What are the differences between Legacy and Self-Serve Workflows?
Answer
Here's a look at the differences between Procore's Workflows tools, summarizing user actions and listing Procore tools supporting both experiences.
Key Differences
This table summarises the key differences between the new Workflows tool and the legacy experience in Procore.
| Feature Category | New Workflows Tool | Legacy Workflows Tool |
|---|---|---|
| Creation & Management | Companies create and manage their workflow templates in the Workflows tool Authorised users create and edit their workflows |
Procore Custom Solutions builds and manages workflows for your company Workflows cannot be created or edited by Procore users |
| Workflow Steps | View detailed workflow history on an item Custom responses available Condition steps for workflows Return workflows to any previous step Add multiple assignees to a workflow or workflow step Manually restart a workflow |
Limited decision types for multiple responders Only able to return to previous steps with Procore assistance |
| Compatibility | Compatible with modernised Commitments, Head Contracts, and Invoicing tools | Not compatible with modernised Commitments, Head Contracts, and Invoicing tools |
| Support & Access | Procore Customer Support can override the workflow state. Admin users can act on behalf of the assignees Expanded API access |
Procore Customer Support cannot override the workflow state Admin users cannot act on behalf of assignees |
| Limitations | Only one (1) default workflow per tool on each Procore project | Only one (1) default workflow per tool on each Procore project |
Available Actions
Discover the range of actions you can directly perform within the new Workflows tool to manage your projects and workflows independently.
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Users can Directly Manage these Actions |
New Workflows Tool |
Legacy Workflows Tool |
|---|---|---|
| Create a Workflow Template |  |
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| Edit a Workflow Template | |
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| Add Condition Steps to a Workflow | |
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| Duplicate a Workflow Template | |
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| Publish a Workflow Template | |
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| Archive a Workflow Template | |
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| Create and Manage Custom Workflow Responses | |
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| Assign a Workflow Template to a Project | |
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| Configure Workflow Templates on Projects | |
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| Bulk Update Workflow Role Assignees on a Project | |
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| View a Workflow Template and History on a Project | |
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| View Workflow Steps in 'My Open Items' in the Portfolio Tool | |
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| Add Additional Assignees to a Workflow Step on a Project | |
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| Restart a Workflow on a Project | |
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| Create a Custom 360 Report Using a Template Template Name: Workflows - Financial Management * |
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* Only available when Procore is configured to use the English language. See What languages are available in Procore?
Tool Support