Learn how to add a submissions overview step.
What is a submissions overview?
A submissions overview is a stage within the workflow that allows users to view data of previously submitted tasks. This is useful in instances where one would need to see which data was previously submitted in order to complete an upcoming task.
Take note
- A submission overview step can include multiple previously submitted tasks from the same workflow.
- You can only create a submissions overview step if you are an "owner" or "admin" of the organization.
- You can only create a submissions overview step via the web portal.
Add A Submissions overview step
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner and select the organization.
Step 3: Click on Templates
Step 4: Click on workflows
Step 5: Build a workflow or edit an existing one
Build a workflow to include at least two forms to which the submission overview will be determined. One form has to be before the submissions overview node and the other afterward.
Step 6: Add a Submission overview node
6.1 In between two forms, right-click on your mouse to reveal the node menu. Select the Submissions overview node. Connect the submissions overview node on both ends to your form through the dark blue circle by drawing a line from one dot to the other.
6.2 Draw a line from the light blue circle in the submissions overview node to the preceding form node. This is to indicate which task will be receiving the submissions overview.
6.3 In the submissions overview node, check the square box to indicate which form data will be included in the submissions overview
Step 7: Publish your workflow and assign it to your team
Once you've built your workflow to completion. Click Publish on the top right corner of the workflow builder and assign the workflow to your team.
And that's how easy it is!
We hope this article is helpful in adding a submissions overview step in a workflow. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!