Skip to main content
All CollectionsAutomationWorkflows
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 this week

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".

This image has an empty alt attribute; its file name is image-1-1024x825.png

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.

Did this answer your question?