Workflow Detail Log

This screen lets you view the workflow detail log, including all steps each workflow instance has followed.

Every time a step is run, an entry is made in the workflow log table.

Use CTRL F to filter by any columns on the screen.

If you want to find all "AR Credit Limit" workflow steps, select the Template ID Column, CTRL F, and select the Template you want to filter by. You can then add other filter criteria by selecting a new column and selecting CTRL F again.

Use the File Menu to change the Sort order, based on the workflow Start Date/Time.

  • Sort Oldest Record First
  • Sort Newest Record First

Clicking Values will show the values associated with this log entry.

If the Last Step is blank, it generally means the workflow is completed as there are no more steps to follow.

The workflow status is updated when the SetStatus action is included in a workflow step as per the workflow template configuration. It is recommended practice to ensure each step in the workflow includes a "SetStatus" action to make the log easier to read at a glance.

The Description in the workflow log is set using the SetDescription action in the Workflow Template configuration.

Need View Workflow logs security group

Workflow Log buttons

Use this button to refresh the details on the screen.

For example, if new workflow have been started, progressed or completed since you opened the screen.

When configured in the workflow template, each workflow instance allows drilling down to a Sage 300 screen– for example, you could drill down to the customer, or to the order.

A workflow instance has a list of values associated with it – for example, a customer number or an order number. Drill down works on this list of values. Refer to details in Drilldown in workflow

Example:

If the workflow has a value called IDCUST then drill down to the AR Customer screen will be enabled for the workflow.

Values are variables that can be defined in the Workflow templates and used in the Workflow actions. Such values are included in the workflow history Log file.

Typically, values are used to store the original value, the new value, the cut off limit.