Publish a Workflow Template

Objective

To publish a workflow template.

Background

After you create or modify a workflow template, you can publish it to be used on your company's projects. When you publish a workflow, Procore creates a new version. With each published change, Procore increments the version number on the workflow template by one (1).

Things to Consider

  • Required User Permissions:

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

  • Customers using Procore in English can also choose from a selection of pre-populated quick start workflow templates for financial tools. These templates can be used as-is, or edited to meet your company's needs. Quick start workflows templates are not available outside of English speaking regions at this time.

Step

  1. Navigate to the Company Workflows tool.

  2. In the 'Workflows' table, locate the workflow template you want to publish and click Edit.

  3. Click Save and Publish.

Note icon Note

If any errors are preventing the template from being saved, a red banner will appear stating that the template could not be published.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. Once the errors have been resolved, the template can be published.

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