Track Your Advocate Processes

Processes help you monitor activity related to your calculated fields and the Participants table. Whether you’re recalculating custom data points or refreshing stats for specific users, this page gives you visibility into what’s been done, by whom, and when.

You can use the Processes list to troubleshoot updates, verify that stat refreshes completed successfully, and check for any issues.

1. From the left navigation menu, select [Engage] → Data Sources.

2. Next, from the list of options, select Processes.

Why use Processes?

Processes are especially useful when you’ve made updates to a calculated field and want to ensure the changes have been applied to the correct participant records. Once a recalculation is triggered, a background process runs to apply that logic, and the status of that process is then recorded here. It provides assurance that updates have been processed as expected.

Check the Processes page after:

• Triggering a refresh of a calculated field

• Checking the last time it was updated

Processes reference table

Column	Description
Name	The type of process that has run, e.g., Participant stat refresh.
Started By	The email address of the user who initiated the process.
Date Created	When the process was triggered.
Processed Rows	Number of participant records that were affected by the update.
Elapsed Time	How long the process took to complete.
Errors	Any errors that occurred during processing. A value of 0 indicates success. If you experience any errors, please contact support for assistance.