Workflow Detail Log

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

Note: This screen is available on the Sage 300 Desktop Screens and the Web Screens (if you have a subscription license).

To open the screen on the Sage 300 desktop:

Go to Extender Inquiries > Workflow Detail Log.

To open the screen on the Sage 300 web screen:

Go to Extender > Workflow > Workflow Detail Log.

Security Group requirements

Users Need View Workflow logs security group in Administrative Services.

What is included in the detail log

Every time a step is run, an entry is made in the workflow log table, providing a detail audit log of the approvals and alerts.

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

  • The workflow 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.

  • Clicking the Values button shows the values associated with this log entry. The EvaluateCondition and the SetValue workflow actions in the template create and update values at every step in the workflow.

Filtering and sorting records

On the desktop screens

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

Example: 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 CTRL-F and Clear Filter to reset all filters to the default.

File Menu to change Sort order.

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

  • Sort Oldest Record First
  • Sort Newest Record First

On the Web Screens

Filtering

Select a value on a column you need to filter on. The list of filtering options appears.

Select =, <>, > >=, < or <= to filter.

This lets you filter by comparing the current status (New Status field) to 'Approved Level 1'

Clearing filters

You can view the existing filter on the bottom right of the screen.

To view all default workflow log entries, there are two options: 

  • Right click on any column and select Clear.

  • Click on the Filter button at the bottom right and choose Clear.

Workflow Log buttons

Refresh

Use the Refresh button to refresh the details on the screen.

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

Drill Down

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

Use the Values button to view configured details about 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 comparison values set in the workflow conditions and other information useful for audit purposes.

Viewing the Workflow Templates

Tip: On the desktop screen only, you can double-click on the Template name to open the workflow template screen if you have security rights to Edit Workflow setup. For details, Workflow Templates - Screen Guide