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Workflows 2.0 Transition Guide

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Summary

This guide is for anyone needing assistance with the transition from Legacy Workflows built by Procore Custom Solutions to the Self-Serve Company Workflows tool. 

Things to Consider

Tool Specific Considerations:

  •  Subcontractor Invoicing - Only 'Approved' and 'Approved as Noted' are considered 'finish' statuses for the transition. All other subcontractor invoicing statuses will be considered 'mid-flight' which will trigger the workflow to restart upon selecting the update button in the company-level Workflows tool configuration settings page.

Steps

  1. Navigate to the Company Workflows tool.
  2. Click Configure Settings icon-settings-gear-android.png .

  3. Click Submit Request in the banner at the top of the page. 

  4. Review the list of projects to which no default workflows have been applied.
  5. Read the statement in Procore and if you are ready to proceed, check the box and click Upgrade. workflow_upgrade_agree.png

Update the Workflow Version of Procore Tools

Once the company transition from Legacy to the Self-Serve Workflows tool is complete, Procore tools will need their workflow version updated individually. See Update the Workflow Version of a Procore Tool for instructions on how to complete the next steps.
 

 Note

PDF Exports:

  • Workflow history (Legacy or Self-Serve) is available for select tools with assistance from Procore's Custom Solutions team. If you had a previous custom PDF with the workflow history included, it will carry over for the following supported tools: 

    • Commitments (Purchase Orders and Subcontracts)

    • Prime Contracts

    • Subcontractor Invoicing

    • Change Orders - 1 Tier & 2 Tier

APIs:

  • The Self-Serve Workflows API is in a Closed Pilot and is only available to test by request. The timeline for the API Open Beta is TBD.