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Procore

(Beta) View a Custom Workflow on a Project

 

 

Objective

To view an in-progress workflow associated with a project level item (i.e. prime contracts, commitments, invoices).

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company Directory tool. 
      OR
    • Users with at least 'Read Only' permission to the tool containing the workflow and access granted to view items marked as private.

      There are certain actions within a workflow that are only available to Company Directory admins, Workflow Managers, and users with the following granular permissions:

Prerequisites

  • An item (i.e. prime contract, commitment, invoice) must exist and have a custom workflow associated that has been started.

Steps

  1. Navigate to the tool and item containing the workflow.
  2. Click Show Workflow.

    See below for more information on the available actions when viewing a workflow.

Workflow Actions

The following actions are available to users with the required user permissions:

View Workflow Templates

View the workflow template of the item being viewed. This enables you to view the workflow template being used on the item in its entirety.

Steps:
  1. Click the vertical ellipsis at the top of the workflow side panel.
    view-workflow-kebab.png
  2. Click View Workflow Template.
    view-workflow-template.png
  3. You can now view the entire workflow template. Click into individual steps to view their details. 

View Complete Workflow History as a Workflow Participant

View the entire history of the custom workflow you are viewing.

Steps:
  1. Click Previous Steps in the workflow side panel to view each previous step and its details.
    view-workflow-history.png

 

View Previous Step History Only

View the details of the previous step in a workflow's history.

Steps:
  1. Click Previous Steps in the workflow side panel to view the previous step and its details.

view-workflow-previous-step.png