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Workflows Run & Revision Histories

About Workflows Run & Revision Histories

After you set up your workflows, you’ll probably want to check on their status and evaluate changes that were made to them. The Run history and Revision history sections in Workflows let you see the past runs of your workflows, the details about those runs, and changes that were made to any workflow. This section is particularly useful for evaluating why a workflow may have failed. Reporting will contain information about why the workflow failed or if a change was made, helping identify and fix the issue.

You can view the Run history and Revision history for a specific workflow by clicking into the workflow and then going to the section you’re interested in.

You can also view the Run history for all workflows within a project by going directly to Run history from the project’s workflow tab.

Warning: Workflows run and revision history data is only retained for 30 days after a workflow has been triggered. Once this timeframe has passed, any reporting on that workflow is deleted.

Run History

The Run history page allows you to view additional information about the workflow runs that you’ve triggered. This page can help you monitor your workflows, diagnose issues, and get an overview of which workflows have been completed successfully and which ones have failed.

When viewing workflow run history, you can switch between 2 different reporting views by using the dropdown menu at the top of the page:

Successfully started with tasks run: View workflow runs that triggered successfully.
Failed to start after triggered: View workflow runs that failed to trigger.

Each time your workflow is triggered, it will be added as a new entry in the workflow run history page. This page contains a table that displays the following information about your workflow runs:

Started on: The date and time that the workflow began running.
Workflow name: The name of the workflow.
Qtip: If you see statuses for a workflow named “Deleted Workflow,” chances are you deleted the attached workflow. Be careful when you do this – the records are still there, but the workflow itself is irretrievable.

Qtip: This column is excluded if accessing the run history for a specific workflow.
Owner: The username of the user who created the workflow.
Status: The status of the workflow.

You can view more granular information about each workflow run. Click on a workflow run to expand it and see information about each component of the workflow.

The event that starts the workflow is labeled a “trigger” while the different tasks in the workflow are labeled “T-ID 1” for the first task, “T-ID 2” for the second task, and so on. For more information about task order and labels, see The Order of Tasks in a Workflow.

You can then click on the different components of your workflows to learn more about it. The information and actions available to you will depend on the workflow component type and if the workflow was successful or not. See the following sections for more information:

Viewing Successfully Triggered Workflow Runs: Workflows that triggered successfully. Tasks can either be successful or have failed.
Viewing Failed Workflow Runs: Workflows that did not trigger successfully due to a problem with the event trigger or false workflow conditions. Tasks did not run because they were not triggered.

Searching Run History

Run history comes with pre-configured filters allowing you to easily find the workflow you’re interested in. You can also use the search bar to search for task output values.

Qtip: Select “All” to revert your filter selection.

Use the Ownership and sharing dropdown to filter by workflows that you own, workflows that have been shared with you, or all workflows you have access to.
Qtip: This filter is excluded if viewing the run history in a survey project.
Use the Workflow name dropdown to filter by workflow name.
Qtip: This filter is excluded if viewing the run history for a specific workflow.
Use the Started by dropdown to filter by what starts the workflow, either a schedule or a specific workflow event.
Use the Tasks included dropdown to filter by the tasks that result from the workflow.
Use the Task output data search bar to search for task output values within the workflow. When you enter a specific keyword or value in the search bar, the list of workflow runs will only display runs that contain that keyword or value.
Qtip: This filter is only available when you select a specific task from the Tasks included dropdown.

Attention: This filter is not currently available for all task types.
Use the Tasks status dropdown to filter by the workflow task’s status.
Use the Workflow start and end dates fields to filter by when the workflow was triggered. Click the calendar icon to view a calendar to choose a date.
Use the Started by (ID) dropdown to filter by a specific workflow’s trigger ID. See the Finding a Trigger ID section below for more information on retrieving the trigger ID.

Qtip: You can adjust the number of results using the Records per page option at the bottom of the page.

Viewing Successfully Triggered Workflow Runs

The Successfully started with tasks run page displays workflows that triggered successfully. These workflows can have tasks that were either successful or failed. When viewing these workflows, you can click on any of the tasks to open a side panel containing more information about the task:

Status: The task’s status.
Workflow execution ID: Each time a workflow runs, each aspect of the workflow is assigned a unique execution ID. You can use this ID to filter your workflows, or provide to Qualtrics Support if you need help troubleshooting why a workflow failed.
Scheduled for: The date and time that the workflow was scheduled to run. This will only appear for scheduled workflows.
Start time: The date and time that the workflow started running.
End time: The date and time that the workflow finished running.
Duration: The total time the workflow took to execute.
Settings: The workflow’s rerun and failure settings at the time of execution.
Files: If the task processed any files, then you can download the files in this section. See Downloading Data Files for more information.
Qtip: If your selected task doesn’t process files, then this field will be hidden.

In addition to the above information, you can click View JSON to view the JSON payload of the task.

The JSON payload can be useful for troubleshooting your workflows, particularly ETL workflows. The Input tab shows the information and data received by the task, while the Output tab shows the result of the task.

Viewing Conditions

You can also view how your workflows conditions were evaluated. This includes conditions after the workflow trigger and conditions between individual tasks. Click on a condition to view more information about it.

Each condition will be visible in this window. You can see what the condition was, the value used to evaluate the condition, and how the condition was evaluated.

A condition can be evaluated as one of the following:

Evaluated true: The condition was met and was evaluated as true.
Evaluated false: The condition was not met and was evaluated as false.
Not evaluated: The condition was not evaluated because the logic was already passed by a different condition in the workflow (for conditions separated with “any” logic).

Qtip: This window also displays the Workflow execution ID which can be helpful when troubleshooting a workflow with support or searching for the workflow again later.

Viewing Failed Workflow Runs

The Failed to start after triggered page displays workflows that failed to trigger successfully. This includes workflows whose event triggered successfully but the workflow failed because the conditions were not met.

Failed Trigger Conditions

Qtip: At this time, condition failure information is only available for workflows triggered by survey response events.

You can view how the condition logic was evaluated for any workflow. Both true and false conditions appear on the run history page.

For workflows that triggered successfully but did not run due to unmet conditions that follow the trigger, you can click on the workflow’s conditions to see exactly which values were used to evaluate each condition.

Qtip: This only includes conditions that are after the event trigger but before any tasks. Conditions between tasks are not included.

This opens a window showing your condition logic and the actual values used to evaluate the conditions:

Conditions that were successfully met are labeled with Evaluated true.
Example: In the above screenshot, the answer “Medium” wasn’t selected, so the condition was true.
Conditions that were not met are labeled with Evaluated false.
Example: In the above screenshot, the answer “Bad” wasn’t selected, so the condition was false.

Example: In the above screenshot, the conditions are linked using “All,” meaning all conditions must be true for the workflow task to trigger. Since condition 2 was false, the workflow task was not triggered.

Qtip: This window also displays the Workflow execution ID which can be helpful when troubleshooting a workflow with support or searching for the workflow again later.

Workflow Statuses

Workflow tasks can have a variety of statuses to let you about the workflow’s progress:

Queued: The task is scheduled to execute next.
In-Progress: The task is currently executing.
Example: You have two tasks that run sequentially in a workflow. Before execution, the first task will be set to “Queued.” While it is being executed, the first task’s status will be “In-Progress” while the second task will not be displayed. On completion of the first task, the second task will appear as “Queued.”
Succeeded: The task was executed. For an email task, this means it left the Qualtrics server.
Failed: The task did not trigger. This is usually caused by an error in the set-up of the task. For example, if you enter an invalid email into the email task.
Qtip: Non-ETL workflows have a 60 second timeout. This means the workflow will fail if it takes more than 60 seconds to execute.

Qtip: You can retry a workflow if 1 or more tasks in that workflow have failed. See the retrying workflows section for more information.
Auto-retrying: One or more tasks in the workflow have failed, and it is being retried. See Workflow and Task Failures for more information.
Delayed start: The workflow didn’t run because it has delayed start settings applied. There are 1 or more instances where the workflow would have been triggered, which are now being held in a queue until the time interval ends.
Not Run: The workflow was triggered, but did not run because it did not meet the workflow’s conditions.

Revision History

The Revision history allows you to view changes that have been made on any workflow you have access to. This means that you can view when exactly a workflow was disabled/enabled, when condition changes were made, and who edited your workflow.

Revision history is available both for specific workflows, and for all workflows in a project. Below, you’ll see a screenshot of the revision history for a single survey, showing all workflow edits in order.

The Revision history contains the following information about your workflows:

Workflow name: The name of the workflow that was edited. Only appears if you’re looking at the revision history for an entire project.
User name: The username of the user who made the edit.
What changed: A description of the edit made to the workflow.
Last revised on: The date and time that the workflow was edited.
View details: View the JSON payload for your workflow before and after the change.

Searching Revision History

Run history comes with pre-configured filters allowing you to easily find specific changes to your workflow.

Use the User name dropdown to filter by the user who made the change.
Use the What changed dropdown to filter by the type of edit that was made to the workflow.
Use the Last revised date (range) filters to choose a date range when the edit was made. Click the calendar icon to view a calendar to choose a date.

Rerunning Workflows

Qtip: To rerun workflows, the Allow workflow executions to be retried manually setting must be enabled in the Workflow Settings.

From the run history page, you can rerun workflows to complete them again. Select the workflows you’d like to rerun then click Rerun workflows.

If you choose to rerun a failed workflow, you will be asked if you want to start from the first failed task or to start from the beginning of the workflow.

Workflows cannot be run under the following scenarios:

The workflow and task failures settings do not allow for workflows to be retried, or do not allow for workflows to be retried outside a certain period of time.
The workflow selected to be rerun is currently in progress, in queue, or already rerunning.
The workflow was in a delayed start when it originally ran.
Rerunning the selected workflow(s) will exceed the maximum limit of workflows able to be run.

Retrying Workflows

If a task in a workflow fails and you’d like to retry the entire workflow, click Retry. Note that the retry button will only appear if a task fails. Clicking the retry button will re-run the entire workflow.

Qtip: If you’d like to rerun a workflow that was successful, see Rerunning Workflows.

Retrying a workflow will rerun the task with the exact same setup as its initial run. You should retry a workflow when:

A task times out due to an internal Qualtrics error.
A task fails due to an issue originating with a third-party system.
Example:I want to import employees from SuccessFactors, but I haven’t set up my SuccessFactors account with the correct permissions. When the workflow runs in Qualtrics, it fails since my SuccessFactors account doesn’t have permission to view employee data. However, if I update my SuccessFactors permissions, I can retry the task in Qualtrics and the task will be successful.

Retrying tasks that failed due to configuration errors will cause the retry to fail again. Instead, you should initiate a new workflow run after fixing the configuration errors.

Example: I have an XM Directory task to add new contacts to my directory based on a signup survey I’ve created. In the task, I map the respondents’ answers back to fields in XM Directory. When mapping my fields, I accidentally map the incorrect field to “email.” Since the mapping is incorrect, newly created contacts won’t have a valid email address, and the task fails. If I edit my task to correct the mapping and then retry the task, it will still fail. Instead, I can retake the initial response to generate a new workflow run which will use the updated field mapping.

Finding a Trigger ID

Each time a workflow runs, every task component of that workflow is assigned a unique trigger ID. You can use this ID to search for a workflow’s specific run, or provide to Qualtrics Support if you need help troubleshooting why the workflow failed.

Navigate to the Run history section of the workflow you’re interested in.
Click on the specific task and run you’d like to find the trigger ID for.
Click View JSON.
Perform a text search for “uniqueId”. On Mac, this is CMD + F and on PC this is CTRL + F. A box should appear in your web browser allowing you to search.
Copy the value for your uniqueId (also known as the trigger ID).

The trigger ID can be used to search for specific workflow runs in your reporting.

Downloading Data Files

Certain workflow tasks allow you to download a file of the data that was processed by them. This is helpful for troubleshooting and understanding what data you are passing between Qualtrics and other third-party systems.

To download your data file, click the download button in the Files section when viewing a specific task. This will download your data as a CSV file on your computer, which you can open using any spreadsheet editing software.