellation

Cancel Behavior​

  • Execution stops immediately
  • Scheduled steps are cancelled
  • Status changes to cancelled
  • Record is not re-enrolled automatically

When to Cancel​

  • Wrong record enrolled
  • Workflow needs changes
  • Testing cleanup
  • Business process changed

Performance Metrics​

Step Timing​

Each step shows execution time in milliseconds:

  • Quick steps: < 100ms
  • Normal steps: 100-1000ms
  • Slow steps: > 1000ms

Overall Duration​

Total execution time from trigger to completion (excluding delays).

Best Practices​

Regular Monitoring​

  • Check failed executions daily
  • Review completed executions for issues
  • Monitor execution volume

Error Investigation​

  1. Identify the failed step
  2. Read the error message
  3. Check the record's field values
  4. Review action configuration
  5. Fix and retry if possible

Cleanup​

  • Archive old executions periodically (if option available)
  • Cancel stuck executions
  • Remove obsolete workflows

Documentation​

When investigating issues:

  • Note the execution ID
  • Record the error message
  • Document the fix applied

Troubleshooting​

No Executions Appearing​

  1. Verify workflow is active
  2. Check trigger configuration
  3. Review enrollment criteria
  4. Confirm records match trigger

Execution Stuck on Pending​

  1. Check system status
  2. Verify workflow isn't paused
  3. Look for processing delays
  4. Contact support if persistent

Same Record Enrolling Multiple Times​

  1. Check re-enrollment setting
  2. Review trigger type (Record Updated fires often)
  3. Add enrollment criteria to filter

Actions Not Completing​

  1. Check step status in timeline
  2. Review error messages
  3. Verify external services (email, SMS, webhook)
  4. Test with a manual trigger

Execution History Retention​

Execution history is retained according to your account settings:

  • Completed executions may be archived after a period
  • Failed executions are often retained longer
  • Check with your administrator for retention policies

Next Steps​