The Action History page allows admins to review the status of Take Action jobs and individual actions performed on accounts and people. See Understanding Take Action.
Prerequisites to Access Action History
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Access Action History
From the left navigation bar, go to Settings > History > Action History.
View Take Action Job Status
The Job Status tab shows the status of each Take Action job, including the following details:
- Executed Time: When the job was executed.
- Action Taken By: User who initiated the job.
- # of People or Accounts: Number of people or accounts included in the job.
- Status: Current status of the job.
- Status Detail: Additional information about the job status.
You can filter jobs by Date Range, Job Status, or Action Taken By.
View Individual Action Status
The Action Status tab shows the status of individual actions within Take Action jobs, including the following details:
- Executed Time: When the action was executed.
- Action Type: Type of action performed.
- Person: Person associated with the action.
- Email: Email address of the person.
- Account: Account associated with the action.
- Action Detail: Additional information about the action.
- Status: Current status of the action.
- Action Taken By: User who initiated the action.
- Status Detail: Additional information about the action status.
You can filter actions by Date Range, Job Status, Action Type, or Action Taken By.