Log All Steps in a Workflow Rule
Trace has two new columns that list Action and User for each step in a workflow.
Right click on document in PSIsafe and select Trace to show all steps taken in the workflow process.
Using Trace in Workflow
Show All Items You Have Touched also displays the Action and Action User columns. The default is set to
show the past 30 days of active items. Users can then change the date range and select if they want the
list to include Active, Completed, or Both items. Choosing a workflow item in the list will cause all the
steps to display in the box on the right. Right clicking on the list allows the user to print the list or print
the selected trace.
Setting Date Fields
Dates are set by clicking in the date field and selecting the date. The current month and day are displayed.
Clicking on the date range will display longer time frames.
Trace Items While In Workflow
Items in Workflow can be traced by right clicking on the item. Eligible Trace items include Folder,
Document, Distributed with Reply and documents within a bundle.
Documents that are part of a bundle are traced by right clicking the item in the bundle list.
Keywords: PSIsafe Documents Trace, Trace PSIsafe Document, PSIsafe Workflow Trace