Each history item contains the following information:

• Step: The name of the step. Click to reveal additional step details (see below).
• Comments: Comments entered by the user at the time the step was completed, if any.
• Started at: The date and time that the step became active and available to the assignee(s).
• Status: The status of the step. The color of the icon along the left side corresponds with the status value:
  • Green - Completed
  • Yellow - In Progress
  • Blue - Pending
• Assigned to: The name of the assignee. If the step has been reassigned at least once, the "(reassigned X times)" link will be displayed. Clicking the link will open the Assignee tab of the step details in a popup (see below).
• Completed at: The date and time that the step was completed.
• Completed by: The user(s) that completed the step.
• Actual duration: The time (in hours, minutes, and seconds) elapsed between the "Started at" date/time and either the "Completed at" (if the Status = "Completed") date/time or the current system date/time (if the Status = "In Progress").

Clicking a step name will display additional step properties in a popup.

• The General tab contains the following information:
  • Task Title - The name of the step.
  • Process Version Name - A link to the step's process version.
  • Start Date - The date and time that the step became active and available to the assignee(s).
  • Due Date - The calculated date and time by which the step must be completed before being categorized as "late." This value is only available for steps that have their duration value set (in the Step Properties section of process builder or in the Gantt chart).
  • Completed Date - The date and time that the step was completed. This value will only be displayed if the step has been completed.
  • Duration - The time (in hours, minutes, and seconds) elapsed between the "Start Date" date/time and either the "Completed Date" (if the Status = "Completed") date/time or the current system date/time or Due Date (if the Status = "In Progress").
  • Risk (available from version 8.2) - The Step risk (for active steps that have a Due Date in the past).
  • Pending Duration (available from version 8.2) - The amount of time that the step has been in "Pending" status (if it all).
  • Swimlane - The name of the Responsibility, as defined in the Process Designer.
  • Priority - The priority value configured for the step.
  • Comments - Comments entered by the user at the time the step was completed, if any.
  • Description - The Description configured for the step, if any.

• The Assignee tab contains the following information:
  • Assigned to - The entity assigned to complete the step.
  • Completed by - The user(s) that completed the step. This value will only be displayed if the step has been completed.
  • Audit Trail - Information related to any reassignment that occurred, including the date of the reassignment action, who reassigned the step, as well as the previous and then-current assignee.

• The Layout tab displays the step's configured layout.
  Note: The Layout tab will not be displayed if the Step's Layout Type = "Form."

• The Checklist tab displays a read-only view of any checklist items configured or added to the step by users.

• The Time tab displays all time entries for the step. Time entries may be edited or deleted from this screen, however new time entries may not be added.

• The Tasks/Issues tab displays all tasks/issues related to this step or the process instance as a whole. Tasks/issues may be edited and deleted from this screen, however new tasks/issues may not be added.

• The Data tab displays the custom data fields configured for the step, if any.

• The History Details tab contains the following information:
  • Instance Details tab
  • Reminders tab (if any)
  • Escalations tab (if any)
  • Variables tab (if variables have been configured for the current process instance)

The following actions can be performed on the History tab:

• Sort the current history view. This option is available for the ungrouped History Timeline and History Table views only.
  The view may be ordered in either ascending or descending order and sorted by: 
  • Start Date
  • Completed Date
  • Step Name

• Show history timeline. This view is active by default and displays the linear history timeline.

• Show history timeline grouped by step name. Clicking this button will display the history timeline, grouped by step. This is particularly used for processes that loop back over previous steps. The "Completed n times" button will appear for any step grouping that has been completed at least once before the current state.

Clicking the "Completed n times" button will display the ungrouped, linear history timeline filtered down to the desired step only. This allows the user to review the history details for the desired step.

When the history timeline is filtered, an eye icon will be shown next to each history item. Clicking this icon will remove the filter and display the desired step within the ungrouped, linear history timeline. The step will also be highlighted for a short time.

• Show history table. This button displays step history in table view.

To filter the items displayed in the History:

• Click the Add Filter button
• Select a field to filter by.
• Click the confirmation checkmark button. (Click the cancellation x button to go back.)
• Select an operator which will determine the query conditions.
• Specify the value against which the filtered field will be compared, according to the operator.
• If more than one filter criterion has been entered, modify the Filter Logic, as desired.