Skip to main content
Procore

Request Self-Serve Workflows Transition

  1. Last updated
  2. Save as PDF

Objective

The objective of this guide is to assist anyone looking for information on transitioning from v1 Legacy Workflows from Custom Solutions to Self-Serve Workflows. This guide will outline and reference material to be considered and reviewed as well as the appropriate steps to take to have a successful transition.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Workflows tool.

Steps

  1. Navigate to the Company Workflows tool.
  2. Click Configure Settings icon-settings-gear-android.png .

  3. Click Submit Request in the banner at the top of the page. 

  4. Review the list of projects to which no default workflows have been applied.
  5. Read the statement in Procore and if you are ready to proceed, check the box and click Upgrade. workflow_upgrade_agree.png