What are the differences between Legacy and Self-Serve Workflows?

Create and manage your own workflows.

Use the Workflows tool at the company level to create workflows and assign them to projects.

Workflows created and managed by Procore.

Procore's Custom Solutions team builds your company's workflows.

• Create and edit your own workflows.
• View workflow history on item.
• Custom Responses Available.
• Conditional workflow steps. See What are the different types of steps in a custom workflow? 
• Return workflows to any previous step.
• Add additional assignees to a workflow.
• Compatible with modernised Invoicing and Contract views.
• Manually restart workflow process.

• Procore's Custom Solutions team builds your company's workflows.
• Works with 'My Open Items'. 
• Procore Customer Support is able to override workflow.
• Admin users can act on behalf of others in a workflow.

• Procore Support not able to override workflow state.
• Admin users cannot act on behalf of others in a workflow.
• Only one default workflow per tool on each project.
• API not available to customers.
• Workflow steps will not appear on PDF exports of items.
• 'My Open Items' functionality is NOT available for workflows created for the Variations tool.
• Workflows are not available on the Procore mobile application.

• Not compatible with modernised Invoicing and Contract views.
• Workflows cannot be created or edited by Procore users.
• Not able to return to previous steps without assistance by Procore Support.