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Procore

(Beta) Add Additional Assignees to a Custom Workflow Step

 

 

 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

Objective 

To invite additional assignees to a step on a custom workflow already in progress on a project level item. 

Background

After a workflow has been initiated on a project level item, the Workflow Manager can assign new members to the current step of an in-progress workflow.

Things to Consider

  • Required User Permissions:
    • To invite additional assignees to a custom workflow step:
      • 'Admin' level permissions on the company's Directory tool. 
        OR
      • 'Admin' level permissions on the project's Directory tool.
      • Users with the 'Can be Workflow Manager' granular permission on their permissions template.

Prerequisites

  • A workflow has been initiated for an item.

Steps

  1. Navigate to the Project level item containing the workflow.
  2. Click the vertical ellipsisicon-ellipsis-vertical.png in the workflow panel, then click Invite Additional Assignees.
  3. Fill out the following fields:
    • Assignees: Select one or more assignees to add to the workflow step. Assignees are added to the current step and notified by email.
    • Reason for Invitation: Add a reason the new assignees are being invited to the workflow. The reason will be visible to workflow managers, project admins and company admins.
    • Comments: Add any necessary comments. The comment will be visible to workflow managers, project admins and company admins.
    • Message for Assignees: This message will be included in the invitation email sent to new assignees. 
  4. Click Send Invitation.