Workflow Actions Panel

The workflow information panel provides a summary of the current step in the process. It displays the status of each assigned user, allowing you to quickly see who has completed their required action and who still has an action pending. This overview helps track progress, identify potential delays, and ensure that all necessary approvals or inputs are received before the workflow can advance to the next step.

Note: Like most items in Screendragon, what you see depends on how your instance is set up and the permission level assigned to you. 

 Accessing Workflow Actions

1. Navigate to the workflow you are reviewing.
2. Locate the actions column and click the icon.

Open in New Tab

Opens the workflow item in a separate browser tab, allowing you to review details without losing your place in the current list view.After making adjustments or updates to the workflow, return to the previous tab and refresh the page to view the changes.

Print Preview

Generates a printer-friendly version of the workflow item, making it easy to print or save as a PDF for offline review.

Assigned Users

Displays a list of all users assigned to the current workflow step, helping you see who is responsible for actions and approvals.

Clone Form

Creates a copy of the workflow form, enabling you to start a new workflow with the same structure and information while making any necessary edits.

Favorite

Marks the workflow item as a favorite, allowing it to be quickly filtered or accessed from the favorites list in your dashboard.

Advanced Settings

Provides additional configuration options for the workflow, such as reassigning steps, modifying permissions, or adjusting workflow logic as needed.