Troubleshooting workflows

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View workflow runs

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Run statuses

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Common issues

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Workflow not triggering

1. Is it published? Draft workflows don’t run
2. Are conditions too strict? Review trigger conditions
3. Is the trigger correct? Verify the trigger type matches your intent
4. Is the event firing? Confirm the triggering action is happening

• Publish the workflow if it’s a draft
• Simplify or remove trigger conditions
• Test with a different trigger

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Wrong data in actions

1. Are variables correct? Verify variable names
2. Is the right record in scope? Check what the trigger provides
3. Are variables resolving? Look for literal variable text that wasn’t replaced

• Correct variable names (e.g., household.name not just name)
• Use the variable picker instead of typing manually
• Verify the trigger provides the data you need

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Action fails

1. What’s the error message? Click on the failed action
2. Is required data missing? Some actions need specific inputs
3. Are permissions correct? Some actions require admin access

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Branch not taking expected path

1. Review conditions — Are they evaluating as expected?
2. Check data values — What values does the record actually have?
3. Logic operators — Is AND/OR logic correct?

• Add a notification at the start of each branch to see which fires
• Simplify to one condition at a time
• Check the run details to see condition evaluation

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Wait action stuck

1. Is the wait duration reasonable? Long waits are expected
2. Did the workflow fail elsewhere? Check for hidden errors
3. Was the workflow republished? Some changes restart waits

• Check the run to see remaining wait time
• If stuck, cancel and rerun manually

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Debugging techniques

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Add notifications

Trigger
→ Notification: "Workflow started for [household name]"
→ Action 1
→ Notification: "Action 1 complete"
→ Action 2

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Test with specific records

1. Create a test client with known data
2. Trigger the workflow on that client
3. Verify results match expectations
4. Adjust and repeat

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Check run data

• Trigger data — What triggered the workflow
• Action inputs — What each action received
• Action outputs — What each action produced
• Errors — Any error messages

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Simplify the workflow

1. Create a copy of the workflow
2. Remove actions until it works
3. Add actions back one at a time
4. Identify which action causes the issue

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Error recovery

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Retry failed runs

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Manual intervention

1. Check what actions completed successfully
2. Manually perform any skipped actions
3. Fix the workflow to prevent future failures
4. Consider re-running on affected records

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Rollback changes

1. Identify what the workflow did (check run details)
2. Manually undo changes (delete tasks, remove tags, etc.)
3. Fix the workflow before re-enabling

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Preventive measures

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Test before publishing

1. Save as draft first
2. Test on a single record
3. Verify results are correct
4. Then publish

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Start simple

1. Begin with 1-2 actions
2. Verify they work
3. Add complexity gradually
4. Test after each addition

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Monitor regularly

1. Check runs periodically for failures
2. Set up notifications for workflow errors
3. Review workflows quarterly for relevance

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Document workflows

• What the workflow does
• Why it exists
• What triggers it
• Expected outcomes

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Getting help

1. Check the run details — Capture error messages
2. Document the problem — What you expected vs what happened
3. Contact support — Provide workflow name and run ID

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Next steps