The Workflows list is the centralized starting point for Connected Workflows in the Samsara dashboard. If you are a fleet, safety, or operations manager, you can use it to view saved workflows, build new templates, edit workflows, assign forms, start submissions, and open workflow details.
Each workflow is based on one form template. If you select the arrow ( ) on a form template, it opens workflow details. The workflow details view includes Summary, Submissions, Issues, and Reports for that workflow. You must be a Full Admin, or have Forms access, to view these details.
You can use the Workflow list to find templates, assign forms, start submissions, or open a workflow.
From the Samsara dashboard, select Workflows ( ). This view lists all workflow templates saved to your organization. You can search and filter the list.
From this view, you can:
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Build a new template in the template builder.
For more information, see Create Digital Forms.
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Open starter templates from the Template Library.
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Edit, duplicate, or delete a workflow.
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Assign a form to drivers or assets.
For more information, see Assign Form Tasks to Users.
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Start a form submission.
For more information, see Complete a Digital Form.
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Select a workflow to open its workflow details.
If you select the arrow ( ) on a form template, it opens workflow details. The view includes four views: Summary, Submissions, Issues, and Reports. Use the date range and tag filters to limit the data in Summary, Submissions, and Issues for that workflow.
The Summary view displays key metrics and actions for the workflow you opened.
Select Submissions to review submissions for this workflow only. The list matches the functionality of Workflows ( ) > Submissions, filtered to this workflow. For more information, see Connected Workflows Submissions Dashboard.
Select Issues to review issues for this workflow only. The same issues list is also available from Workflows ( ) > Issues, filtered to this workflow. For more information, see Report an Issue through Connected Workflows.
Select Reports to open related reporting for this workflow. View reports and Create Report open Advanced Custom Reports.
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