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.
Objective
To delete custom response types in the company level Workflows tool.
Background
The default response types within the Workflows tool are: Approve, Return, and Reject. When creating workflows templates, you may need to further define the wording and action of a response in a way that best suits your company's processes.
For example, you might need to create a response that moves a workflow forward that cannot be labeled as 'Approve'. In this case, you would create an 'Approve' response and give it a custom label other than 'Approve'.
There is no functional difference between the response types 'Approve', 'Return', and 'Reject'. Types are helpful for custom response organization and for locating available responses when editing a workflow step.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Workflows tool.
- Additional Information:
- You cannot delete workflow responses that are included in a published workflow template or in use by an active workflow.
Steps
- Navigate to the Company level Workflows tool.
- Click Configure Settings
.
- In the section labeled 'Response', locate the custom response you want to delete.
- Click the trash can icon
.
- Click Delete to confirm the deletion of the response.
