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Update the Workflow Version of a Procore Tool

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Objective

To update the Workflow Version of a Procore tool from Legacy to Workflows 2.0.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Workflows tool.
       
  • Additional Information:
    • After updating the workflow version of a tool, any legacy workflows created by Procore Custom Solutions will no longer be accessible for that tool. 

Steps

  1. Navigate to the Company Workflows tool.
  2. Click Configure Settings icon-settings-gear-android.png .
  3. Navigate to the section labeled Tools with Workflows Enabled.
    workflows-tool-update-card.png
  4. Locate the row for the tool being updated in the table. Notice the Current Workflow Version of the tool. The Updates column will show you which updates are available for each tool. 
  5. Click Update in the row of the tool being updated. 

    A window will appear as a reminder that updating the workflow version of a tool cannot be undone.

    workflows-tool-update-warning-agreement.png
  6. Review the information regarding the update carefully. If you are sure you wish to proceed, check the box next to the agreement. 
  7. Click Upgrade.
  8. A green banner will appear to confirm the tool was successfully upgraded and will start to transition.

    Procore will send an email once the update is complete.

    workflow-version-transition-email.png