添加结束步骤(成功)

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.'

  1. In the Workflow Builder, click Icon Blue Plus Pfcp in an existing step and choose End Step (Successful).

  2. 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:

  3. 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

重要提示

Procore 强烈建议在你构建工作流模板时使用保存为草稿选项保存进度。这是标准的最佳实践,有助于最大程度减少由于意外关闭、浏览器问题或其他不可预见的中断导致的数据丢失。

  • 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.