Get Started with Custom Workflows
Coming Soon:
Custom Solutions will soon be known as PDF Consulting Services.
Background
A custom workflow is a process that defines an approval path. In Procore, a workflow can be developed to provide your end users with the ability to send items that need to be reviewed and approved to designated users. In a workflow, you can define approval paths that are sequential (i.e., items are sent in sequential order to designated approvers). When a user is designated as an approver in a workflow, those users are assigned Ball-In-Court (BIC) responsibility. Workflows can also control the status of an item.
Examples
Some examples showing how your company can work with the Custom Solutions Team to develop custom workflows:
Subcontract Approval Workflow
Subcontract Revision Workflow
Purchase Order Approval Workflow
Below is an illustration of a simplified purchase order workflow. When putting together your workflow request, it's important to keep these four (4) steps in mind.
Symbol | Instruction | Instruction Guideline |
|---|---|---|
| Choose the Workflow Name | Choose a descriptive name for your custom workflow. |
| Define the User Roles | Define all of the user roles involved in the custom workflow process. |
| Define the Workflow States | Define each workflow state and the user role responsible for managing the item in that state. |
| Define the Workflow Actions | Define the actions in the custom workflow. An action is a one-way link between one state and the next |
