Audit a Workflow

On the Workflows page, an Audit Workflow feature is available for all workflows. Audit allows for viewing and tracking any changes made to a workflow and displays the history of any changes made based on the following:

  • Workflow creation
  • Workflow updates

Accessing Audit Workflow

Access Audit Workflow by doing the following:

  1. Locate the workflow to audit on the Workflows page.
  1. Click the Audit Workflow task icon located on the same row of the workflow.

Using the Audit Feature

For more information about understanding and using the audit user interface, see Using the Audit Interface.

Filtering Search by Audit Types

Before performing the audit search, select the type of audit to filter the results by. The Audit Workflow feature has the following audit type filters available:

  • All – Displays results for all audit change types.
  • User/Changed by – Displays only audit results for workflow changes made by a user.
  • Group – Displays only audit results based on group changes.
  • Schedule – Displays only audit results based on schedule changes.
  • Phone – Displays only audit results based on phone changes.
  • Attributes – Displays only audit results based on attributes changes.
  • Collection – Displays only audit results based on collection changes.

Audit Results

The following are changes frequently displayed in Audit Workflow results:

  • <User First Name> <User Last Name> created the Workflow <Workflow Name>.
  • <User First Name> <User Last Name> updated the Workflow <Workflow Name>.

See Also