Monitor data entry workflows

You can monitor the currently existing data entry workflows. For each workflow, the status, created tasks, and entered data are logged.

You can monitor these sets of data entry workflows:

• All data entry workflows.

• Data entry workflows that are in progress.

• Data entry workflows that are started by you.

• Completed data entry workflows.

Steps

1. Click Data entry workflow management.

2. You can monitor data entry workflows on these tabs:

   • All workflows

   • In progress workflows

   • Workflows started by me

   • Completed workflows

   Click the desired tab.

3. In the list, click the link of the desired workflow.

4. Sub-task: View task history.

   1. For each task, you can view the task history.

      In the Tracking details list section, in the list, find and select the desired task.

   2. Click History.

   3. Close the page.

5. Sub-task: View applicable entered data for a task.

   1. For each task, you can view the entered data that is applicable to the task.

      In the Tracking details list section, in the list, find and select the desired task.

   2. Click Field values.

   3. Close the page.

6. Sub-task: Audit data changes done for a task.

   1. You can track and review the history of data changes.

      In the Tracking details list section, in the list, find and select the desired task.

   2. For a task, you can review, for each applicable field:

      • The value before (old) and after (new) the task was done.

      • When the data change was made.

      • Who made the data change.

      • The approval status.

      Click Field values audit log.

      Note

      You can export the field values audit log to Microsoft Excel in two ways:

      • Export to Excel: Exports the field values audit log for the currently selected workflow task.

      • Open in Excel – Data entry workflow audit log (unfiltered): Exports the field values audit log for all workflow tasks, regardless of the current filter or selection. See also: Data entry workflow audit log.

      For a large dataset, the export can take longer to complete. If the export cannot complete, the system shows a message.

   3. Close the page.

7. Close the page.

Data entry workflow audit log

You can use the Data entry workflow audit log (unfiltered) Microsoft Excel file to get the field values audit log for all workflow tasks, regardless of the current filter or selection.

When downloaded, you can open the DewWorkflowFieldValueAuditLogEntity file from your downloads folder. You can reuse the DewWorkflowFieldValueAuditLogEntity file every time you want to check the audit log. You do not need to export it again.

Every time you open the DewWorkflowFieldValueAuditLogEntity file, you must register again. Registering connects the DewWorkflowFieldValueAuditLogEntity file to your D365 F&SCM environment. This is the environment where you run Data Entry Workflow. After you register, Microsoft Excel retrieves the latest audit log data.

Steps - Registration

1. Open the DewWorkflowFieldValueAuditLogEntity file in Microsoft Excel.

2. If the New Office Add-in dialog, click Accept and Continue.

3. In the Microsoft Dynamics dialog, click Sign in.

4. Enter your regular login credentials for your D365 F&SCM environment.

5. After you sign in, Microsoft Excel connects to the environment. Microsoft Excel then retrieves the latest audit log data.

   Note

   The more audit log data exists, the longer it takes to get the data and upload it to the DewWorkflowFieldValueAuditLogEntity file.