Add an End Step (Successful)
Configure the 'End Step (Successful)' in the Workflow Builder to formally mark a workflow's successful completion. Add the step, define its name and status, and set up optional notifications to inform relevant stakeholders.
Steps
Add an End Step (Successful)
An End Step (Successful) concludes the workflow and signifies a successful outcome. For example, a project item is 'Approved' or 'Approved as Noted.'
In the Workflow Builder, click
in an existing step and choose End Step (Successful).Under General Information, do the following:
Step Name. Enter a name for the workflow step.
Item Status. Select the status that shows successful completion. Status options vary for each item in the Procore tool.
Optional: Notification Recipients . Select which groups or roles Procore will automatically notify when the step is complete. The selections include:
Workflow Manager. A workflow manager is a designated role in a Procore project. See What are the different roles associated with the Workflows tool?
Item Creator. An item creator is the Procore user who created the item on a project. See What are the different roles associated with the Workflows tool?
Distribution Group. After publishing this workflow template and assigning it to a project, you can define different group members when configuring the workflow on the Project level. See What is the difference between a distribution group and distribution list in Procore?
All Project Users from the Company. All project users from the item creator's company who are assigned to the project are automatically notified when you select Item Creator's Company from the notification recipient list.
Click one (1) of these options:
Cancel. Discards any changes made.
Save as Draft. Saves a 'Draft' version with a minor version number (e.g., 0.1, 0.2, 0.3, and so on). Select this option if the workflow template is still under development.
Save and Publish. Creates a major version number for the workflow (e.g., 1.0, 2.0, 3.0, and so on). Choose this option when the workflow is ready for implementation and project assignment.
Save the Template
ImportantProcore strongly recommends saving your progress using the Save as Draft option as you build your workflow template. This is a standard best practice to help minimize data loss due to accidental closure, browser issues, or other unforeseen interruptions.
Procore strongly recommends saving your progress using the Save as Draft option as you build your workflow template. This is a standard best practice to help minimize data loss due to accidental closure, browser issues, or other unforeseen interruptions.
Cancel. Discards any changes made.
Save as Draft. Saves a 'Draft' version with a minor version number (e.g., 0.1, 0.2, 0.3, and so on). Select this option if the workflow template is still under development.
Save and Publish. Creates a major version number for the workflow (e.g., 1.0, 2.0, 3.0, and so on). Choose this option when the workflow is ready for implementation and project assignment.