Custom Solutions is an add-on service. Please reach out to your Procore point of contact if you are interested in the services that Custom Solutions provides. If you would like a time estimate for a specific request, please ask the Custom Solutions representative when submitting your request.
To provide you with examples illustrating how you can work with the Custom Solutions Team to develop a custom workflow for the Procore web application.
A custom workflow is a process that defines an approval path. In Procore, a workflow can be developed to provide your end users with the ability to send items that need to be reviewed and approved to designated users. In a workflow, you can define approval paths that are sequential (i.e., items are sent in sequential order to designated approvers). When a user is designated as an approver in a workflow, those users are assigned Ball-In-Court (BIC) responsibility. Workflows can also control the status of an item.
Some examples showing how your company can work with the Custom Solutions Team to add custom fields to a custom tool:
- Subcontract Approval Workflow
- Subcontract Revision Workflow
- Purchase Order Approval Workflow
Below is an illustration of a simplified purchase order workflow. When putting together your workflow request, its important to keep these four (4) steps in mind.
|Choose the Workflow Name||Choose a descriptive name for your custom workflow.|
|Define the User Roles||Define all of the user roles involved in the custom workflow process.|
|Define the Workflow States||Define each workflow state and the user role responsible for managing the item in that state.|
|Define the Workflow Actions||Define the actions in the custom workflow. An action is a one-way link between one state and the next|
Supported Procore Tools
Currently, the Custom Solutions Team can work with you to add custom workflows in the list of supported Procore tools listed below.
- Customizations are supported only on individual items. An item is an individual object created by an end user with a Procore tool. Examples of items are a subcontract, bid package, change event, commitment change order, punch item, RFI, submittal, and so on.
- Customizations are NOT supported on list pages or reports. A list page is the primary area for displaying a Procore tool's data and is reserved for performing actions on specified records, such as editing and viewing forms. An example of a list page in Procore tools include these tabs: Items, List, and Recycle Bin.
|Alphabetical List of Procore Tools||Custom workflows can be created for the Procore web application:|
|Request for Quote (RFQ)|
|Change Orders (Prime Contract & Commitments)||
Commitment Change Orders
Prime Contract Change Orders
Commitments (Subcontracts & Purchase Orders)
Commitment Change Orders (Subcontracts & Purchase Orders)
Commitment Potential Change Order (Subcontracts & Purchase Orders)
Prime Contract Change Orders
Prime Contract Potential Change Orders
Custom Workflow Permissions
The following table describes how permissions for user tasks are managed with custom workflows.
|Act as a user in a workflow|
|Select default users for a workflow|
|Select a default workflow|
|Assign user roles|
|Set number of days for reminder emails|
|Add users to workflow distribution list|
|Perform actions on behalf of workflow users|
|View workflow history|
|View workflow history in email||Optional|
|Receive user role notifications|
|View current state of workflow and status|
|Receive workflow distribution emails|
Reports and Custom Workflows
A small number of custom workflow fields are available when using the custom reports feature in Procore's company and project level Reports tools. These fields include the following:
- Ball In Court
- Ball In Court Duration
- Workflow State