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Review a record's enrollment history and path through a workflow

Last updated: July 30, 2024

Available with any of the following subscriptions, except where noted:

Marketing Hub   Professional , Enterprise
Sales Hub   Professional , Enterprise
Service Hub   Professional , Enterprise
Operations Hub   Professional , Enterprise

You can review and trace the enrollment history of objects in a workflow using an interactive diagram in the workflow editor. You can highlight exactly what happened with each enrollment, including the branch paths followed and the eventual endpoint reached.

Review interactive enrollment history

To review and trace the enrollment history of a record:

  • In your HubSpot account, navigate to Automations > Workflows.
  • Click the name of an active workflow.
  • At the top of the workflow editor, click View, then select Enrollment history.
  • In the right panel, locate and select an enrollment to review.

 

  • Review the path of the enrolled record. The success or failure of an action is indicated by its highlight color:
    • Successful actions are highlighted in green. 
    • Actions with errors are highlighted in red.
  • To reveal additional details in the timestamped action or enrollment log on the Enrollment history panel, click on the action or enrollment in the workflow diagram.


 

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