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Procore

View a Workflow on a Project

 

Objective

To view an in-progress workflow associated with a project level item.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company Directory tool. 
      OR
    • Users with at least 'Read Only' permission to the tool containing object using the workflow and access granted to view any items marked as private.
       
  • Certain actions within a workflow that are only available to Company Directory admins, Workflow Managers and users with the following granular permissions:

Steps

  1. Navigate to the project tool and item containing the workflow.
  2. Click Show Workflow.

See below for more information on the available actions when viewing a workflow: 

Workflow Actions

The following actions are available to users with the required user permissions:

View Workflow Templates

View the workflow template of the item. This lets you view the workflow template being used on the item.

Steps:
  1. Click the vertical ellipsis at the top of the workflow side panel.
    view-workflow-kebab.png
  2. Click View Workflow Template.
    view-workflow-template.png
  3. You can now view the entire workflow template. Click the individual steps to see additional details. 

View Complete Workflow History as a Workflow Participant

View the entire response history of the workflow you are viewing.

Steps:
  1. Click Previous Steps in the workflow side panel to view each previous step and its details.
    view-workflow-history.png

 

View Previous Step History Only

View the details of the previous step in the workflow's response history.

Steps:
  1. Click Previous Steps in the workflow side panel to view the previous step and its details.

view-workflow-previous-step.png