Workflow Monitor
Workflow Monitor is a client server tool that is installed on the CRM server with the CRM server installation. This tool enables you to monitor what workflow process instances the workflow engine is creating.
A workflow process instance represents the execution of a workflow rule. For example, if you have created a rule to apply a sales process to Opportunity records, and ten records are inserted at the same time, you have ten instances of that particular rule.
Workflow Monitor provides three levels of detail with respect to tracking the workflow rules and sales processes you have created. Workflow monitor will give you
Workflow Process Summary
Workflow Log by object of individual workflow process instances
Workflow Log details that show the individual actions that were executed by the workflow
The Workflow Summary screen, shown in Figure 12.31, gives a high-level view of all active and paused workflow processes by object.
Figure 12.31. The Workflow Monitor Summary screen.
The Workflow Log screen lists individual process instances by object, and provides detail about who executed them, when and against what object. Figure 12.32 shows the workflow monitor log screen.
Figure 12.32. The Workflow Monitor Log screen displays workflow process instance information.
From the Workflow Log screen you can export selected entries to an XML file or purge the log. In addition, you can double-click any entry to see the Workflow Log details.
The Workflow Log details screen enables you to drill down into any workflow process instance and see the specific actions that were taken during the execution of that workflow rule or process. Figure 12.33 shows the audit log that is kept on each workflow instance.
Figure 12.33. The Workflow Log details screen shows all actions that were executed as part of the workflow process instance.
