What is a workflow error?

Workflow errors in ClientTrack often occur when a user attempts to create a new workflow instead of resuming a paused one, or due to missing data required for specific steps.

Here are the primary troubleshooting steps for resolving ClientTrack workflow errors:

  • Resume, Don't Restart: If a workflow is interrupted, go to the Home workspace and select Pause Workflows to find and continue your previous work rather than starting over, which causes errors.

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  • Clear Paused Workflows: If you have multiple or stuck workflows for the same client, delete them by clicking the "X" and try initiating the process again.

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  • Try a Different Browser: We recommend using Google Chrome as this is what the engineers at ClientTrack use during development.
  • Verify Login Details: If errors occur repeatedly, double-check that you are logged in under the correct Organization and Workgroup

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