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Procore

Use Bulk Actions > Apply Workflow in the Submittals Tool

Objective

To use the Bulk Actions menu in the Submittals tool to apply a submittal workflow template to a batch of submittals. 

Background

Use the Bulk Actions > Apply Workflow option when you want to apply the same submittal workflow to multiple submittals. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the Project level Submittals tool.
  • Prerequisites:
  • Supported Views:
    • The Bulk Actions menu is supported in the Submittals tool's Items, Packages, Spec Sections, and Ball In Court v9ews (see Switch Between Views). 
    • The Bulk Actions menu is grayed out and unavailable in the Recycle Bin view. 
  • Additional Information:
  • Limitations:
    • The submittal(s) must be in the 'Draft' status and must NOT have any submitters or approvers added to the workflow.
    • The workflow template cannot be edited in this view. To edit the membership of the template, see Manage Submittal Workflow Templates.

Demo

bulk-apply-submittal-workflow.gif

Steps

  1. Navigate to the project's Submittals tool.
    This reveals the Items view of the Submittals page. This page lists all of the individual submittals for the project (except for any submittals sent to the Recycle Bin).
  2. Locate the submittals in the 'Draft' status to which you want to apply a submittal workflow:
    • To select all of the submittals in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the submittals in the list, mark the check box to the left of each desired submittal. 
  3. Choose Bulk Actions > Apply Workflow
    Note: The Bulk Actions menu is supported in the Items, Packages, Spec Sections, and Ball In Court views. It it NOT supported in the Recycle Bin
    This reveals the Bulk Edit page. The 'Selected Submittals' box shows the individual submittals to which your edits will be applied. 
  4. Follow these steps to apply a submittal workflow to the selected submittals:
    • Responsible Contractor. The company name of the contractor/subcontractor that is responsible for completing the work specified on the submittal. 

    • Received From. The contact for the responsible contractor who provided the submittal information to the project team. 

    • Workflow Template. Select a submittal workflow template to apply to the submittal. To learn how to create one, see Manage Submittal Workflow Templates

  5. Click Apply Template
    This applies the workflow template to the selected submittals. A GREEN banner appears to confirm the total number of submittals that were successfully edited. A RED banner will appear in the event that the edits are NOT successfully saved. 

See Also

 

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