Review a record's workflow paths and actions

From your workflow enrollment history, you can review and trace the enrollment history and path of your records through the workflow using an interactive diagram in the editor.

You can highlight exactly what happened with each enrollment, including the branch paths followed and the eventual endpoint reached. For example, you can use this to troubleshoot why a record went down a particular branch or why it may not have completed a specific action. 

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click the name of the workflow to navigate to the workflow editor.
3. In the top right of the editor, click Performance history > Enrollments history. Or, from the navigation menu click View > Enrollment history.
4. To search for a specific object, use the search bar and enter the name of the record you're searching for. If you cannot find an expected record, check that your chosen date range is wide enough.
5. To view additional details, hover over the name of the object and click View logs. The workflow history for the record appear. 
   
   • In each individual record's workflow history, review all events. To expand or collapse a specific section, click therightarroArarrow icon next to the section.
   • In the workflow preview, you can review the workflow and the success or failure of each action for the record. 
   • In the workflow preview, you can review the path of your workflow. Selecting a step within the preview will expand or collapse that step’s matching log in the side panel. In the preview: 
     • Successful actions and paths are highlighted in green. 
     • Actions with errors are highlighted in red.
6. To exit the workflow enrollment history, in the top left, click the X icon.