This article outlines what it means to execute a workflow from an existing one and how to set the action.
Before we get started
- You can set the action to execute a workflow from an existing one if you are an "owner" or "admin" of the organization.
- You can only set the action to execute a workflow from an existing one via the web portal.
Execute a workflow from an existing one.
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
Depending on the reason for setting this action, you might consider building a workflow that only executes multiple other workflows at the same time or editing an existing one where at a certain stage in a process, a new workflow is started.
Step 6: Assign a role responsibility
Assigning a role responsibility in this context would mean determining which workflow will be executed. Click on the three dots in the right-hand corner of your screen. Select role responsibilities.
6.1 Select 'Specific workflow' as the "Type" and enter the title of the workflow. Click add to save.
Step 7: Add the Execute workflow node
Navigate to the stage in your workflow where you would want to trigger the start of another workflow. This could be after a form submission, the generation of a report, or when a condition has been met. Right-click on your mouse to display the mode menu. Select the Workflow node.
Step: Publish your workflow and assign it to your team
Once you have built your workflow to completion or edited your existing one, click the publish button on the top right corner of the workflow builder and assign it to your team. When assigning the workflow to your team, you must ensure that the sub-workflows being executed are also published. To learn how to assign a workflow, view this article.
And that's how easy it is!
We hope this article is helpful in setting the execution of a workflow from an existing one. 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!