Table of Contents

• Overview

• View Approval Histories

• What Information Is Displayed

• Status Types in Approval Histories

• How Approval Histories Help Users

• Using Approval Histories for Troubleshooting

• Best Practices

Overview

Approval Histories record and display all events related to an approval workflow, including submission time, approver details, evaluation results for each step, system-generated messages (pass, fail, skip), comments supplied by approvers, and the final approval status.

Purpose

The purpose of Approval Histories is to provide a comprehensive audit log that supports users and administrators in understanding how and why an approval outcome occurred. By capturing step evaluations, approver decisions, timestamps, and system messages, Approval Histories make it easier to troubleshoot approval failures, validate workflow configurations, and maintain compliance for internal reviews or external audits.

Approval Histories provide a detailed audit trail of every approval action performed on Subscriptions, Invoices, or Quotes. This log helps users, approvers, and administrators understand:

• When approval steps were triggered

• Who approved or rejected

• Why a step failed

• System-generated messages

• The sequence of events in the approval workflow

Approval Histories ensure transparency, compliance, and traceability throughout the approval process.

View Approval Histories

Approval Histories can be accessed in two ways: from an individual record or through the Logs page.

A. From the Object Record

For any Subscription, Invoice, or Quote:

• Open a record.

  • Example, on the left navigation pane, click Contracts & Orders → Subscription Contracts.
    The Subscription Contracts page is displayed.
    

• Click Approval History from the ellipse (⋮) menu for which you want to view the approval history. The Approval Histories page for that specific record is displayed.

B. From the Logs Page

Admins or auditors can view all approval logs in a consolidated view.

• On the left navigation, click Operations → Logs → Approval Histories. 
  The Approval Histories page is displayed, listing all approvals across objects

What Information Is Displayed?

Approval Histories include:

Submission Details

• Submitted By

• Submission Date

• Object Type & ID

Step Evaluations

For each step in the workflow, the log shows:

• Step number

• Evaluation result (Pass / Fail / Skipped)

• System-generated message

• Validation errors (if any)

Approver Actions

If manual approval is required, the log will include:

• Approver Name

• Approval Decision (Approved / Rejected)

• Decision Timestamp

• Comments (optional)

System Messages

The system logs messages such as:

• “Step passed” (not displayed, but recorded internally)

• “Step 2 failed – Invalid evaluation criteria.”

• “Entry criteria not met.”

• “Approval completed successfully.”

Status Types in Approval Histories

How Approval Histories Help Users

For Submitters

• Understand why a submission was rejected or failed

• Trace which steps needs correction

• Review system messages

For Approvers

• View record details before taking action

• Understand conditions that triggered approval

For Admins

• Verify if approval processes are configured correctly

• Troubleshoot misconfigured criteria

• Audit approval events across the organization

Using Approval Histories for Troubleshooting

Approval Histories help diagnose issues such as:

• Incorrect entry criteria

• Wrong field names (case sensitivity issues)

• Steps not triggering as expected

• Unexpected approval failures

• Missing approver configurations

Example failure message: “Step 1 failed – Error evaluating criteria: Field ‘contract_term’ not found.”

Best Practices

• Always review Approval History before resubmitting failed approvals.

• Admins should regularly check logs for repeated failures (indicating misconfigured workflows).

• Use filters to locate issues for specific users or object types.

• Ensure approvers add comments for rejections to improve clarity.