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Review interactive enrollment history of an object's path through a workflow (BETA)

Last updated: June 5, 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 it followed and the eventual endpoint it reached.

Review interactive enrollment history

To review and trace the enrollment history of an object:

  • 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 click Enrollment history.
  • In the right panel, search for or select an enrollment to review.

drill-into-enrollment-history-workflow-interactive-diagram

  • Review the path of the enrolled record:
    • Successful actions are highlighted in green, while any actions with errors are highlighted in red.
    • You can click any part of the workflow diagram to reveal the timestamped action or enrollment log in the Enrollment history panel.

review-workflow-interactive-diagram

 

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