(Beta) Publish a Custom Workflow Template

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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 publish a custom workflow template.

Background

After you create a new custom workflow or modify an existing one, you can publish your changes to make them available in Procore. When you publish a custom workflow, Procore creates a new major version. With each published change, Procore increments the version number on the workflow by one (1).

Things to Consider

Required User Permissions:

'Admin' level permissions on the Company level Workflows tool.

Prerequisites

Add a Custom Workflow

Step

Navigate to the Company level Workflows tool.
In the 'Workflows' table, locate the workflow to publish and click Edit.
This places the custom workflow in edit mode.
Choose from these options:
- To update the workflow before publishing, make the changes now. Then, click Save and Publish.
- To publish the workflow now, simply click Save and Publish.

Note

If there are any errors preventing your workflow template from being saved, a red banner will appear stating that the template could not be published. Click 'Show Details' to reveal a list of errors.

Next Steps

Assign a Custom Workflow to a Project