Request Self-Serve Workflows Transition
Objective
The objective of this guide is to assist anyone looking for information on transitioning from v1 Legacy Workflows from Custom Solutions to Self-Serve Workflows. This guide will outline and reference material to be considered and reviewed as well as the appropriate steps to take to have a successful transition.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Workflows tool.
Steps
- Navigate to the Company Workflows tool.
- Click Configure Settings .
-
Click Submit Request in the banner at the top of the page.
- Review the list of projects to which no default workflows have been applied.
- Read the statement in Procore and if you are ready to proceed, check the box and click Upgrade.