> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insight.nobly.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Monitoring & administration

> Track workflow instances, read the history timeline, handle failures with error nodes and replay, and manage environment variables and secrets.

All administration pages live under **Settings → Admin → Workflow** and require administrator access.

## Workflow Definitions

The **Workflow Definitions** page lists every workflow with its name, ID, status badge (**Draft** / **Published**), anchor type, and creation and publish timestamps. Filter by name, status, or anchor type; click a row to open it in the [designer](/workflows/designer).

## Workflow Instances

The **Workflow Instances** page searches across every run of every workflow. Filter by:

* **Workflow** (multi-select)
* **Status** — `Running`, `Failed`, or `Completed`
* **Anchor** — document or WorkView, optionally a specific ID (to answer "what workflows touched this document?")
* **Date range**

Results show the workflow, the current step (by display name), status, timestamps, and the anchored document or object, loading more as you scroll.

### Instance detail

Opening an instance shows everything about the run:

* **Variables** — the instance's current variable bag
* **Live tasks** — task transitions currently waiting for a user
* **Timers** — armed timer transitions and when they fire
* **History** — the full append-only audit timeline

Each history event records what happened, where (node and action), who caused it (the user, or the service account for automated steps), and when:

| Event                                                   | Meaning                                                                       |
| ------------------------------------------------------- | ----------------------------------------------------------------------------- |
| `instance.created`                                      | The run started — records the trigger, seed variables, and definition version |
| `node.entered` / `node.exited`                          | The instance arrived at / left a step                                         |
| `transition.fired`                                      | An edge was taken                                                             |
| `action.started` / `action.completed` / `action.failed` | An action ran                                                                 |
| `instance.completed`                                    | A terminal node was reached (or `Workflow.End` ran)                           |
| `instance.failed`                                       | The run halted on a failure with no error node to absorb it                   |
| `instance.replayed`                                     | An administrator replayed a failed run                                        |

## Handling failures

When an action fails:

1. The instance's variables roll back to their state at node entry
2. The instance routes to the **error node** — the node-level override if set, otherwise the workflow-level one — with two variables describing the failure: `instance._error.action` (which action failed) and `instance._error.message` (why)
3. If no error node is configured, the instance is marked **Failed**

A failed instance is never lost: from the instances list you can **retry** it, or **replay** it — optionally correcting variables first when bad data caused the failure. The engine does not retry automatically, so design error nodes for the failures you expect (for example, a task transition asking someone to fix a keyword and try again) and use replay for the rest.

## Environment variables and secrets

The **Workflow Variables** page manages the configuration workflows reference:

* **Environment variables** (`env.<name>`) — plain-text settings such as an SMTP host, shared by all workflows
* **Secrets** (`secrets.<name>`) — encrypted at rest, decrypted only at the moment an action parameter is resolved, never written to history, and audit-logged on access. Secrets cannot be used in guards or trigger filters.

Keeping host names and credentials here — rather than hardcoded in definitions — lets the same definition move between environments unchanged.

## Troubleshooting

| Symptom                              | Likely cause                                                                                                                                 | What to do                                                                                          |
| ------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------- |
| Events happen but no instance starts | The workflow is a draft, the item is outside the scope, the trigger filter doesn't match, or an active instance already exists for that item | Publish the workflow; check scope and filter against the event; look for the existing instance      |
| An instance sits on a node forever   | A non-terminal node with no passing transition — guards are evaluated once on node entry                                                     | Check the node's transitions and guards; validation warns about nodes with no outgoing transitions  |
| An instance is `Failed`              | An action failed and no error node was configured                                                                                            | Open the history to find the `action.failed` event, fix the cause, then replay                      |
| A user can't see a task              | The task's **Visible to** groups don't include them                                                                                          | Check the transition's visibility groups against the user's group membership                        |
| An email action fails                | SMTP settings missing or wrong                                                                                                               | Confirm the `env.*` / `secrets.*` values the action references exist on the Workflow Variables page |

## Where to read next

<Card title="Building workflows in the designer" icon="pen-ruler" href="/workflows/designer" horizontal>
  Error nodes, validation, and the publish flow these pages monitor.
</Card>

<Card title="Administration & governance" icon="gear" href="/features/administration" horizontal>
  Platform-wide audit, permissions, and observability.
</Card>
