About Actions Reporting
After you set up your actions, you’ll probably want to check on their status! With tickets you can go to the follow-up page, but is there a better way to see all the actions triggered by your survey?
In the actions tab, the Reporting section provides information on the actions you set up in the Editor section.
The workflow name is the name of the action the task is connected to. It’s the same name that appears in the top bar of an action inside the Editor section.
If you edit the action’s name, the Reporting section changes to reflect this.
Filtering by Workflow Name
You can filter by the name of an action. You can choose all actions, or one at a time.
What Starts the Action
In the What starts the action column, you will see each event which triggered the action workflow. For example, if you wanted to see all actions triggered by Salesforce Workflow Rules, you can filter by that event type. To see all of the available event types, read the section about events on the Actions Basic Overview page.
In the tasks column, you will see each task connected to the action. For example, if you want professors to be assigned a ticket and sent an email when a student reports struggling with a class, you will see the status of the ticket and the email separately, so you know which one to modify if there’s an issue.
Filtering by Task
You can filter by the task performed in the action workflow. For example, if your email server crashes and follow-up emails couldn’t be delivered to your recipients, you can filter for Send Email tasks and retry any that failed.
This column tells you the date and time a task was triggered. Note that this is affected by your account’s timezone settings.
Each task within an action gets a status. There are three:
- Completed: The task was executed. For an email task, this means it left the Qualtrics server.
- Failed: The task did not trigger. This is usually caused by an error in the set-up of the task. For example, if you enter an invalid email into the email task.
- Timed Out: The task timed out. Often times this means the Qualtrics server didn’t receive a response for the task. For example, the end point in your web-service task is a custom end-point from your website that is loading slowly. When your server gets back online, the web-service will also load appropriately.
Filtering by Status
You can view tasks of all three statuses at once, or you can look at one status at a time.
For example, filtering by Failed allows you to see if one task in particular keeps failing, so you can go back and edit it.
Click on View in the Details column to pull up the JSON payload for the action. The JSON payload is particularly useful if your action has failed, as it will contain information as to what caused the action to fail. The JSON payload will appear in a pop-up after you click View.