The article provides instructions for navigating to Workflow History and the information that is documented there.
Available to all user roles that can view submissions, Workflow History documents every Workflow Handoff, every user who touched it, why it was rejected, and how long it took to complete.
Workflow History
All forms with Workflow enabled store Workflow History on the Submission Detail page.
Submission Detail page
To navigate to the Submission Detail page, follow the applicable instructions:
Available to both Core and Project View accounts.
- In the left navigation, click Submissions.
- Click the hyperlink of the form Name to see the individual submissions for that form or click the Folder name to see all forms within it.
- Search for the desired submission if necessary.
- Click the hyperlink of the date and time for a specific submission under Submission Date to view its Submission Details.
Available to Core accounts.
- In the left navigation, click Work Hub.
- At the top of the page, click Submitted.
- Search for the desired submission if necessary.
- Under Form, click the hyperlink to access that submission's details.
Available to Project View accounts.
- In the left navigation, click Projects.
- At the top of the page, click Submitted.
- Search for the desired submission if necessary.
- Under Submission Name/ID, click the hyperlink to access that submission's details.
Between View PDFs and Revisions, click the Clock to access the Workflow History page.
Workflow History page
Each row of the table is a different point in the Workflow. Each column has its own purpose:
- Workflow State
Describes the step of the Workflow in that row. The steps are listed in reverse order (the first step is the last row).
- Submitter
User that submitted the Handoff.
- Submitted At
Time the user submitted the Handoff.
- Receiver
The user that received the Handoff.
- Received At
Time the user received the Handoff.
- Rejection Note
An optional note sent with a rejected Handoff.
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