Workflow Diagnostics
Checks on your automated workflow rules: which ran, which are waiting and which failed.
Why and when you use it
A rule that silently fails is worse than no rule, because you think you are protected when you are not. Workflow Diagnostics shows what your rules actually did. The administrator should check it after creating a rule and then every week.
Before you start
- Set at least one rule in Workflow Rules
Step by step
- Open Workflow DiagnosticsOpen Workflow Diagnostics from the Stockivio ERP menu.
- See what ranCheck the rules that ran and on which documents, to confirm they fire when expected.
- Look at what is waitingItems that are waiting usually need someone to act, often in the Approval Queue.
- Investigate failuresFor a failed item, read the reason, then fix the rule in Workflow Rules or the document that caused it.
- RecheckAfter fixing, trigger the case again and confirm it now shows as run.
Worked example
Mehta Medicals set a rule on 1 Nov 2026 that purchases above ₹50,000 need the owner's approval. On 12 Nov the owner notices he has not been asked to approve anything, though large orders came in.
- Open Workflow Diagnostics.
- He sees two failed items for the purchase rule.
- He reads the reason shown for each failure.
- He corrects the rule in Workflow Rules and asks the assistant to save a test purchase.
- Diagnostics now shows the rule as run and the request waiting in the Approval Queue.
Result: The approval rule works again, and the two earlier purchases are reviewed by hand.
💡 Tips
- Check here every time you change staff roles; rules can depend on who is allowed to approve.
- Waiting items that stay for days usually mean nobody is clearing the Approval Queue.
⚠️ Common mistakes
- Fixing the rule but not reviewing the documents that slipped through while it was failing.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Workflow Diagnostics.
- Scene 2: Show ran, waiting and failed items.
- Scene 3: Open a failed item and read the reason.
- Scene 4: Fix the rule and show it running.