How to Bulk Upgrade a workflow to multiple teams

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 

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!