Process History and Activity

When an Automation Process is opened for editing, this also displays the History and Activity tabs.

History tab

The History tab displays the history of each time that specific Process has run.

By default, the Process History tab will be filtered to show only processes with a Started date within the past 7 days. 

To increase the date range, hover over the Started column heading and click the Filter icon.

Use the fields to update the date range relative to the current date or click Clear to remove the filter.

The History tab for an individual process is used in the same way as the History tab from the main Automation Dashboard, which shows the history of all processes. For example, any errors are displayed, you can click an entry to display the drawer and if a Process is in Progress you can complete a Task from the drawer. Refer to Automation History.

Using Process History

Status

The Status column indicates whether the process was completed successfully or not.

Status	Details
Stopped	Displayed in grey with a square icon. The process has been stopped while running, and can be retried or run again.
Progress	Displays in grey with a minus icon in a circle. The process is currently in progress, and may have a Blocking Task preventing it from continuing.
Success	Displays in green with a tick icon. Each step in the automation process was run until the process was completed.
Error	Displayed in red, with a cross icon. There is an issue that requires attention, and is preventing the process from completing
Warning Exclamation Mark	Displayed as a yellow exclamation mark alongside the Status, and indicates that at least one step of the process contains a warning.

View Process Warnings

Where a process contains a step with a warning, an exclamation mark will be displayed next to the Process Status in the list.

Click the Show all Executions with Warnings exclamation mark in the toolbar to filter by all processes that contain a warning.

Click on a process in the list to view detailed information on the warnings.

Skip & Continue

When clicking on a process to view warnings for individual steps, the Skip & Continue option may be displayed in the Drawer to allow users to skip the step and continue running the automation process. 

The actions available to the user will depend on whether there are any steps still to be run that depend on the step with the error to be completed.  Users may need to manually create or select additional information before the process can continue.

To use Skip & Continue:

1. In Automation - Processes, display the History tab.
    
2. Select a process to view the Process Activity drawer.
    
3. Click Skip & Continue.
   

4. One of the following options will be displayed:
   
   - Select Continue to Next Step.
   - Select an option from a drop-down before clicking Save & Continue to Next Step. 

   Continue to Next Step

   This option is available when none of the remaining steps in the process depend on this step, and can continue successfully. 
   
   Please note this means that the step will be skipped entirely. Any actions that were meant to be processed will not be performed, and users will need to manually perform this action. 

   For example, if a Create Email step is skipped, users will need to manually create the relevant email.

   

   Select more information

   This option appears when a following step in the process depends on this step being completed. The user must provide additional information so the remaining steps can run successfully.

   In the example below, the Create Disbursement step uses the Merge Field {{ Step1JobName }} to insert the name of the job in the Disbursement Name. As the job cannot be found, the user is prompted to select a job from the drop-down. 

   

   If the step is a Create step (for example, creating an email, document, or task), the user may need to manually create the relevant item before continuing. Ensure the item is created as specified in the Details tab, then select the new item from the drop-down.

   In the example below, an email was not created as the client did not have an email address. The user must manually create the email as outlined in the Create Email step, including selecting the same template and attaching any relevant files.

   

5. Click Save & Continue to Next Step. 
    
6. The step will be marked as completed, and the process will resume from the next step.
   

Stopping a Process that is in Progress

From the Process History tab, if needed, you can stop a process that is in Progress. This can be used, for example, if the Process is in Progress due to a blocking Task or a Delay and needs to be stopped, or if you have made a mistake with what the filter has included or in a Template used in the Process.

If the Process is running for multiple Clients, Documents, Jobs or Tasks these are displayed individually so there may be more than one Process that you need to Stop.

1. In Automation - Processes, open the relevant Process.
2. Display the History tab.
3. Select the process in the History tab.
4. Click Stop. The Status of the process displays as "Stopped".  
   

When a process is "Stopped", you can still display the information for any of the steps and use the links to see any documents or Tasks that were created.

When an entry is selected in the History, the Activity Link button is enabled, used to add a hyperlink to to that specific automation process history event to the clipboard. Several options will also be displayed, depending on the history of the process.

• Retry will run the stopped process from where it was stopped, or where an error occurred.
• Run again will re-run the whole process from the beginning. If any changes have been made, the process will be run using the updated configuration. Where the process was run, for example for a specific client, this will rerun it for that client.
• Activity Link can be used to copy a link to the History entry, for example, to send for support purposes.

Viewing Execute Process Details

If a process contains an Execute Process step, details of the executions can be viewed from the Process History tab, including the ability to navigate between related initiating processes and the executing process steps.

View Process History	Details
Initiating Process	From the Process History tab of the initiating process, select the Execute Process step.  If the step completed successfully and started the executing process, a link is displayed in the step details.  Click the link to open the process related to the Execute Process step.  Important Note: If the Execute Process step completed with a Warning, Error or the Skip & Continue function was used, the executed process link will not be displayed.
Executed Process	From the Process History of an automation that was started by another process, the details include a Started by link. Click the link to open the initiating process in a new tab.

Activity tab

The Activity tab displays audit information about when the Process was created, all changes that were made to that Process and the user who made the changes.