Groove Flow History Tab

The Flow History tab logs key events throughout the life of a Groove Flow. Currently, it can track Automated Actions and status changes (e.g. Active > Archived).

The Flow History tab allows you to look at what has happened to a particular Flow.

All users with whom a Flow is shared can view the Flow History tab regardless of edit permissions. The Flow History tab will show up between the People and Settings tabs on an Individual or Master Flow. If you can't see anything in the History tab yet, it is probably because no automated actions or status changes have happened to that Flow yet.

1. Select a Flow that is shared with you.

2. Select the History tab.

3. Use the search, filters, or date range to narrow down your results as needed.

Columns in the Flow History Tab

Date/Time: The date and time the event occurred. The table will sort by this column by default.

Type: The type of event.

• Automated Action Transactions (Global and Local)

  • Global Automated Action: an automated action that is set by an Admin for all Flows.

  • Flow Automated Action: an automated action that is set on the individual flow by the owner or a user with edit permissions.

• Flow is Archived: the flow is archived through expiration settings or manually by the owner of the flow.

Status: status changes to the flow itself (e.g. Draft, Pending Review, Active, Archived) or the status of an automated action (e.g. success or failure).

Managed By: the user who was using the flow at the time of the event.

Flow Participant: The Contact or Lead enrolled in the flow. This is only relevant for Automated Actions events at this time.

Flow Step: The step at which the event occurred. This is only relevant for Automated Actions events at this time.

Event: A descriptive name of the event that occurred.

• Automated Action Events: the trigger that caused the automated action to run (e.g. On Reply).

Result: the result of the event.

• Automated Action Events: the action that Automated Action performed (e.g. remove from flow).

Details:

• Automated Action Events: any additional details for some of the automated actions that need more information (ex. “Updated Contact Status field from New to Working”).

• Archival Events: whether flow participants were removed or not when a flow was archived.

Person Removal: when person is manually removed from the Flow

Change Ownership: when flow ownership is transferred from one user to another

For More Detail

For more context on an event, click it to see a read-only modal: