Background
In Procore, a workflow consists of a series of steps. Each step defines a different part of the business process leading to the approval of an item in Procore. There are four (4) types of steps that you can create in a custom workflow: Response Step, End Step (Successful), End Step (Unsuccessful), and Condition step.
Answer
The table below describes the types of steps that you can create in a custom workflow.
| Type |
Definition |
Example |
| Response Step |
- A response step represents a single action or process within a custom workflow.
- It is always used to define the initial step in a custom workflow.
- You can define:
- Responsible Group
- Days to Complete (Business Days or Calendar Days)
- Item Status
- Send Emails to Assignee and Responsible Group(s)
- Responses
|
- A Project Manager has an action step to review a subcontractor invoice and provide a Return or Approve response.
|
| End Step (Successful) |
- An End Step (Successful) indicates all steps in the workflow are complete.
- It is used to define the final step in a custom workflow.
- You can define:
- Item Status
- Send Emails to Assignee and [Responsible Group(s)]
|
- A subcontractor invoice is Approved by a Project Manager and under $99,999
- A subcontractor invoice is Approved by a Vice President and is under $999,999
- A subcontractor invoice is Approved by an Executive.
|
| End Step (Unsuccessful) |
- An End Step (Unsuccessful) indicates that forward progress on the workflow has been terminated.
- It is used to indicate that the custom workflow was terminated, but NOT completed.
|
- A subcontractor invoice is Rejected by a Project Manager.
- A subcontractor invoice is Returned by a Project Manager.
|
| Condition Step |
- A condition step contains a When/Then statement. The 'When' part of the statement contains a (1) hypothesis and the 'Then' part of the statement contains (2) a conclusion.
|
- When a subcontractor invoice amount is greater than $99,999.00, it must be routed to a Vice President for review.
- When a subcontractor invoice is greater than $9,999,999.00, it must be routed to an Executive for review.
|
