The History tab contains a record of all automation executions and is located inside the Automations Directory. Automation history will reflect all automations that have been executed after the 25.06 release.
NOTE: Your firm must have NeosAI Platinum. You must have Enabled, Add, Modify, and Delete permissions, as needed to Directories > Automated Workflows to access, create, edit, and delete automation workflows.
You must also have Delete permissions to Directories > Automated Workflows to remove a selected automation.
To access the Automated Directory:
Navigate to Settings and select Automations (under the User Defined section). Select the History tab.
The History tab contains the following columns. Only the Executive Date/Time column can be sorted.
Execution Date/Time – Sorted by newest to oldest by default. Displays the date and time of the last execution.
Case/Intake – Displays the [Case Name/Party Name] ([Case/Intake #]) where the automation last triggered. Click the link to open the Case/Intake in a new Neos tab.
NOTE: If the automation executes on an Intake that is deleted, the Case/Intake column will show blank.
Automation Name – Displays the Automation Name from the Directory tab.
Trigger Staff – Displays the Staff name that triggered the automation.
Case Types – Displays the Case Type of the trigger Case/Intake.
Trigger – Displays the Automation trigger from the Directory tab.
Actions – Displays the action(s) from the Directory tab.
Search Automation History
Use the search bar above the grid to locate automations where your entered text exists within the Automation Name column. The search allows for letters or numbers and partial matches.
Filter Automations
Use the Filters button above the grid to find automations by the following:
Case/Intake – Enter a Case/Intake number to filter the automation history to a single Case or Intake. The search criteria can be changed within the Select a Case window.
Trigger - Select the type of trigger to filter automations. Trigger is a single-select field.
Case Types – Select one or more case types or "All" to filter automation executions.
Trigger Staff – Select one or more staff to show all executions triggered by that user.
Actions – Select from the list of actions where automations have been associated.
Execution Date Range – Select the date range for automations that have executed.
New automations can be added from the + Add Automation button.
Single-click an automation to access the preview pane.
The Workflow Settings tab can also be opened when double-clicking an automation entry from the list view.