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 edit 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.
Steps
- Navigate to the Company level Workflows tool.
- Click Configure Settings
.
- In the section labelled 'Response', locate the custom response you want to edit.
- Click the pencil icon
.
- Edit the following fields and options as needed:
- Response.
Note: Response labels are required and must be unique. There is a limit of 250 characters for a response label
- Active. Choose whether or not the response is active or inactive. Only 'Active' steps can be added to workflows.
- Require Reason. Choose whether or not a reason is required when responding to the step.
- Click the checkmark to save the new response or the 'X' to cancel the changes.
