View the status and history of a document

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Follow these steps to view the status and history of a workflow instance.

  1. Click Home > Inquiries > Workflow > Workflow history.

  2. To filter the list of workflow instances that is displayed in the form, select a workflow status in the Filter by status field:

    • All – Display all workflow instances.

    • Pending – Display only workflow instances that are currently processing.

    • Completed – Display only workflow instances that have completed the required processing.

    • Canceled – Display only workflow instances that have been canceled.

    • Stopped (error) – Display only workflow instances that have stopped because of an error.

    • Unrecoverable – Display only workflow instances that have stopped because of an unrecoverable error.

  3. On the Overview tab in the upper part of the form, select a workflow instance.

    Details about the workflow instance are displayed on the following tabs in the lower part of the form:

    • Overview – This tab displays the status of the workflow instance and indicates where the submitted document is at in the workflow.

    • Work items – Use this tab to assign a task or approval step to another user.

    • Tracking details – This tab displays the history of the workflow instance.