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Procore

Self Upgrade to v2 Workflow

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Background

Workflow admins can upgrade a tool from legacy workflows to New Workflows without interrupting workflows that are already in progress. Before upgrading, Procore checks whether all projects with legacy workflows for the tool have a configured New Workflow. After the upgrade, new legacy workflows cannot be started. In-flight legacy workflows remain in progress and can still be responded to from the New Workflows side panel. Existing legacy workflow history is preserved.

Things to Consider

  • Upgrading to Workflows V2 is irreversible. The upgrade is available only for tools that support Workflows V2.

  • The upgrade applies to the entire tool and cannot be performed for individual projects.

  • Before the upgrade, all projects with legacy workflows for the tool must have a configured New Workflow.

  • If any project is not ready, the upgrade is blocked until a New Workflow is configured for that project.

  • In-flight legacy workflows are not restarted or changed by the upgrade. They remain available in the New Workflows side panel.

  • After the upgrade, you cannot start new legacy workflows.

  • Existing legacy workflow history is preserved.

  • Existing permission-based views in the Workflow side panel remain unchanged.

Note: Users can now start and respond to legacy (V1) workflows in the New Workflows side panel. Existing workflow steps, routing, approvers, and history remain unchanged, allowing in-flight legacy workflows to continue uninterrupted as tool teams transition to the New Workflows experience.

Steps

  1. Navigate to Company level Workflows.

  2. Locate the tool row you want to upgrade under the 'Tools with Workflows Enabled' section.

  3. In the 'Update' column, click Update next to the tool.

  4. In the 'Upgrade to New Workflows' modal, review the details regarding in-flight legacy items, new items, and project configurations.

  5. Click Acknowledge & Upgrade.

Note: After confirming the upgrade, a banner appears confirming that the tool was successfully upgraded to new workflows.

See Also