What is a Workflow?

Home Page

Workflows

TABLE OF CONTENTS

• Home Page
• Accessing the Workflow Section
• Workflow Actions

A workflow in Screendragon is a structured sequence of steps that manages how forms, approvals, and tasks move through a process. Workflows ensure that the right people are notified, assigned, and able to take action at the right time.

Screendragon uses workflows to:

• Standardize processes across teams and projects.
• Automate approvals and routing of forms.
• Provide visibility into the current status of forms and who is responsible.
• Maintain accountability by tracking actions and assignments.

Every user has access to a workflow dashboard that displays the workflows they are involved in. This keeps users informed and provides a centralized place to manage ongoing processes.

Accessing the Workflow Section

1. From the Homepage, open the Form Workflow section by clicking on the relevant button in the header.
2. This brings you to the Workflows page, which serves as your personal dashboard.

The dashboard layout includes:

• Export to Excel: Allows you to export the workflow list into an Excel spreadsheet.
• Filter button: Provides filtering options to display different workflow views. Each view can have unique columns configured and display different sets of forms.

Workflow Actions

Each workflow includes a dropdown menu of actions. The following options are available:

• Open in New Tab – Opens the selected workflow in a separate browser tab.

• Print Preview – Displays a print-friendly preview of the workflow.

• Assigned Users – Shows the list of users assigned to the workflow.

• View Files – Lets you open the file to view it in the proofing tool.

• Clone Form – Allows you to send the same form through a new workflow after making minor edits.

• Favorite – Lets you mark a form as a favorite, making it easier to filter and find later.

• Advanced Settings – Enables users to assign or reassign a step to other users or groups.