Job Process History Tab

The Job Process History tab displays a log of Automation Processes that have been run for the job, indicating their status as "Success", "Error", "Progress" or "Stopped".

When an individual process is clicked in the history, the Job Process History Checklist is displayed, showing a summary of each step in the process, as well as the current status.

Job Process History Layout

Process History List Process History Checklist

The Job Process History tab is displayed in a List view, with columns including the status and name of the Automation Process, when it was started, and the number of steps in the process.

The Process History Checklist is accessed by clicking on a process in the Process History. A summary of each step of the selected process is displayed, including the status of each step.

Note: Where a Comment is added to a Create Task, Create Job, Update Job, Create File Note, Copy Document, or Create Phone step, the comment icon will display.

Job Process History Functions

Process History List Process History Checklist

Toolbar

The following functions are displayed when one or more Automation Processes are selected in the list.

Function	Details
Select All	Used to bulk select processes in the list, and will display additional toolbar options depending on the status of the process.
Show all Executions with Warnings	Filters the list to display only processes where at least one step contains a warning.
Stop	Stops an automation process that's currently in progress, for example if there is a Blocking Task or a Delay step. Refer to Stopping a Process that is In Progress.
Run Again	Re-runs the automation process from the beginning. If any changes have been made, the process will be run using the updated configuration.
Retry	Resumes running a process from where it was stopped.
Activity Link	Used to copy a link to the Process History entry, for example, to send for support purposes.
Cancel	Deselects the process selected in the list.
Open in new tab	Only displayed when right-clicking on the Job Name, and allows the user to open the job in a new tab.

Right-click on a process to display the toolbar functions as a pop-up menu.

Column Functions

The Process History tab is displayed as a List, similar to the Jobs Lists.

Function	Details
List icon	Hover over the column heading and click the List icon. The following options will become available: Pin Column: One or more columns can be pinned to the left or right, similar to Excel's "Freeze Panes". Pinned columns are indicated by a vertical line in the list. Autosize This Column: Adjust the selected column width to fit the contents. Autosize All Columns: Resize all columns currently displayed to fit the contents. Note: Autosizing and pinned columns will reset to default settings upon leaving the list or changing views, unless the view is saved with the changes made.
Filter icon	The Filter icon is displayed as a funnel with three horizontal lines. 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, click the Filter icon in the Started column to select the required date.  Click Reset to return to the default settings. When a column has been filtered, the Filter icon will be displayed in green. Note: If the icon is not displayed, that column cannot be filtered.
Column Order	Drag and drop the column heading to change the order in which columns are displayed within that list.
Column Width	Drag the edge of the column heading to increase or decrease the width of the column. Tip: Double-click the edge of the column to automatically resize the width to fit all contents.
Adding Columns	Click the Columns tab on the left-hand side. Columns that are saved in the current view are displayed in alphabetical order. Search and tick additional columns in the list to add the Column to the view.  Tip: You can search for columns at the top of the Columns tab.
Removing Columns	To remove a column from the list: Click the Columns tab on the left-hand side. Untick columns to remove them from the view, or Drag the column anywhere off the list area. The column will be removed and will display as unticked in the Columns tab.

Toolbar

Click on a process in the list to display the Process History Checklist. The following functions are available in the top right-hand corner.

Function	Details
Back	Returns the user to the Process History, to view all previously run automations for the job.
Stop execution button	Clicking the Stop execution button will stop the process at the current step. The status of the process will be updated to show as "Stopped", and can be re-run or retried from the Process History tab. The name of the user that stopped the process, and when the process was stopped, will be displayed in the top left-hand corner above the Process History Checklist. The Stop button is only displayed when a Process is in progress, for example if there's a blocking task or delay.
Hide Completed Items	The Checkbox icon allows users to hide or show completed steps in the Automation History, useful for when viewing a process currently in progress.
Automatic Refresh and Refresh Rate	The Process History Checklist automatically refreshes by default every 5 seconds, and will display a countdown until the next refresh. Click the down arrow to select a new Refresh Rate for the automatic refresh. Any changes to the time interval are only applicable to the current Process History Checklist, and will reset when navigating away from the page. If the Refresh Rate is set to "Off", a Refresh button will be displayed to allow the user to manually refresh the Process History Checklist. If any Tasks are completed from the Checklist, including Blocking Tasks, the Process History will be automatically refreshed, and the process will automatically continue.

Process History Steps

The steps will be displayed in the same order as the Automation Process, providing a chronological timeline of the steps as the process was run.

Function	Details
Stop details	If the process was stopped, the name of the user that stopped the process, and the time the process was stopped, will be displayed in the top left-hand corner above the Process History Checklist.
Step status	The background of the steps are colour-coded to display their current status: Green = Success Grey = In Progress Yellow = Issue with the email sender Red = Error White = Stopped
Drawer	Clicking on an item opens the FYI Drawer to give you access to any items the process created, for example, documents or tasks. The drawer will not be available to all steps, for example if a Job Field was updated, or a Delay step was used.
Blocking Task Icon	The Tram icon indicates the Task is a blocking Task, preventing the Automation Process from continuing. Once the blocking task has been marked as "Completed", the checklist will refresh to show the updated status, and the remaining steps will be processed. Note: If the Status of the blocking Task is set to "Rejected" the Process will stop.
Task Status	The icon will be changed depending on the status of the task. Solid circle - Task has been completed Outlined circle - Task is still outstanding The task can be marked as completed by clicking the icon or from the FYI Drawer.

Using Job Process History

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.

Skip & Continue

Where an Automation Process has encountered an error, the Job -  Process History Checklist will display a red row. 

To view details of the warning and whether the Skip & Continue function is available, users must navigate to Automation - Process History. 

Click on the relevant row in the list to display the Process Activity drawer. The error details will be displayed, and where available, the Skip & Continue function.

Note: The Skip & Continue function will not be displayed in the Job - Process History tab.

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. Click Skip & Continue.
   

2. 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.

   

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

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.

Detailed information on the warnings can be found by navigating to Automation - Process History, and clicking on a process within the list to display the Process Activity drawer.