Manage Tracking Information
The Workflow Manager module allows you to track workflow activity.
Note: You can adjust length of time that tracking data is retained in Institution Settings.
Use Workflow Manager to:
Trigger tracking levels can be set for custom, database, product and schedule triggers.
To set the tracking level for a workflow:
-
Select the relevant workflow from the Workflow Triggers panel.
-
Select one of the following from the Tracking Level drop-down list:
- None – no tracking is applied
- RootDetails – only tracks root details (for example: the overall workflow level)
- ActivityDetails – tracks details at activity level only
- AllButUserActivityDetails – does not provide the user's tracking messages
- UserActivityDetails – only provides the user's tracking messages
- AllButActivityDetails – does not provide activity tracking
- All – the default level with all messages displayed
-
ExceptionOnly – only provides feedback where issues occur
- Click Save.
The buttons in the Tracking group on the Workflow Commands ribbon enable you to alter the activity displayed for the relevant workflow.
The top tracking button changes the workflow tracking status filter.
Select from the following:
- Show All – displays all tracking records
- Running – displays records for workflows that are currently executing
- Completed – displays records for workflows that have successfully completed
- Terminated – displays records for workflows that have failed in execution
- Closed Terminated – preserves error data, but does not affect the error flagging
- Created - displays created workflows
- Suspended - displays suspended workflows
- Cancelling - displays workflows that are currently cancelling
- Cancelled - displays cancelled workflows
The middle tracking button changes the workflow tracking date filter.
Select from the following:
- Calendar - displays tracking information for a specific day
- Show All - displays all available tracking information
- Today - displays tracking information for the current date
- Week - displays tracking information for the week
- Two Weeks - displays tracking information for the past two weeks
- Three Weeks - displays tracking information for the past three weeks
- Month - displays tracking information for the past month
- Two Months - displays tracking information for the past two months
- Six Months - displays tracking information for the past six months
- Year - displays tracking information for the past year
The bottom tracking button refreshes the current workflow tracking data.
Select from the following:
- Refresh - reloads the display
- Close Terminated – changes the status of a Terminated workflow to Closed Terminated
- Cancel – stops the execution of a currently running workflow
- Rerun – resubmits the selected workflow with the parameters against the selected workflow
- Resume – restarts a suspended workflow
You can view the tracking activity for processed workflows.
To view tracking activity for a workflow, select the relevant workflow in the Workflow Triggers panel.
The Tracking tab displays all processed workflows where the tracking level is set to record activity.
The Activity Tracking tab displays one of the following statuses of each individual activity within the workflow:
- QualifiedName - the display name for the activity
- ActivityExecutionStatus - the status of the workflow activity
- Created - the time and date that the workflow activity was triggered
- ExecutionTime - the duration of the activity
The User Tracking tab displays output from TrackingMessageActivity:
- QualifiedName - the display name for the activity
- UserDataKey - a definition on the activity event
- UserData - processing information
-
Created - the time and date that the workflow activity was triggered
The Parameters tab displays values passed into the workflow by the trigger.