The Action History page provides two sub-tabs where admins can review the status of Take Action jobs and the individual actions taken 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.
Job Status in Action History
The Job status tab shows the following details for every Take Action job:
- Executed Time
- Action Taken By
- # of People or Accounts
- Status
- Status Detail
Filter the table using the following:
- Date range
- Job status
- Action taken by
Action Status in Action History
The Action Status tab show the following details for each action within a Take Action job:
- Executed Time
- Action Type
- Person
- Account
- Action Detail
- Status
- Action Taken By
- Status Detail
Filter the table using the following:
- Date range
- Job status
- Action type
- Action taken by