Where do I view all workflows?

Overview

Administrators can access a listing page within Spendflo that displays all workflows. The page provides a table view of workflow details such as workflow name, workflow type, owner details, created date, status, tags, and quick actions.

Columns on the Workflows Page

Column	Description
Name	Displays the workflow title created by the admin.
Workflow Type	Indicates the type of workflow — such as Purchase Request, Renewal, or Other. This helps you quickly identify the purpose of each workflow at a glance.
Created By	Shows the name of the person who created the workflow.
Created On	Indicates the date the workflow was created.
Status	Reflects the workflow’s current state – either Active or Draft.
Tags	Lists any keywords or labels assigned to the workflow for easier filtering and organisation.
Actions	Provides quick action options to manage the workflow directly from the listing page.

Filtering and Sorting

You can use the Search bar to look up a specific workflow by name, or use the Filters option to reorder and narrow down workflows by status, type, or other criteria – making it easier to find what you need when the list gets long.

Adding a New Workflow

To create a new workflow, click the + Add Workflow button at the top right of the page. This will open the workflow creation flow where you can configure the steps, assign owners, and set the workflow type.