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Procore

(Beta) Edit Custom Responses for Workflows

 

 

 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 edit 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 phrasing of a response in a way that more accurately describes the meaning of the response. 

For example, you might need to add a response to a template that moves a workflow forward without labeling the response '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 individual response types of 'Approve', 'Return', and 'Reject'. However, types are useful for the organization of custom responses and for locating available responses when editing a step on a workflow template. 

 

Things to Consider

  • Required User Permissions:
    •  'Admin' level permissions on the Company level Workflows tool.

Steps

  1. Navigate to the Company level Workflows tool. 
  2. Click Configure Settings icon-settings-gear-android.png .
  3. In the section labeled 'Response', locate the custom response you want to edit.
  4. Click the pencil icon icon-edit-esticom.svg.
  5. Edit the following fields and options as needed:
    • Response.
      Note: Response labels are required and must be unique. There is a limit of 250 characters for a response label
    • Active. Choose whether or not the response is active or inactive. Only 'Active' steps can be added to workflows.
    • Require Reason. Choose whether or not a reason is required when responding to the step.
  6. Click the checkmark to save the new response or the 'X' to cancel the changes.
    workflows-enter-response-label.png