To learn more about workflows and how to build them, check out the "Workflow Training" section under the "Advanced Training" help centre menu!​

The status tab will show information regarding the customer's status through the workflow. Utilise this section when you’re looking to see the status of a customer who has gone through your workflow, or view the customers who have previously gone through.

You can refresh the data here at any time by clicking on the blue refresh icon at the top right of the table.

Need to view a specific date range of data regarding workflow status? Check out the date dropdown, where you can select a date range you want to view. Once selected, the table data will automatically refresh.

Here you can filter your workflow by the action performed on it by clicking on the dropdown and selecting the action you would like to view.

If you’re looking for a specific status within your workflow, click on the All Status dropdown and select the Status.

If you have a long list of current workflow status action logs, searching by name may be faster than scrolling to find the particular log you're looking for.

The Workflow Status table in the platform provides a list of the current workflow status and all the associated data collected, including:

Once you are all done editing a current workflow status, save it! Once you've saved the status, the date and time will be updated.

Action logs can be set to either draft or publish mode. You can activate or deactivate this feature by toggling the corresponding button.