Workflows Tool - Release Notes

Workflow assignee & response requirement management (07/25/2024)

Procore has updated the Workflows tool to provide greater flexibility to workflow creators managing assignee roles and response requirements. Decision types are now used to determine which response options can be applied to workflow steps. Multiple assignee roles can be added to a single 'Response' step and have the step's final decision determined by everyone, or just specific members. Additionally, users configuring workflows within a tool's settings can now assign members to all of the assignee roles assigned in the company template. See Create a Workflow Template for more details.

New Worklows email Digest & Notification Types (07/25/2024)

Delivery of workflow email notifications has been improved in situations where users may receive many separate emails close together. When this happens, notifications may be stored and collected for a short period of time and sent later as a single digest email. 

Additionally, several other new types email notifications have been introduced to keep workflow managers and responders informed.

The following email notification types have been added:

• Due Tomorrow. Workflow managers are notified when a step is due in one day.
• Overdue Step Reminder (Workflow Manager). Workflow managers are notified when a step is overdue.
• New Workflow Applied. Workflow managers are notified when new workflows are applied to an item (Only available in Document Management)
• Workflow Restarted. Workflow managers are notified when a workflow has been restarted.

For more information about workflow email notifications, see What email notifications are sent from workflows?

WORKFLOW Configurations preserved when Editing Templates  (05/02/2024)

Existing project workflow configurations are now preserved when publishing a new version of a workflow template.*  After updating a template in the Workflows tool, such as a step's name or the status associated with it, the update is now seamlessly applied to project items using that workflow template. 

The following workflow template changes can now be made without requiring further project configuration updates:

• Step Name 
• Days to Complete 
• Conditional fields and values
• Item Status
• Response additions or changes 
• Assignee Role additions or removals*
• Deleting steps
• Changing the step sequence.

*Creating new custom template roles for new or existing steps will still require project level configuration once the updates are published. See Configure a Custom Workflow Template on a Project. 

Owner Invoices added to Workflows Open Beta (03/13/2024)

Owner Invoices has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Invoice Workflow.

Added a 'Workflows' Column to the Contracts Table in the Commitments Tool (09/28/2022)

Procore has updated the Commitments tool for participants in the Workflows Beta program. A new 'Workflows' column is now automatically added to the 'Contracts' table in the Project level Commitments tool when you complete the steps in Create a Custom Workflow Template for Commitments. Clicking the icon in this new column shows the name of the workflow manager, its current state, and the number of days (if the workflow is overdue). At this time, the column data is not included in CSV or PDF exports from the Commitments tool. It is also not synced with the ERP Integrations tool. 

Additional conditional logic options added to commitment workflows (05/06/2022)

Four additional conditional logic options have been added as options when creating commitment workflow templates. Amount Over budget on Approved Cost Objects, Amount Over Budget on All Cost Objects, Percent of Budget Allocated to Approved Cost Objects, Percent of Budget Allocated to All Cost Objects. See Create a Custom Workflow Template for Commitments for more information.

Prime contracts added to Workflows open beta (04/26/2022)

Prime Contracts has been added to the list of tools supported by the self-serve workflows open beta. See Create a Custom Workflow Template for Prime Contracts.

Self-serve workflows open beta begins (04/21/2022)

The self-serve Workflows open beta is now available for all Procore users. See About the Workflows Beta Program.