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The Enrollment History feature enables users to monitor the interactions of each record with a flow. You can conveniently access enrollment details, such as timestamps and direct links to the record pages, directly from the flow editor. Here’s how to view and analyze the enrollment history for any flow: Go to Smart Flows from the Left Menu barClick on the flow name you want to inspect to open the flow builder.In the left sidebar of the editor, click Enrollment History. Screen Shot 2025-01-06 at 2.44.56 PM.png

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Enrollment History Panel

The Enrollment History panel shows key details about each enrolled record:Refreshing Logs: Refresh the history by clicking the Refresh button. Screen Shot 2025-01-06 at 2.45.58 PM.png
  • Period*: Narrow down the history by date.
  • Search for a Specific Record: Use the search function to find specific records (except for API calls).
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  • Record Name*: A clickable link to open the record, unless it’s triggered by an API call.
  • Date: The enrollment timestamp, displayed in your local timezone.
  • View Details: Clicking this reveals more information about the record’s interaction with the flow Step Name: The flow step name.
  • Date: When the flow reached this step.
  • Version: The workflow version executed.
  • Status: Whether the step was successful or not.
  • Execution Time: Time taken for the step to execute (in days, hours, minutes, and seconds).
  • Retry: Option to retry a failed step for the record.
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  • Flow Status*: Shows if the flow is running, completed, paused, or failed.
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  • Unenroll*: If the flow isn’t finished, you can manually unenroll a record.
  • Enrollment History Sorting: Records are sorted by date, from most recent to oldest.
  • Data Retention: Enrollment history is saved indefinitely; step details are kept for 180 days.
  • API Call Details: For API triggers or actions, view the JSON response or cURL request.
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  • Switch to Edit Mode*: To edit the flow, click the “Switch to Edit Mode” button.
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