Instances

The Instances page displays details of all workflow instances An occurrence of a workflow. initiated during the selected date range in the Nintex capabilities for which you have created data connections.

View the Instances page

  1. On the upper-right of your Nintex Insights workspace home page, click Insights.
  2. Click Instances in the side navigation menu. The Instances page displays the following details:

Set the date range for instances data

You can select a preset date range or set a custom date range for which you want to display data on the instances page and the Instance usage widget.

  1. Click the date picker .

  2. Click Preset or Custom.

    • Preset: click 30 days, 90 days, 180 days or 1 year.

    • Custom: click a beginning date and an end date in the calendar.

The date range you select will be reflected on both the Instances page and the Instance usage widget. The Instance usage widget displays percentage comparisons based on the date range you select. The comparison is between data for the selected period and a previous period of the same duration.

 

Initiated instance trends

A graph showing the number of instances that are Started, Completed, Failed and Terminated for the selected date range. If you hover the cursor over a specific point the number of Started, Completed, Failed and Terminated workflow instances for that date is displayed.

  • Started: Instances of workflows that have started.
  • Completed: Instances of workflows that have started and finished.
  • Failed: Instances of workflows that have started and ended because of an error.
  • Terminated: Instances of workflows that have started and are ended by a user.

Instances

The Instances section displays the name of the associated workflow and detailed information about the workflow instances.

Column/Field Description
Search workflows Search for specific workflows by workflow name.
Workflow name Name of the associated workflow.
Status Status of the workflow.
Data connection type

Type of data connection. Values can be:

  • Nintex Automation Cloud.

  • Nintex for Office 365: added as a SharePoint Online data connection.
  • Nintex for SharePoint: added as a SharePoint data connection.
Location The location of the workflow. It can be site, list or library for SharePoint and SharePoint Online workflows and the tenant name for Nintex Automation Cloud workflows.
Total instances The total number of instances initiated during the selected date range.
Unsuccessful instances The number of Failed and Terminated instances during the selected date range.
Last activity Date the instance was last updated with a status (Started, Completed, Terminated, Failed).
(More options) Displays the Export CSV option which can be used to export the instances list as a .csv file.

View workflow details

  1. On the upper-right of the Nintex Insights home page, click Insights.
  2. Click Instances in the side navigation menu. The Instances page displays.
  3. In the Instances section, search or scroll to locate the workflow you want to view more details for.
  4. In the Workflow name column, click on the workflow name. The <workflow name> page displays the workflow details. For more information, see Workflows.

Filter instances

Use the Filter option to filter instances displayed in the page by location or last activity.

  1. Click the Filter button located on the top right of the Instances page.
  2. Select the option you want from the Filter type drop-down. The option displayed in the second drop-down depends on the Filter type selected.
  3. Depending on the filter type selected, select one of the following available options in the second drop-down:
    • Location: Select the location of the workflow from the Select filter option drop-down. You can select multiple options.
    • Last activity: Select a date or date range to display the instances of workflows that had its last activity during the dates selected.
  4. (Optional) Click Add filter to add another filter.
  5. Note: After one filter type is selected you can click Add filter to add a filter using the other filter type. After you add filters using both the filter types available the Add filter button is disabled.

  1. Click Apply filter to apply the filter criteria and display the filtered workflow instances.

For more information about the Filter fields and selections, see Filter.