Workflows Common Questions
Table of Contents
General FAQs
- Can a workflow assignee be substituted without having to restart the workflow?
- Can an admin act on behalf of another user in a workflow?
- Can I change which workflow is applied to an item?
- Can item statuses be customized with workflows?
- Can there be more than one default workflow for a tool?
- Do workflows applied to a project template carry over to a new project created from that template?
- Do workflow response attachments carry forward to the following steps?
- is it possible to see which workflow has been applied to an item?
- What is the difference between Calendar days and business days?
Can a workflow assignee be substituted without having to restart the workflow?
No, a workflow assignee cannot be substituted with another user.
Can an admin act on behalf of another user in a workflow?
No, if a member of the workflow is not able to complete their step, it is recommended that you invite an additional assignee to the workflow. See Add Additional Assignees to a Workflow Step on a Project.
Can I change which workflow is applied to an item?
No, if the workflow template needs to be changed, the object would need to be deleted and recreated after setting a different default template.
Can item statuses be customized with workflows?
Custom statuses are not supported by workflows. Workflow step names and responses can be customized but the associated status choices come from the item itself.
Can there be more than one default workflow for a tool?
No, there can only be one default workflow applied at a time. The Commitments tool is an exception as it allows a default workflow to be set for subcontracts and purchase orders separately.
Do workflows applied to a project template carry over to a new project created from that template?
No, but you have the option in the Workflows tool have specific workflow templates automatically added to all new projects.
Do workflow response attachments carry forward to the following steps?
No, an attachment added to a specific workflow response does not carry forward to the following steps.
is it possible to see which workflow has been applied to an item?
Yes, when looking at an item with a workflow you can view the workflow by clicking on the vertical ellipsis in the workflow side panel.
What is the difference between Calendar days and business days?
Calendar days are each day of the month including weekends and business days are only Monday through Friday. Business days are localized to a project's time zone and are not related to 'working days', another Procore feature. See Set Project Working Days