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The Workflow History screen displays all comments and workflows that have been run on the case in context.

Each comment and workflow processed on the case in context is itemized within a grid containing the following columns:

Column Name	Description
Date Created	Displays the date the comment was added or the workflow was initiated.
Created By	Displays the name of the user who added the comment or processed the workflow.
Workflow	Displays the name of the workflow processed. This column is empty if a comment was added outside of a workflow. The icon located before a workflow indicates that the workflow has been completed. Right-click this icon to view the workflow details or to copy the comment. The  icon located before a workflow indicates that the workflow is incomplete. Right-click this icon to view the workflow details, complete the workflow, cancel the workflow or copy the comment. The  icon located before a workflow indicates that the workflow has been cancelled. Right-click this icon to view the workflow details or to copy the comment.
Comments	Displays comments added to the account holder. Comments added while working a workflow display the workflow name in the workflow column. Comments added from the workspace or automatically through other processes do not display a workflow name in the workflow column.
Phone Number	Displays all phone numbers that were used to attempt to contact the account holder, along with the contact result chosen.

Filter Workflow History by Date

By default, the Workflow History - Case screen displays all changes made within the last 30 days, however users are able to refine this table by modifying the date range.

• Click the  button to change the date range to the previous 30 days.
• Click the  button to change the date range to the next 3o days.
• The Workflow History - Case screen also contains a variety of pre-configured date ranges that are available from the To drop-down list.

• Users may manually update the date range by updating the From/To dates. To manually update the From/To dates, enter the dates within the fields or use the associated calendar tools.

• Once the desired rate range is selected, click the Refresh button to update the workflow history list.

Workflow History Details

Double-clicking a workflow history item from the list opens a workflow history screen. From this screen users can edit comments and view details such as comment history, workflow design, fields, and previous contact attempts.

To print the screen, click Print.

 

 

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