Read the workflow history and run a rule again
Each time a workflow rule meets its trigger, Kluvan keeps a run: the record, each condition with the value it saw, each action and its result. When something fails, the history says why, and you can run it again once the cause is fixed.
Before you start
- You need See workflows and their history to read runs. Run again shows for people allowed to change the rules.
Steps
- Open Workflows → Workflow history, or select History next to a rule in Settings → Workflows.
- To narrow the list, pick a Rule and a State, then select Show.
- Read each run: When (with the trigger and the rule's version), Rule, Record, State, Conditions (value seen) and Actions.
- Select the record's name to open it, or an approval's state to open that request in Approvals.
- For a Failed run, read the error next to the state and fix its cause, for example give the rule's owner back a right, or switch the target app on.
- Select Run again.
[SHOT workflows-history 1440x900]Screenshot to come: Workflows → Workflow history filtered on Quote follow-up: runs with states Done, Waiting until a date, Skipped (conditions) and Failed, the conditions column showing status = sent: sent ✓, the actions column with Create a task ✓, and Run again on the failed run
The states
| State | Meaning |
|---|---|
| Done | Every action ran. |
| Waiting | The rule waits for its day (shown as "until …"); it judges the conditions again then. |
| Skipped (conditions) | A condition did not hold; the values seen are shown. |
| Failed | An action failed; the rule's owner gets an item on Today. |
| Suspended | The rule's owner lost a right it needs; the rule stopped. |
Good to know
- Never twice. Each rule runs once per event, even with two servers or after a restart. Run again repeats only what did not happen: a task, an approval, a notice or a message is never created twice.
- Values seen. Conditions are judged on the record as it is when the rule runs, and judged again when a waiting run's day comes.
- Told about failures. A failed run tells the rule's owner (an item on Today and a notice), and Failures on Settings → Workflows links to the failed runs.
- Testing a rule (Test on the last 10 events) does not add runs here.
- For runs of Automations, see review automation runs.
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