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RFIs: Coming Soon! New Dynamic RFI Form

Published: April 24, 2018
Updated: May 9, 2018

Enhanced Dynamic RFI Form to Improve Data Entry

Procore will soon be dramatically improving the Project level RFIs tool to provide project teams and collaborators with a better end-to-end experience. Featuring a variety of user interface improvements, the changes are designed to save your team time and effort when managing RFIs:

  • Improved page layout for better readability
    We've improved the alignment and sizing of the data entry fields added alternate-row highlighting to improve readability and to enhance data entry. 
  • Enhanced system focus for faster data entry
    When users create a new RFI, the system automatically places focus on the Subject field (i.e., the fields in now highlighted in BLUE), so you can simply begin your data-entry. Users can also press the TAB key to quickly switch the system's focus between data entry fields. To quickly remove data entry from a field, you can also click the new 'x' symbol in the General Information fields. 
  • Updated buttons and new 'sticky' footer
    The Save button will be grayed out and unavailable until all required data entry fields are complete. In addition, a new 'sticky' footer with call-to-action buttons is present at all times so you can quickly execute associated actions. 
  • Require responses from assignees 
    On or shortly after the release of the dynamic form, we will also be adding a new feature that allows users to mark a checkbox next to an 'Assignees' name to designate that a response to the RFI is required by that assignee. See How do I mark an assignee as a required responder on an RFI?
     

Demo

rfi-dynamic-form.gif

Want to learn more?

Register for the Submittal & RFI: Workflow Updates webinar. In this webinar we will be covering the recent workflow updates made to both Submittals and RFIs - including multiple assignees, configurable workflows, required responders, and more. Register for free today

  • Tuesday, May 1, 2018 10:00 AM PDT
  • Tuesday, May 15, 2018 8:00 AM PDT
  • Tuesday, May 29, 2018 8:00 AM PDT

 

Have feedback?

To submit your feedback about the upcoming release of the RFI Dynamic form, please send your comments to: rfiformfeedback@procore.com

See Also