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View workflow history

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Important

Customers using Human Resources, the functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.

This article describes the steps to view the status of a document that was submitted to the workflow system for processing and approval. The demo data company used to create this procedure is USMF.

  1. Go to Navigation pane > Modules > Common > Inquiries > Workflow > Workflow history.
    • Use this form to view the status of a document that was submitted to the workflow system for processing and approval.
    • The Instance ID is the identification code of the workflow instance that is processing, or has processed the document.
    • The Status is the workflow status of the document.
    • The Workflow ID is the identification code of the workflow that is processing, or has processed the document.
    • The Document is the identification code of the document.
    • The Document type is the type of document that was submitted for processing.
    • The Workflow is the name of the workflow that is processing, or has processed the document.
    • The Version is the version number of the workflow that is processing, or has processed the document.
    • The Created date and time is the date and time that the document was submitted.
    • The Elapsed time is the time that has passed since the document was submitted.
    • The Resume button allows you to resume the workflow process for the selected document.
    • The Recall button allows you to recall the selected document so that it is not processed.
  2. In the list, select the link in the desired row.
    • Make sure the Work items section is expanded. In this section you can view the work items that are associated with the selected document. For example, a task may have to be completed, or the document may have to be approved.
    • The Reassign button will open a dialog box where you can reassign a work item to another user.
    • Make sure the Tracking details section is expanded. In this section you can view the workflow history of the selected document.