(Beta) Restart a Custom Workflow

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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 restart 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 restart the workflow if any revisions need to be made.

Things to Consider

Required User Permissions:
- To restart workflow on a project level tool for which a workflow has been started:
  - 'Admin' level permissions on the company's Directory tool.
    OR
  - Users with the 'Can be Workflow Manager' granular permission on their permissions template.

Prerequisites

A workflow has been initiated for an item in a project level tool and is past its initial step.

Steps

Restart a Custom Workflow

Navigate to the Project level item containing the workflow.
Click the vertical ellipsis, then click Restart Workflow.
Click Restart to confirm that you want to restart the workflow.