How to update a form template in a workflow

This article will show you how to update a form template in a workflow.

Why update a form template

Each time you update your form template, your workflow also needs to be updated to reflect the changes.

Before we get started

Take note:

Owners and Admins can update form templates in a workflow
When you update your workflow with a new form version, please note that any changes will not be reflected in existing open tasks. You must start a new workflow.

Update a form template

Step 1: Sign in to the Capptions Direct web portal

Step 2: Select an organization

Click on the drop-down arrow in the top left-hand corner and select your organization.

Step 3: Click on Templates

Step 4: Click on Workflow

Step 5: Click edit

Step 6: Update the form template to the latest version

6.1 Go to the FILL A FORM node, and then click on the form block to access the form menu.

6.2 Select the latest form version.

Step 7: Publish workflow

Click the publish button on the top right corner of the workflow builder

Step 8: Upgrade workflow to all the teams

View the article on how to upgrade workflow for all the teams.

And that's how easy it is!

We hope this article helps to update a form template in your 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!