Within the Workflow Log console, various events performed by the Workflow Service, such us starting, cancelling, or resuming workflows, the state of the service and its versioning processes, warning and error messages related to workflows or workflow automated activities are logged and collated, allowing users the ability to monitor the events that have occurred during the running of workflows and facilitates troubleshooting. The trace logs that were previously included in the Workflow Service Trace control and in the Windows Event Viewer are now displayed in the Workflow Log console.

Details

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The following column headers are displayed by default in the Workflow Log console:

Message type

There are three types of messages that can be displayed in the Workflow Log console:

info.png Information

 warning.pngWarning

 error1.pngError

Users can choose what type of messages to be displayed in the Workflow Log by selecting the top left side buttons.

If all three buttons are selected or unselected, then all types of messages are displayed in the grid.

Note: The selected buttons are displayed with a blue border like in the example above.

Date

Displays the date and the hour when the Workflow Service processes the events.

Context

Displays messages related to the events that are performed by the Workflow Service. For example: Starting workflow, Cancelling workflow, Versioning Engine startup routine.

Description

Displays more details about the context. For example, if the Context is: Starting workflow then within the Description is displayed the name and the GUID of the workflow:

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In the example above, CCH Personal Tax Return Status represents the name of the workflow and db631626-7b8b-4c24-b130-dc56dd0e7e03 represents the GUID of the workflow.

Users can customize the Workflow Log grid using the available fields via the right click menu > Field Chooser:

image.png

Note: The customization made on the Workflow Log grid is saved per user.

Users can perform a basic search on the Workflow Log grid by typing one or more words in the Search box located in the top right side of the console. As the user types in the Search box, the results are returned in the Workflow Log grid.

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The Workflow Log console is not refreshed periodically and users need to use the Refresh button to view the latest messages.

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A tooltip is displayed when the mouse moves over the Description field, allowing users the ability to view the messages which are too long to fit within the field:

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Users can copy the content from any row within the Workflow Log grid and paste it where required by highlighting the row and using the right click Copy option or Ctrl +C from the keyboard. 

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The pasted content includes the details from the copied row and the name of the columns from the Workflow Log grid except the Description column which is displayed in the pasted content as Message. An example of the content that was copied from the Log grid and pasted:

Date: 01/08/2017 23:02:43

Message: Cancelled Publish Document to Portal: 2356b343-af6b-4c85-ae4f-bc17b6b51a1c

Context: Cancelling Workflow; 

Practices can decide the maximum number of rows in the log table, the maximum number of days the log item records are kept and the poll interval the workflow service to run maintenance on the WF.Log table.

Related documents

CCH Workflow 2025.3: Release Notes
The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
VAT Workflow : Quick Start Guide
This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
Progressing the tasks
This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
Progressing workflows
This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
Introduction to the Workflow homepage control
The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.