Save the Template
To safeguard your work when creating or modifying workflow templates in Procore, it's important to understand the available save options and adopt best practices, such as frequently using the save options to prevent accidental data loss.
Steps
The following options are available when you are ready to save workflow template:
ImportantProcore strongly recommends saving your progress using the Save as Draft option as you build your workflow template. This is a standard best practice to help minimize data loss due to accidental closure, browser issues, or other unforeseen interruptions.
Procore strongly recommends saving your progress using the Save as Draft option as you build your workflow template. This is a standard best practice to help minimize data loss due to accidental closure, browser issues, or other unforeseen interruptions.
Cancel. Discards any changes made.
Save as Draft. Saves a 'Draft' version with a minor version number (e.g., 0.1, 0.2, 0.3, and so on). Select this option if the workflow template is still under development.
Save and Publish. Creates a major version number for the workflow (e.g., 1.0, 2.0, 3.0, and so on). Choose this option when the workflow is ready for implementation and project assignment.