Create a Workflow

Overview: Learn how to configure a workflow in SprySign.

1. In the "Packet Settings", you can view any forms that have been added to a packet at the top of the screen. You can drag and drop to re-order the questions if necessary. 

2. Begin in Basic Info Section. First, add a Packet Name.

3. Next, add a Packet Description.

4. Next, scroll to the Sender section. Here, select the users/user groups who can initiate this packet. These people cannot edit the packet. Need to create a self-service form? Follow this guide.

5. Click to Select the user role. 

6. Choose the user role from the dropdown menu.

7. Click the blue "Next" button.

8. Then, select the Sender.

• If this is a workflow that all coaches should have access to, choose "Add by team". Then, select "All teams" (pictured below).

• If this is a workflow that all student-athletes should have access to, choose "Add by team". Then, select "All teams".

• If this is a workflow that all admins should have access to, select all admins. 

9. When finished, click the blue "Next" button to assign sender permissions.

10. Scroll to the Workflow section. If a workflow is required, click "Add Step".

11. First, name the step. Here, you can use up to 10 words.

12. Then, select the User role who will be assigned this step in the workflow.

13. Proceed by selecting which users will be required to complete this step of the workflow. If this is a form that can be accessed by all coaches or all student-athletes, you should select "Add by team" then choose "All teams". 

14. Next, choose an action for this step in the workflow. Click to view the dropdown menu of actions.

• Fill out forms: User will be required to complete the form.

• Receive an email notification: User will be sent an email notifying them of a step in the workflow.

• Approve with signature: User will be required to view the form and add a signature to approve.

• Approve without signature: User will be required to view and approve the form without signing.

15. Then, choose the Field this action applies to. 

Note: You can choose "Customize fields" which will allow you to apply the action in this workflow to certain form questions rather than all. Simply click the question/field to select or deselect. If you have multiple forms in the packet, they will appear as tabs at the bottom of the screen. 

16. If you need to add an additional step, click "Add Step". Then, repeat steps #11-15 above.

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