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The automation log - Product News

See every time an automation fired and what each action did, retry a failed action or cancel a waiting one, and see each record's automations on its page.

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ForAdministrators

What's new

  • The automation log. Settings > Automations has a Log tab listing every time an automation fired: when, which automation, the record, whether the conditions were met, and each action's outcome (Done, Skipped, Waiting, Failed or Cancelled) with the reason and any error. Filter it by automation, record, outcome or dates, and Export CSV downloads what the filters show. Select Retry on a failed action or Cancel on a waiting one. See Automations.
  • Automations on each record. An application's, milestone's and contract's Details tab ends with an Automations panel: the last ten times an automation fired for it, and Show all for the rest in the log.