Workflow templates

If the record type is configured to use workflow templates, you can automatically guide a record, drawing set, or specification set through a predefined workflow when a response is submitted at each step.

The status at each step is set automatically based on the selected workflow template. See Ball-in-court workflows for more information.
Note:

Only portfolio administrators and designated workflow managers can unlock a locked BIC workflow.

The default template (if one is set) or the first template in the list is used when:

  • You create an action item from a meeting topic.
  • You create a daily report.
  • You set up automated weather entries for daily reports.
  • You generate submittals from specifications.
Note: In the Excel import sheet, you can't edit the status of records with workflow templates or create new records with workflow templates.

Basic Steps

  1. Set up a workflow template in the record settings.
    Note: If no workflow templates are set up, you can create records using status workflows.
  2. Create a record and select the workflow template.
  3. Submit a response to move the item to the next workflow step.

Record types that don't support workflow templates

  • Budget
  • Checklists
  • Drawings
  • Meetings
  • Projects
  • Specifications
  • Transmittals