Note: Custom Solutions is an Add-On ServicePlease reach out to your Procore point of contact if you are interested in the services that Procore's Custom Solutions Team provides. Any actions taken by the Custom Solutions Team will require the use of custom hours. These actions include (but are not limited to) email correspondence and conference meetings, as well as scoping and production. If you would like a time estimate for a specific request, please ask the Custom Solutions representative when submitting your request.
To provide you with examples illustrating how you can work with the Custom Solutions Team to develop a custom workflow for the Procore web application.
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.
ExamplesSome 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.
|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
Supported Procore Tools
The Custom Solutions Team can work with you to add custom workflows in the Procore tools listed below:
|Custom Workflows can be created for these items:
|Commitment Change Orders
Prime Contract Change Orders
|Commitments (Subcontracts & Purchase Orders)
Commitment Change Orders (Subcontracts & Purchase Orders)
Commitment Potential Change Order (Subcontracts & Purchase Orders)
|Custom Tool Items
Prime Contract Change Orders
Prime Contract Potential Change Orders
Custom Workflow Permissions
The following table describes how permissions for user tasks are managed with custom workflows.
|Act as a user in a workflow
|Select default users for a workflow
|Select a default workflow
|Assign user roles
|Set number of days for reminder emails
|Add users to workflow distribution list
|Perform actions on behalf of workflow users
|View workflow history
|View workflow history in email
|Receive user role notifications
|View current state of workflow and status
|Receive workflow distribution emails
Reports and Custom Workflows
A small number of custom workflow fields are available when using the custom reports feature in Procore's Company and Project level Reports tools. These fields include the following:
- Ball In Court
- Ball In Court Duration
- Workflow State