Workflows

Legacy Workflow History iN New Workflows Side Panel (20/5/2025)

If your company uses the new Workflows tool, you'll find legacy workflow history—including past approvals, timestamps, step names, and comments—in the Workflows Builder's side panel. This ensures you keep an item's complete history. Is your company still using legacy Workflows built by Procore Custom Solutions and interested in moving to the new Workflows tool? See the Legacy Workflows to New Workflows: Transition Guide.

Enhanced Workflow Clarity with Conditional Descriptions (20/05/2025)

Procore updated the Workflows tool to enhance user understanding when workflow steps are associated with conditional logic. Users with the required user access permissions to a workflow can now see the name of the specific conditional step and its result within the History side panel. This improvement clarifies workflows that use conditional steps and reduces potential confusion. To learn more, see View Complete Workflow History as a Workflow Participant.

New Project Level Configuration of Workflow Templates (20/05/2025)

Procore has introduced the ability to configure workflows at the project-level, enhancing flexibility for project teams by allowing them to create and customise workflows directly within their project environment. With this feature, project teams can create, edit, and manage workflows at the project level, bypassing the need for company-level permissions. To learn more, see Enable Project Level Workflow Templates and Clone a Workflow Template.

Workflows Tool List Now Alphabetical and Shows Document Management Tool Only If Enabled (20/05/2025) 

When using the Workflows Builder in the Company level Workflows too, the Tool menu options are now alphabetized, and the Document Management tool only shows if it's enabled on your Procore company account. The Document Management tool is only available in select regions. This enhancement streamlines the user experience with a more organised and relevant tool display. See Which Procore tools support Workflows?

Item Creator Company Notification (20/05/2025)

Procore introduced a smarter notification system that automatically informs all members of the item creator's company assigned to the project. The new 'Item Creator’s Company' option allows workflow managers to dynamically include all relevant users from the creator's company, improving communication and streamlining project co-ordination. To learn more, see Create a Workflow Template.

Enhanced Change Orders Workflow Access from Email Links (12/05/2025)

The Procore Change Orders Workflow has been enhanced to streamline the user experience. The Workflows panel now opens automatically directly from the workflow email links, reducing clicks and improving efficiency for construction stakeholders. 

ENHANCED WORKFLOW MANAGEMENT WITH BUDGET CODE LEVEL CONDITIONAL LOGIC (12/05/2025)

​​​​​​The budget code level conditional logic for commitments Workflows is now generally available, enhancing the ability to manage budgets effectively. Workflow managers can now assess the impact of new subcontracts, purchase orders, or change orders on individual budget code items, providing greater insight into budget management. To learn more, see Create a Workflow Template.

Beta ENHANCED WORKFLOW MANAGEMENT WITH BUDGET CODE LEVEL CONDITIONAL LOGIC (18/04/2025)

​​​​​​Procore has introduced budget code level conditional logic to the workflows for commitments, enhancing the ability to manage budgets effectively. Workflow managers can now assess the impact of new subcontracts, purchase orders, or change orders on individual budget code items, providing greater insight into budget management. To learn more, see Create a Workflow Template.

Pre-Configured Workflow Templates for Financial Tools (10/04/2025)

Customers using Procore in English can now choose from a selection of pre-populated quick start workflow templates for financial tools. These templates can be used as-is, or edited to meet your company's needs. Quick start workflows templates are not available outside of English speaking regions at this time. See Edit a Workflow Template.

ENHANCED WORKFLOW MANAGEMENT WITH GROUPED RESPONSES (18/02/2025)

Procore introduced a new feature that allows users to group multiple response options and route them to a common step in a workflow. This enhancement simplified the workflow configuration process by eliminating the need to duplicate steps for similar responses, improving workflow visualisation and management. To learn more, see Create a Workflow Template.

Bulk Update Workflow Assignees (14/11/2024)

This feature allows workflow managers and project administrators to perform bulk updates to role assignments across all active workflows simultaneously. This eliminates the need to manually update each individual workflow when replacing one or more users involved in multiple workflows. See Bulk Update Workflow Role Assignee.

Workflow assignee & response requirement management (25/07/2024)

Procore has updated the Workflows tool to provide greater flexibility to workflow creators managing assignee roles and response requirements. Decision types are now used to determine which response options can be applied to workflow steps. Multiple assignee roles can be added to a single 'Response' step and have the step's final decision determined by everyone or just specific members. Additionally, users configuring workflows within a tool's settings can now assign members to all of the assignee roles assigned in the company template. See Create a Workflow Template for more details.

New Worklows email Digest & Notification Types (25/07/2024)

Delivery of workflow email notifications has been improved in situations where users may receive many separate emails close together. When this happens, notifications may be stored and collected for a short period of time and sent later as a single digest email. 

Additionally, several other new types email notifications have been introduced to keep workflow managers and responders informed.

The following email notification types have been added:

• Due Tomorrow. Workflow managers are notified when a step is due in one day.
• Overdue Step Reminder (Workflow Manager). Workflow managers are notified when a step is overdue.
• New Workflow Applied. Workflow managers are notified when new workflows are applied to an item (Only available in Document Management)
• Workflow Restarted. Workflow managers are notified when a workflow has been restarted.

For more information about workflow email notifications, see What email notifications are sent from workflows?

WORKFLOW Configurations preserved when Editing Templates  (02/05/2024)

Existing project workflow configurations are now preserved when publishing a new version of a workflow template.*  After updating a template in the Workflows tool, such as a step's name or the status associated with it, the update is now seamlessly applied to project items using that workflow template. 

The following workflow template changes can now be made without requiring further project configuration updates:

• Step Name 
• Days to Complete 
• Conditional fields and values
• Item Status
• Response additions or changes 
• Assignee Role additions or removals*
• Deleting steps
• Changing the step sequence.

*Creating new custom template roles for new or existing steps will still require project level configuration once the updates are published. See Configure a Custom Workflow Template on a Project. 

Head Contract Progress Claim added to Workflows Open Beta (13/03/2024)

Head Contract Progress Claim has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Progress Claim Workflow.

Added a 'Workflows' Column to the Contracts Table in the Commitments Tool (28/09/2022)

Procore has updated the Commitments tool for participants in the Workflows Beta program. A new 'Workflows' column is now automatically added to the 'Contracts' table in the Project level Commitments tool when you complete the steps in Create a Custom Workflow Template for Commitments. Clicking the icon in this new column shows the name of the workflow manager, its current state and the number of days (if the workflow is overdue). At this time, the column data is not included in CSV or PDF exports from the Commitments tool. It is also not synced with the ERP Integrations tool. 

Additional conditional logic options added to commitment workflows (06/05/2022)

Four additional conditional logic options have been added as options when creating commitment workflow templates. Amount Over budget on Approved Cost Objects, Amount Over Budget on All Cost Objects, Percent of Budget Allocated to Approved Cost Objects, Percent of Budget Allocated to All Cost Objects. See Create a Custom Workflow Template for Commitments for more information.

Head contracts added to Workflows open beta (26/04/2022)

Head Contracts has been added to the list of tools supported by the self-serve workflows open beta. See Create a Custom Workflow Template for Head Contracts.

Self-serve workflows open beta begins (21/04/2022)

The self-serve Workflows open beta is now available for all Procore users. See About the Workflows Beta Program.