Records and Workflow

workflow conditions, repeats, and actions are executed in real time as you interact with records activity on individual records catalyze workflow, for example you open a new record form a new record is saved for the first time an existing record is opened you modify an existing record in addition, workflow is also carried out when a new record is created by an integration task a new record is created by a remote client tool or script an existing record is modified by either of the previous two actions workflow actions are applied with the following considerations actions are executed in a one pass system on each digest so as not to cause circular execution set field value conditions will only execute the first time the condition is met if the condition is invalidated and then revalidated it will execute again notifications and exports are only executed on record save this is to prevent flip flop during editing causing multiple notifications that might not be valid integrations can be optionally setup to execute in real time or on record save required role based access control (rbac) settings for non administrator users who want to view workflow run history, ensure that user is assigned a role that allows global record create and read permissions you set global permissions from users, groups & roles, roles next, ensure that you assign the role to have read permissions to the specific application and its workspace view workflow run history when working with the report view of records, you can view the current status and the previous history of the associated workflow from the workflow status indicator the workflow status indicator column alerts you with whether the workflow ran successfully or not if you click the indicator, a dialog opens that lists the history of the workflow run, tied to record creation click show details on a workflow run to see more information on it, whether it succeeded or it failed you can click direct links to the hangfire dashboard from the details use the information in hangfire to troubleshoot your failed workflows, as needed you can also view the direct workflow from the workflow run history dialog click view workflow run to see the actual workflow progress in the workflow view, drill into the specific conditions and actions to see additional processing information about the history of the successful or failed workflow