Updating a Workflow Used by a Request in a Project

In Buildend, you can update the workflow assigned to a specific request type (e.g., Subcontracts) within a project. This allows you to ensure the right approval and action steps are followed for new items created moving forward. Follow the steps below:

• Navigate to the Project where you want to update the workflow.
• Go to Project Settings.
• Select the Project Workflows tab.
• Under the Select Workflow dropdown, choose the Request Type (e.g., Subcontracts) you want to update.
  • The current workflow used for that request type will load.
• On the right-hand side, click Update Workflow.
• In the dropdown, select the new workflow you want this request type to use.
• Click Save Changes.

Note: The updated workflow will apply only to new requests created after this change.

Existing requests will continue to follow the workflow they were originally assigned.

This ensures that future requests in your project follow the most current and appropriate process.