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Procore

(Beta) Respond to a Custom Workflow

 

 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

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 variation:
      • 'Standard' level permissions or higher on the project's Commitments or Main 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 main contract or main contract variation:
      • 'Standard' level permissions or higher on the project's Commitments or Main 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 payment application:
      • 'Standard' level permissions or higher on the project's Commitments tool.
      • Must be the assignee of the payment application's current workflow step.
      • The payment application 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.

Prerequisites

  • A workflow has been initiated and a step requires your attention for a step to be completed.

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 finalise your response or Back to return to change your response.