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Apply a Submittal Workflow Template to a Submittal

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Objective

To apply a submittal workflow template to a submittal.

Background

A user with 'Admin' level permission to your project's Submittals tool can create one (1) or more submittal workflow templates which you can then add to a new submittal when you first create it. This saves data-entry time by preventing you from having to add a new submittal workflow each time you create a submittal. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Submittals tool. 
      OR
    • 'Read Only' level permissions on the Submittals tool and both the 'Create Submittal' AND 'Apply Submittal Workflow Template' granular permissions.
      OR
    • 'Standard' level permissions on the Submittals tool with the 'Apply Submittal Workflow Template' granular permission.
  • Prerequisites:

Steps

  1. Follow the steps in Create a Submittal or Edit a Submittal. 
  2. Under Submittal Workflow, do the following:
    1. Select a Template. Select a workflow template from the drop-down list. 
      Notes:
      • This drop-down list is only visible and available to users with sufficient permissions on the Submittals tool. 
      • This action applies the person(s) named on the submittal workflow template to your submittal. 
      • To learn how submittal workflow templates are created, see Manage Submittal Workflow Templates.
  3. Continue by modifying the Name, Role and Days to Submit/Response fields as needed for the submittal. Your changes only affect the workflow on the submittal, your changes do NOT affect the submittal workflow template. 
  4. (Optional) Continue with the steps in Add Reviewers to the Submittal Workflow.