Overview
Procore workflow assignments ensure that the correct people participate in each process step. Disruptions might occur for different reasons, impacting workflow template configuration, blocking workflows from proceeding, or sending out past-due notifications.
Understanding and Resolving Workflow Assignment Challenges
The table below details common troubleshooting challenges.
Scenario | Cause | Effect | Solution |
|---|---|---|---|
Invalid or Ineligible Assignees | An assignee or assignee group member was removed from the Directory tool, or a permission change made them ineligible for assignment to a workflow step. | The assignee settings in the workflow template are invalid; new workflows can't start. | Remove the invalid assignee from the preset and then reconfigure the template. |
Blocked Workflows | The system moved to the next step, but no one was assigned because permissions were removed, directory access was lost, or a dynamic role had no members. | The workflow stops due to an "Assignment Required" error, immediately alerting the Workflow Manager and preventing further progress. | Reassign the step, remove the assignment requirement, or click 'Continue' to try again. |
Past Due Notifications | The assignee for this step lost access to the Directory tool while the workflow was active. | The workflow stalls and becomes overdue, which notifies the workflow manager. | Reassign the role or remove the role requirement. |