FAQ/Troubleshooting
- Can I include external approvers in a custom workflow?
- How are permanent replacements reflected in a workflow history?
- How are version numbers updated in the Company level Workflows tool?
- How do dashboard filters and status indicators work on the Bulk Replacement dashboard?
- How do notifications work for temporary replacements in Workflows?
- How to auto-assign project roles to workflow steps?
- What are the differences between Legacy and Self-Serve Workflows?
- What are the different roles associated with the Workflows tool?
- What are the different types of steps in a workflow?
- What email notifications are sent from workflows?
- What granular permissions are available for Commitments Workflows?
- What granular permissions are available for Correspondence Workflows?
- What granular permissions are available for Document Management Workflows?
- What granular permissions are available for Payments Workflows?
- What granular permissions are available for Project level Workflows? (Beta)
- What granular permissions are available for the Company level Equipment Tool?
- What granular permissions are available for the Project level Equipment Tool?
- What happens to items with legacy workflows after enabling self-serve workflows?
- What is the difference between temporary and permanent replacements in Workflows?
- Where do workflows route if sent back using Review and Respond while a temporary replacement is active?
- Which Procore tools support Workflows?