Checking workflow history
The Automation Activity page is your first stop whenever you wonder “did it send?” It shows recent runs of your workflows.
Where: On the workflow list, select View Activity on a workflow’s card. It opens the Automation Activity page in a new browser tab.
Reading the Automation Runs table
Section titled “Reading the Automation Runs table”The page has a purple header (Automation Activity, a back arrow, and Refresh) and an Automation Runs panel. Above the table is a filter bar and a Showing X of Y run counter:
- Search — the Search by patient name, action, or details… box filters the rows.
- Status — a dropdown with All, Success only, and Failed only — the quickest way to isolate problems.
- Refresh — reloads the runs.
Each row is one run, with these columns:
- Status — Success or Failed.
- Action — an emoji badge: SMS, Email, Task, Form, or Other.
- Patient — the patient’s name, linking to their profile, with the Open Dental patient number (for example #1234) beneath.
- Details — a short description of what was sent or created.
- When — a relative time like 2h ago; hover for the exact timestamp.
- An eye icon (tooltip View Details) at the right edge opens the Run Details modal.
Run Details modal
Section titled “Run Details modal”Selecting the eye icon opens Run Details, showing:
- Status
- Action
- Patient
- Ran On
- Details — the full text
- Run ID (for support) — with a Copy button (it confirms Copied to clipboard!)
When you contact support about a run, copy the Run ID — it’s exactly what they’ll ask for.
What to look for
Section titled “What to look for”- Failures clustering on one action → usually a configuration issue (bad template, missing patient phone/email). Set Status to Failed only to see them all at once.
- No runs at all → either the trigger isn’t firing, or the run was more than 7 days ago (the page only goes back a week). See Troubleshooting: my workflow didn’t fire.
- Runs but the patient says nothing arrived → check the patient’s phone/email on the chart.
Empty states
Section titled “Empty states”- No Automations Have Run Yet — nothing has run in the last 7 days.
- No Matches — your search or Status filter excludes every run; clear them to see the full list.