There may be times when you want to review and troubleshoot why a process did or didn't start automatically. Learn how in this help article!
Reviewing Why a Specific Process Started
If you want to review why a process was automatically started, why certain users were assigned, or why the due date was set to a certain date, you can do that from the process page.
Click on the (?) icon next to the due date or assignee to pull up the auto-start history window.
You can also find the question mark next to the "Created At" date in the process details in the righthand sidebar.
Or at the bottom of the activity feed on the process:
This will pull up a window that shows the rules at the time the process was started, and how they compare to what LeadSimple did.
Reviewing All the Times an Autopilot Rule was Run
You can review all the times an autopilot rule was run in multiple places.
1. To review the runs on a single autopilot rule
Click Settings > Process Settings in the lefthand sidebar.
Be sure you are editing the settings for the correct process, then click Autopilot Rules.
Then click the automated clock icon on the right of the rule you want to review.
This will give you a list of all the times this rule was run, whether the runs were successful, how many processes were started, and what the settings were at the time the rule was run.
2. To review the runs on all the Autopilot rules on a process type
To view the runs for all the Autopilot rules on a process, click the automated clock icon in the top right corner of the page.
This will give you a list of all the times any rule on this process type was run, whether the runs were successful, how many processes were started, and what the settings were at the time the rules were run.
