Is there a way to bulk replace an approver, submitter or reviewer on a project's submittals?
Question
A person on our project team has recently left the project. However, that person was assigned as approver on more than 100 project submittals. Is there a way to replace that person with a new approver in bulk?
Answer
Yes. If your project has only a few submittals assigned to this person, we recommend changing the approver name by manually removing the existing approver and then adding the new one. See Remove a Submitter or Approver from the Submittal Workflow and Add a Submitter and Approvers to the Submittal Workflow.
If you need to replace an approver, submitter or reviewer on a large number submittals, a user with 'Admin' level permissions on the project's Submittals tool can submit a request to support@procore.com.
Procore will need the following information in your request:
- Company Name. The name of your company's Procore account.
- Project ID. The ID number of the project(s) in which a person needs to be replaced. See How do I find the project ID?
- Current Approver. The name of the person who needs to be replaced.
- New Approver. The name of the replacement person.
Note
To maintain data integrity, users will only be replaced in workflows they have not yet responded to during a bulk replace action performed by Procore Support.
Removal of a user who has already responded to a workflow must be performed manually on each individual submittal where their response has already been recorded. See Remove a Submitter or Approver from the Submittal Workflow.