Learn how to bulk upgrade a new workflow version to multiple teams
Before we get started
Take note:
- You need to be the Admin or an Owner of the organization
Bulk upgrade a Workflow
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 your organization.
Step 3: Navigate to the Workflow template
Click Templates-> Workflow
Step 4: View Workflow details
4.1 Click on the three vertical dots icon on the far right of the workflow
4.2 Click on Details to view all the teams that the workflow has been assigned to
Step 5: Select all the teams that require a workflow version ugrade
Click on the check box along the far left. Manually select each team or " Select all"
Step 6: Upgrade workflows
Click " Upgrade"
Step 7: Confirm Upgrade
Click "Upgrade"
Step 8: Unassign the older workflow version
8.1 Click on "Settings"
8.2 Click on " Teams"
8.3 Navigate to the team that is assigned the workflow you would like to unassign. Click on the " Workflows" button.
8.4 Click the three horizontal dots on the far right of the workflow.
8.5 Click " Unassign"
And that's how easy it is. We hope this article helps in bulk upgrading a new workflow version to multiple teams. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!