Before we get started
- You can only assign a workflow if you are an admin or owner of the organization.
- You can only assign a workflow via the web portal.
Assign a new version of a workflow to a team
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 you want to create a form for.
Step 3: Click on Templates
Step 4: Click Workflows
Step 5: Click on the three dots
Click on the next to the workflow
Step 6: Click Details
Step 7: Click Upgrade
Step 8: Click Upgrade assignment
Step 9: Unassign the older version
Click unassign to remove the older version of the workflow from your team. All members who have started the workflow will still have the possibility to complete the workflow.
And that's how easy it is!
We hope this article is to assign a new version of the workflow to your team. If you have any questions or concerns, please do not hesitate to contact our customer support team at email@example.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!