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Procore

Workflows Tool - Reuse

Reuse

Callouts

Transition tip

 Tip
In order for your items with existing legacy workflows to inherit self-serve workflows, a default workflow must be set for each tool BEFORE transitioning your company to self-serve workflows. 

V2 Workflows Beta

 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

Internal Support Note - Guru

Internal support note - Support for Pilot phase

TIP - Create a Group On-The-Fly

 Tip
Don't see the group that you want? You can create a new group in the Responsible Group drop-down list. Simply click the Add Group button at the bottom of the list and enter a name for the group in the New Group box. When you are ready to create your new group, click Create Group. Later, when configuring the custom workflow in the project(s) to which it is assigned, you can assign members to the group. See Configure a Custom Workflow for Subcontractor Invoices on a Project

Tip - Create a Step On-The-Fly

 Tip
Don't see the step that you want? You can create a new step on-the-fly in the Go to Step drop-down list. Simply click the Add Step button at the bottom of the list and then enter a name in the New Step Name box. When you are ready to create your new step, click Create Step. Later, when configuring the custom workflow in the project(s) to which it is assigned, you can assign the step to specific project users and change the 'Days to Complete' value to one that suits your project's business needs. 

Concepts

Workflow vs. Custom Workflow No Example

In Procore, a workflow is a process that defines an approval path. However, a custom workflow is a process that defines a unique approval path that is specific to your organization and project(s).

Workflow vs. Custom Workflow With EXAMPLE

In Procore, a workflow is a process that defines an approval path. However, a custom workflow is a process that defines a unique approval path that is specific to your organization and project(s). For example, a workflow includes the out-of-the-box steps to 'Approve' an item (such as a subcontractor invoice) in Procore. A custom workflow would define the responsible roles, groups, and conditions for routing an item through that approval process—and that process is tailored to suit the unique needs and specific requirements of your company's business environment.