The Workflow Summary (Workflows on the left-hand navigation menu) lists every workflow in your company alongside its key details, so you can see what is going on without opening each record. Alongside the built-in columns such as Title and Reference Number, any shared, required form field that a designer has opted in with the Display on Workflow Summary switch appears as its own column, headed by that field's label.
This surfaces the information that matters most - the values captured on each workflow's form - so the summary becomes a single place to compare workflows at a glance.
Restrictions
Only fields opted in with the Display on Workflow Summary switch appear as columns. A designer must opt the field in on the form before its column is available.
Columns are company-wide for the shared field. Per-workflow column visibility is not available.
Column values are taken from the workflow's form submission only - not from other workflow data.
Repeater fields and their child fields never appear as columns.
Quick Steps
Select Workflows from the left-hand navigation menu to open the Workflow Summary.
Find the column headed by the field's label - opted-in field columns appear in addition to the built-in columns such as Title and Reference Number.
Read the value each workflow captured for that field on its form submission.
How Column Values are Chosen
One column per opted-in field. Each field opted in to the Workflow Summary gets its own column, headed by the field's label.
Values come from the form submission. The cell shows the value submitted on that workflow's form - not other workflow data.
Empty values are skipped. If a form submission contains more than one value for the field (or earlier empty entries), the empty values are skipped and the first non-empty value is displayed.
Blank cells are expected. If every value for the field is empty, the cell is blank - no error and no placeholder text. A workflow whose form did not opt the field in also shows a blank cell in that column.
New Columns Need a Refresh
When a designer opts in a new field, the new column is not shown on a Workflow Summary that is already open. Refresh the page - the column then appears, headed by the field's label.
Important: The Workflow Summary does not update its columns live. Always refresh the page after a field has been opted in to see its column.
Important: A blank cell means the workflow's form did not capture a value for that field - it is expected behaviour, not missing data.
Further Information
To opt a field in to the Workflow Summary, see Display a Dynamic Form Field on the Workflow Summary. For the field settings on the form, see Dynamic Forms: Form Field Details, Properties, Rules. For opening workflow records and their process steps, see Viewing Workflow Records and Process Steps. For how form values are captured, see Submitting a Dynamic Form. For managing the tasks generated by workflows, see Managing Workflow Tasks - Escalation, Reassignment, and Notifications.