You are viewing documentation on our legacy Workflow Forms Feature. Click here for help with our Workflows Product instead.
Re-Sending Workflow Form Assignment Emails
To resend assignment emails, access your workflow form's submissions and select the "In-Progress Workflows" tab. From there, select multiple "In-Progress Workflows" then click the "Resend Assignment Email" button (as shown below).
Or, you can also click on the individual submission and resend the assignment email from that particular submission's page.
Note: You must be an account Admin user or have permissions to "View & Edit" the specific workflow form where you'd like to resend the assignment email from.
Reassigning Workflow Form Steps
It's also now possible to reassign a workflow form step if the currently assigned user is unable to complete the step or is no longer the needed user for that specific step. You can do this from the "In-Progress Workflows" section of the Submissions tab and can be done in bulk or one submission at a time. Just click the checkbox next to the submission(s) that need to have the current step reassigned and click the 'Edit Assigned Participant' option on the toolbar.
When the window that pops up, you can choose from the existing users on your account to which you'd like to reassign the current step of the workflow form.