Overview
As an administrator, you have visibility and control over all workflows across your entire FormAssembly instance from the Admin Dashboard. This centralized location allows you to view, search, manage, and maintain workflows regardless of who created them.
Requirements
The All Workflows page is available to admin users on Team and Enterprise plans.
The All Workflows List
The All Workflows page displays a comprehensive, sortable list of all workflows in your instance.
The table includes the following columns:
- Status - Active or Archived
- Workflow ID - Unique identifier for the workflow
- Name - The workflow's display name
- Owner - The user who owns the workflow
- Completed - Number of completed workflow responses
- In Progress - Number of workflow responses currently in progress
- Total - Total number of workflow responses
- Completion Rate - Percentage of workflow responses completed
- Avg Duration - Average time to complete the workflow
- Last Completed - Date and time of the most recent workflow response completion
- Last Modified - Date and time of the last modification to the workflow
Search for a Workflow
Quickly find specific workflows by searching for workflow names or IDs.
View Workflow
To view the published workflow:
- Locate the workflow you would like to view in the All Workflows list
- Click the action menu (vertical ellipsis on the right) for the workflow
- Select View Workflow
Archive/Unarchive Workflows
Archiving a workflow disables a workflow without deleting it. When archived, past responses can still be reviewed, and the workflow can still be edited.
- Locate the workflow in the All Workflows list
- Click the action menu for the workflow
- Select Archive to disable the workflow
- To reactivate, select Unarchive
Delete Workflows
This action will permanently delete your workflow. All data collected by this workflow will also be deleted. Deleting your workflow will not delete the forms that make up the workflow.
- Locate the workflow in the All Workflows list
- Click the action menu for the workflow
- Select Delete
- Confirm the deletion
Transfer Ownership
To reassign ownership of a workflow to another user:
- Locate the workflow in the All Workflows list
- Click the action menu for the workflow
- Select Transfer Ownership
- Choose a new owner from the available users
- Confirm the transfer
View Owner Profile
View a workflow owner's profile to see their account details and assigned user permissions, and quickly handle any needed user administrative tasks.
- Locate the workflow in the All Workflows list
- Click the action menu for the workflow
- Select View Owner Profile