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Custom Workflow Assignments

Assign a Custom Workflow at the Project Level

In the Workflows and Forms app, you can create custom workflows that let you specify exactly how these objects are managed:

• Budgets
• Budget changes
• Budget transfers
• Changes
• Change orders
• Commitments
• Contracts
• Ideas
• Potential Change Orders
• Projects
• Project Risks
• Submittals

After you have created a custom workflow, you can assign it to an object and action at the project level to have your custom workflow run every time the action occurs in a project.

To assign custom workflows at the project level:

1. Navigate to the project settings page
   1. In the object selector, select a project.
   2. In the sidebar, select  Summary & Settings.
   3. On the Summary & Settings menu, select Settings.
2. On the Workflow Actions tab, select the object to which you want to assign a custom workflow.
3. In the table, select the action to which you want to assign a custom workflow.

   The actions available here correspond to the selected object.

4. In the corresponding Workflow field, choose a custom workflow.
5. Save your changes:
   1. Select Save.
   2. In the Summary & Settings panel, select  Close.

Now, whenever the chosen action occurs for the chosen project, your custom workflow runs instead of the default workflow.

Next: Customize the System Idea Workflow

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Last Published Tuesday, May 21, 2024