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Respond to a Custom Workflow

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Objective 

To respond to a custom workflow on a project level item. 

Background

After a workflow has been initiated on a project level item, responses can be added to the workflow by the designated assignees.

Things to Consider

  • Required User Permissions:
    • To respond to a workflow on a commitment, or commitment change order:
      • 'Standard' level permissions or higher on the project's Commitments or Prime Contracts tool.
      • Must have permission to view the item containing the workflow. If the item is marked ‘Private’, the responder must have ‘Admin’ level permissions or be added to the ‘Access for Non-Admin Users’ list in the item’s privacy settings. 
      • Must be the assignee of the contract's current workflow step.
    • To respond to a workflow on a prime contract, or prime contract change order:
      • 'Standard' level permissions or higher on the project's Commitments or Prime Contracts tool.
      • Must have permission to view the item containing the workflow. If the item is marked ‘Private’, the responder must have ‘Admin’ level permissions or be added to the ‘Access for Non-Admin Users’ list in the item’s privacy settings. 
      • Must be the assignee of the contract's current workflow step.
    • To respond to a workflow on a subcontractor invoice:
      • 'Standard' level permissions or higher on the project's Commitments tool.
      • Must be the assignee of the invoice's current workflow step.
      • The invoice must be associated with an open billing period.
      • Must have permission to view the item containing the workflow. If the item is marked ‘Private’, the responder must have ‘Admin’ level permissions or be added to the ‘Access for Non-Admin Users’ list in the item’s privacy settings. 
    • To respond to a workflow on a budget change:
      • 'Standard' level permissions or higher on the project's Budget tool.
      • Must be the assignee of the current workflow step on the budget change.
    • To respond to a workflow on a correspondence item:
      • 'Standard' level permissions or higher on the project's Correspondence type.
      • Must be the assignee of the correspondence item's current workflow step.

Steps 

  1. Navigate to the Project level item containing the workflow. 
     Tip

    You can navigate to the item in Procore by clicking the 'Take Action in Procore' button in the workflow notification email.

  2. In the right pane of the item, review the 'Current' step in the workflow. 
    Note: Click 'Show Workflow' if the side panel is collapsed.
  3. Select your response for the workflow at the bottom of the right pane. 
    Note: You will have an opportunity to cancel your response in the next step.
  4. Optional: Upload or attach files to the workflow. 
    clipboard_e4a42103e5b2fdc57a66510f7b2f60b45.png
  5. Optional: Enter a reason for your response.
  6. Click Submit to finalize your response or Back to return to change your response.