Dear All,

We have some interesting updates in the workflow reports!

Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow reports. These reports display insights on the number of records that underwent the automatic action, gives statistics for each action like number of emails that bounced or number of records that failed a field update, successful execution of functions etc. This helps to understand the efficiency of a rule and rectify issues that may hinder an action from taking place.

To see the list of failed actions and retry the automation for those failures, significantly reduces the manual work, and we are delighted to offer the options.

Let's see them in detail.

Earlier, the workflow report would show whether a particular action was successfully executed or not. Now, we are providing further insights on failed actions. The failed insights page lists the actions that failed to execute. And by clicking on the count, you can view emails that bounced, webhooks, etc., that failed.

For example, if there are 3 bounced email notifications for a particular workflow rule, by clicking on the failed count, a list view will display the actions which failed, with reasons for its failure and its associated records, so that admins can rectify the cause of the failure in the record and retry them.

These failed actions of records are listed to retry for only 7 days since the failure.

Workflow actions can sometimes fail due to input errors or technical glitch. To know more details about the failed actions and act upon them, further insights are provided.

P.S.:  The Failure insights are displayed for all failed actions. However, the retry action is only supported for email notifications, webhooks, and custom functions. 

Once the failed actions are known and the cause for the failure is rectified, you can retry the action. Retry can be performed for individual actions or for multiple failed actions.

While retrying, we provide the following options:

CRM admins or users with Manage Automations permission can retry failures. For those users, who do not have the access to a module, will not be able to see the records, but can view failure insights like failure reason, failure time, and retry count.

Earlier, If any of the configured workflow rules is opened, the configuration appears first and to view the usage report, the user has to click the view usage option from the bottom right. Also, the options like Clone, Deactivate, and Delete were all options under the ellipses.

Now, in this update, we have changed the flow such a way that when a user clicks on a configured rule, the workflow reports (The Workflow usage reports is renamed as workflow reports) appears first with the insights and statistics. This enables the users to evaluate the rules' performance first, check on the failed metrics and then view/ edit the rules by clicking on the View Configuration button. In the rule configuration page, options like Clone and Delete remain to be under the ellipses on the right side of the page, while the deactivate option is designated a button outside the ellipses.

That's all about the workflow update. For more details kindly refer to the help doc.

Thank you and have a good one!