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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
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.
Job Process History Functions
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. |
| 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. |
| 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:
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:
|
Toolbar
After clicking on a process in the Process History list, 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:
|
| 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.
The task can be marked as completed by clicking the icon or from the FYI Drawer. |