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Categories Workflow
Created by Bryan Chau
Created on Nov 13, 2025

Batch Edit or Change the Workflow Template for Multiple Submittals at Once

Using the Import function to import a submittal register into PS does not automatically apply the new workflow template. The submittals are needing to be managed/changed individually taking significant time with projects that have 2000+ submittals.

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  • Guest
    Jan 21, 2026

    When adding a workflow template to a project it applies to all new records.
    Are you having trouble with trying to implement multiple different workflow templates in a record?

  • Guest
    Nov 13, 2025

    Bryan is spot on. The idea of custom workflows is great in theory, but completely useless if we can’t assign them. I’m on a large project right now with a massive register and dozens of submittals requiring different approval routes — we need this functionality to keep things moving. This is a major blocker and needs to be fixed immediately.