Assign open errors in a flow step to users for troubleshooting, and get your flows quickly working as required. A good practice for error resolution would be to:
- Assign errors to users who've run into similar errors, have expertise in a specific area, or the like
- Use tags to provide context or priority for the assigned errors
Error assignment overview
Based on whether you assign errors to new or existing users in an integration, the assignment includes the following aspects:
What to do | Who can do it |
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Invite users if they're new to the integration or the platform
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Assign errors to new & existing users |
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Notify about assigned errors to new & existing users |
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Invite new users
if the Invitations feature is enabled in an account, before or when you assign errors, invite new users from either of these places:
Invitation | Path |
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Assign errors & invite users in one go – From the Errors list of a flow step, assign selected errors & simultaneously invite users in one go. A new user is automatically sent an invitation link when an error is assigned. |
Errors list > Assign errors > Assign to new user |
Invite users & then assign errors – From the integration (Users tab), invite users and then assign errors from the Errors list. |
Integration > Users > Invite user |
- Assign errors or invite new users because the Assign button will be disabled
- View +Invite users in the Users tab of an integration because it is not shown
Invitation status
After a new user is invited, view the status of the invitation in the Users tab of an integration or the Assign errors box of the Errors list (see below).
The user must accept the invitation, after which the user name is shown instead of the email ID. Only after a user accepts the invitation can they view assigned errors in the platform.
Assign errors to users
You can select single or multiple open errors in the default unified error view and then assign them to your colleague/peer or someone with deeper knowledge for investigation or troubleshooting. The assignee will be only a single user.
When a user is assigned or unassigned from an error, the platform sends a notification to the user after a wait time of 15 minutes. Any other errors assigned during this time are also included and sent together in a single notification.
To assign errors,
- In the Open errors list, check a single or multiple errors to assign.
- For a single error, click the Assign errors button in the row or Error Details section.
- For multiple errors, check the box next to the errors and then click the Assign errors button at the top of the list.
- Select an existing user from the list. If you'd like to assign errors to a new user, enter the email in Assign to new user. An invitation to the integration (with only monitor permission) is automatically sent for a new user.
Note: Non-admins can invite new users only if the Invitations feature is enabled in the account.
- Click Assign. After a short wait, the platform will trigger email notifications to users for assigned errors.
Tip: Anyone can unassign an error by clicking the assignee name and then clicking Clear assignment.
Notify users of assigned errors
When you're assigned/unassigned errors, you'll receive email notifications so that you're informed and can work on them as required. A single email notification can include a maximum of 25 errors. Each notification is independent and contains errors within a 15-minute interval period when an error is assigned or unassigned. Click the View assigned errors link to view and investigate the errors in the platform.
Note: The platform does not send notifications for self-assigned/self-unassigned errors.
Email notifications are sent based on whether you've assigned errors to new or existing integration users.
Notifications sent to new users
- New users (new to the Celigo platform) will receive an invitation link to the platform and notifications of any assigned errors.
They must first sign up to the account in the Celigo platform using the invitation link, and then view the assigned errors. - New users (new to the integration) will receive an invitation link to an integration and any notification of assigned errors.
They must sign in to the integration using the invitation link, and then view the assigned errors.
Notifications sent to existing users
Existing users will receive notifications of any assigned errors.
Filter assigned errors
You can filter and view errors assigned to specific users and manage them more effectively. For instance, filter errors you've assigned to a new user and then decide if you want to reassign a few of them to yourself or anyone else due to approaching deadlines. Similarly, you can view assignees (read-only) and filter on specific users in the Resolved errors list.
- Click the filter button.
- From the list, check the box next to any assigned user for filtering. Note that you can filter based on any assigned user and tags.
- Click Apply. You can see errors based on the filter. When a filter is applied, the filter is shown with a blue dot.
To go back to the errors list, use one of the following options:
- Click the filter button and Clear filter.
- Click the filter button, then select All errors and click Apply.
Automatically assign errors to users – scenarios
The below table (Table 1) indicates when errors with the same retry data key are automatically assigned to the same user.
Scenarios | How it works… |
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Open errors |
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The below table (Table 2) indicates when errors with the same trace key and no retry data key are automatically assigned to the same user.
Scenarios | How it works… |
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Open errors |
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