Tracking Data in Workflows

The Tracking Configuration tab allows you to track subprocess or workflow level data and local variables while a workflow is running.

Tracking Settings

When you enable tracking settings, you can track data at the workflow level, or at both the workflow and subprocess levels. These settings control whether workflow and subprocess data is maintained for reporting purposes, as well as whether you can view this data in Task History in the Task List.

Note: To view a tracked variable after a workflow has run, enable tracking at both the process (workflow) and subprocess level.

Tracked Variables

Tracked variables are the local variables added and configured in the Workflow Editor, where you can define them as trackable. They are the only types of preconfigured variables that can be tracked in tracking configuration. These variables can be tracked at both the workflow and subprocess levels. They are viewed the in Trackable Variables panel, and are based on the workflow or subprocess you select in their respective configuration panels. From this list, you can further define the variables you want tracked. Depending on the data you want to retain when a workflow is executed, different variables can be selected at different times.

Tip: Tracking configurations can be overridden in a workflow schedule.

Example

Use a Form activity to write to local variables, and then track these variables to ensure the action was completed. When tracking is enabled, the results from the form can be viewed in a report.

Note: Local variables must have already been added to the workflow or subprocess in order to configure them in tracking.