View Automation Processes for a Single Record

You can view the Automation Processes that have run for a specific record, including detailed status information for each run.

To view Automation Processes for a single record:

  1. In the CSM Desktop Client, open a record (example: Incident).
  2. From the toolbar, select Tools > Current Record Automation Processes.
    A list of Automation Processes that run opens.
    • Select a specific Automation Process, and then select Details to view information about the run.
    • Select Refresh to update the list with new run records.

    If you are navigating through a set of records, keep the Automation Processes run against dialog open to see the Automation Processes that have run for each record.