Workflow errors and reports
Workflow history is logged in two modules in Varicent Incentives. General workflow history is tracked in the Audit log, and node-specific history is tracked in Workflows.
If a workflow encounters an error, you can view the details of the error on the Errors tab in Workflows. You can view the error and identify the node that caused the error.
When an Action node encounters an error, such as when the next payee involved in the workflow cannot be determined, an error is recorded on the Action node errors page.
When an Alert node encounters an error, such as an invalid email address, an error is recorded on the Service node errors page.
For the workflow to advance, an administrator must intervene.
Viewing workflow errors
In Varicent Incentives, you can view workflow errors on the Errors page in Workflows.
In Workflows, open the workflow.
Click the Errors tab.
From the drop-down list, select the type of errors that you want to view.
Viewing workflow events in the Audit log
In Varicent Incentives, you can view general workflow actions such as adding, deleting, starting, and stopping workflows, in the Audit log.
Click → .
In the Module column, click the Filter icon.
Select Workflows and click Apply filter.
Only the events recorded in Workflows are displayed.
Viewing workflow events in Workflows
In Varicent Incentives, you can view the history of individual nodes on the History tab in Workflows. The history tracks the payee who performed actions or received notifications.
In Workflows, open the workflow.
Click the History tab.
Viewing pending actions
Monitoring your workflow's pending actions helps you identify delays and resolve issues quickly. The Pending actions tab in the Workflows module offers a complete view of these actions, ensuring your workflow operates smoothly.
Note
This tab is only available in User-initiated and Admin-initiated workflows. It does not apply to Inquiry workflows.
Imagine managing a quota process within a workflow and finding out it did not run properly. Such errors can stop the workflow from continuing, leaving it in a pending state. The Pending actions tab shows which nodes are affected and what tasks need to be completed to move the workflow forward.
Additionally, you can check the Errors tab for more details on what went wrong, including the specific node responsible for the error. For more information, read: Viewing workflow errors.
From the Workflows module, select an existing User-initiated or Admin-initiated workflow.
Click the Pending actions tab.
The Pending actions table contains information about the current state of the workflow:
Node name: Identifies the node involved at this step of the workflow.
Assignee ID and Name: Provides details about the individual responsible for the next step.
Assigned at: Shows when the task was assigned.
Initiator ID and Name: Indicates who initiated the workflow.
Date: Reflects the date when the action was recorded.
Select the checkboxes next to each field to filter and sort the values, so you can quickly find the information you need.
Rerunning a process node
In Varicent Incentives, if a process node was stopped because the Scheduler service was started after the workflow began, you can restart the process node.
Alternatively, you can choose to not run the process node and move on to the next step in the workflow.
In Workflows, open the workflow.
Click the Pending Actions tab.
Place your cursor over the process node, click the ellipsis, and complete one of the following steps:
To rerun the Scheduler process, click Rerun Process.
To move to the next step in the workflow, click Move to next.
Forcing approval or rejection of pending actions
In Varicent Incentives, you can choose to force an approval or rejection of a pending action in a workflow.
In Workflows, open the workflow.
Click the Pending Actions tab.
Place your cursor over the action, click the ellipsis, and complete one of the following steps:
Click Force Approve.
Click Force Reject.
Filtering workflow errors, pending actions, or history
In Varicent Incentives, you can filter errors, actions, and events on the Errors, Pending Actions, or History tabs in Workflows.
In Workflows, open the workflow.
Click the Errors, Pending Actions, or History tabs.
In the header of a column, click the Filter icon.
Select the options that you want to filter the errors by and click Apply filter.