In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see
About the Workflows Beta Program.
Objective
To delete custom response types in the company level Workflows tool.
Background
The default response types within the Workflows tool are: Approve, Return and Reject. When creating workflows templates, you may need to further define the phrasing of a response in a way that more accurately describes the meaning of the response.
For example, you might need to add a response to a template that moves a workflow forward without labelling the response 'Approve'. In this case, you would create an 'Approve' response and give it a custom label other than 'Approve'.
There is no functional difference between the individual response types of 'Approve', 'Return' and 'Reject'. However, types are useful for the organisation of custom responses and for locating available responses when editing a step on a workflow template.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Workflows tool.
- Additional Information:
- You cannot delete workflow responses that are included in a published workflow template or in use by an active workflow.
Steps
- Navigate to the Company level Workflows tool.
- Click Configure Settings
.
- In the section labelled 'Response', locate the custom response you want to delete.
- Click the rubbish can icon
.
- Click Delete to confirm the deletion of the response.
