Workflow Summary Log

This screen lets you view the workflow summary log, including users who started the workflow and date when the workflow was started.

Every time a workflow is started, an entry is made in the workflow summary log table. The latest step and latest workflow status are updated when the workflow progresses through the various steps.

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.

Tip: 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

Tip:

You can double click on columns in the Summary Log to open the Details Log screen.

Use the Values button on the Details Log to view values configured in the workflow for each step.

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

  • Sort Oldest Record First
  • Sort Newest Record First

 

The Summary Log shows the Step that the workflow is on and the last status update.

Clicking Details will show the detailed steps associated with the selected workflow entry.

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

Note: 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 Summary 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.

Use the Detail Log button to view details of previous actions on the workflow record selected on the console.

Tip:

You can double click on columns in the Summary Log to open the Details Log screen.

Use the Values button on the Details Log to view values configured in the workflow for each step.