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Procore

Configure Advanced Settings: Forms

Objective

To configure advanced settings for the Forms tool.

Background

The Forms tool allows users to select and add preexisting custom templates to a project. Team members can then fill out, save, and store these forms in Procore.

Things to Consider

  • Required User Permission: 'Admin' on the project's Forms tool. 

Steps

  1. Navigate to the project's Forms tool. 
  2. Click the Configure Settings  icon.
  3. Select which configuration page you would like to view on the right.

Forms Settings

  1. To make a new form private by default, mark the checkbox next to Forms Private by Default.
    Note: 'Admin' users can view all forms. 'Standard' level users can view forms marked as Private that they have filled out.
  2. Click Update.

Permissions Table 

  1. In the right pane, click Permissions Table. This reveals the User Permissions for the Forms tool. (Note: By default, user permissions are inherited from a permission template assigned to the user during account creation. See Manage Permission Templates. You can grant or revoke user access to the tool by continuing with the next step.) 
  2.  Grant or revoke user access permissions as follows:
    • To grant a user access permission to a tool, place a green checkmark (​check.png) in the Read OnlyStandard, or Admin column. The system automatically places a red checkmark (x.png) in the remaining columns. 
    • To revoke a user's access permission to the tool, place a green checkmark (​check.png) in the None column. The system automatically places a red checkmark (x.png) in the remaining columns. 
      (Note: Options that are grayed out indicate a user's permissions cannot be changed at the Project level.)

      For a complete list of tasks associated with each permission level, see the Forms tool Permissions Matrix

 

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