Review Workflow History

Goal: Review previous status changes to understand how a record moved through its workflow.

Before you start

Open a record that includes workflow history or workflow logs.

What workflow history shows

Workflow history helps you understand what changed, when it changed, and who made the change.

Depending on the record, history may show the previous status, the new status, the date, the user, and notes entered during the change.

[PLACEHOLDER: screenshot - workflow history section showing status changes]

When to use workflow history

Use workflow history when you need to answer questions such as:

Who moved this record to the current status?
When was the record approved, closed, or sent back?
Why is the record now read-only?
Was a note added during a status change?

Result

You can use workflow history to understand the record’s path through its process.

Move Through Workflows Read-Only Records