procore-core-workflow-a

Procore Core Workflow A

Overview

Build a complete RFI workflow: create, assign, respond, track, and close RFIs using the Procore API.

Prerequisites

• Completed procore-hello-world with project access

Instructions

Step 1: Create RFI with Full Details

rfi_data = {
    "rfi": {
        "subject": "HVAC duct routing — Level 2 conflict",
        "question_body": "The HVAC ducts conflict with structural beams at grid B-4. Need routing alternatives.",
        "assignee_id": 11111,
        "rfi_manager_id": 22222,
        "due_date": "2026-04-15",
        "priority": "high",
        "cost_impact": "yes",
        "schedule_impact": "yes",
    }
}
rfi = requests.post(
    f"{BASE}/projects/{project_id}/rfis",
    headers={**headers, "Content-Type": "application/json"},
    json=rfi_data,
)
rfi_id = rfi.json()["id"]

Step 2: Add Response to RFI

response = requests.post(
    f"{BASE}/projects/{project_id}/rfis/{rfi_id}/responses",
    headers={**headers, "Content-Type": "application/json"},
    json={
        "response": {
            "body": "Route ducts below beam using 8-inch offset. See attached drawing.",
        }
    },
)

Step 3: Track RFI Status

rfi_detail = requests.get(f"{BASE}/projects/{project_id}/rfis/{rfi_id}", headers=headers)
data = rfi_detail.json()
print(f"RFI #{data['number']}: {data['status']['name']}")
print(f"  Days open: {data.get('days_open', 0)}")
print(f"  Responses: {len(data.get('responses', []))}")

Step 4: Close RFI

requests.patch(
    f"{BASE}/projects/{project_id}/rfis/{rfi_id}",
    headers={**headers, "Content-Type": "application/json"},
    json={"rfi": {"status": "closed"}},
)

Output

• RFI created with full metadata (priority, impacts, due date)
• Responses added to RFI thread
• Status tracked through lifecycle
• RFI closed upon resolution

Error Handling

Error	Cause	Solution
422 Invalid assignee	User not on project	Verify user is a project member
403 Cannot close	Not RFI manager	Only RFI manager can close
Missing responses	RFI in draft status	Distribute RFI first

Resources

• RFIs API
• Procore Developers

Next Steps

Submittal workflow: procore-core-workflow-b