---
title: "Workflow History"
slug: "workflow-history"
updated: 2024-01-30T16:29:30Z
published: 2024-01-30T16:29:30Z
canonical: "wiki.cobblestonesoftware.com/workflow-history"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow History

### **Workflow History**

**Workflow History**

Changes to workflow can be important to track if a task is not operating as expected. By navigating to the task in the workflow manager, such history can be viewed.

**Note:** the menu, the task list, and task details may differ in your system. The items below are for example purposes only.

**Viewing the History**

1. Navigate to the Workflow Manager via **Manage/Setup** - **Workflow Manager**.

![Navigation to Workflow Manager](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(291).png)

2. The Workflow List Manager page displays. Click **View/Edit** for the desired workflow

![Click View/Edit on the Workflow](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(219).png)

3. The Manage Workflow Configuration page displays. Click **Tasks**.

![Click Tasks tab at top](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(163).png)

4. The Task List displays. Click the I (![Click the button to display history](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/workflow-history-image-ay7vmz9x.png)) icon on the right-hand side.

![Click OK](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(120).png)

5. A warning pop-up displays. Click **OK** to proceed to the history details & audit log for the selected task.

![Warning popup for Viewing History](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/7e.png)

6. The history details and audit log displays.

![History details and audit log displays](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(79).png)

Each line item displays:

- The module for the task
- The first name of the user who access the record or made the change
- The last name of the user who accessed the record or made the change
- Details regarding the event
- The event date and time
- The ID of the user who accessed the record or made the change
- The task ID
- The table for the task (not pictured above)

**Return to the Task**

1. To return to the task, on the side menu of the history details & audit log page, click **Return to Record Details**.

![Click Return to Record Details](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(57).png)

**Export the History and Audit Details**

1. To return to the task, on the side menu of the history details & audit log page, click **Export to Excel**.

![Export to Excel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/7(42).png)

2. The file downloads through your web browser. Open the file, click to allow modifications, and work with the data as needed.