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View Records in a specific Workflow step
View Records in a specific Workflow step

Get full visibility on what is currently going on in your workflows.

Kolleno Support avatar
Written by Kolleno Support
Updated over a month ago

To quickly view records, such as customers in a specific step of a workflow, follow these steps:

  1. Navigate to Automation > Workflows.

  2. Select the workflow you want to review.

  3. Look for a label indicating the number of active records, such as "6 active Customers".

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By clicking on this number, you can access detailed information about the records currently in that step (e.g., a time delay step). Additionally, you'll see useful details, such as potential issues preventing records from progressing further in the workflow.

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