Viewing the Workflow History

You can view the business process progression of a record in the workflow history of the record. The following details are available in the workflow history of every record:

1. Action taken at every workflow stage
2. Date the workflow action was performed
3. Notes entered when the workflow action was performed
4. User name of the users who performed a workflow action
5. Documents attached during workflow transitions

Prerequisite

1. A workflow is associated with the record.

Steps

1. From the list page of a form, select a record.
2. In the Workflow group, click History.
   The WorkFlow History dialog box is displayed with the associated details.
   The History section displays the progression of the workflow through the various stages.
   The Attachments section displays the list of documents attached when users performed workflow actions on the selected record.
3. To open an attachment, in the Attachments section, in the Document Name column, click the required file name.
   The document is opened in the application viewer.
   For information on document management, refer Document Management.
4. To view the workflow history in a printable format, click Show History in PDF.

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