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Search for and Filter Forms


To use the search and filter options to locate a form in the Forms tool.

Things to Consider

  • Required User Permission: 'Read-only' level permission and higher on the project's Forms tool. 
  • The search tool further narrows the displayed results. The search tool respects any selected filter parameters and will only search for items within the filtered results.
    • Note: The filters that you apply (by selecting items in the Add a Filter drop-down list) are persistent and will be retained for your next session, unless you click Clear All
  • Custom form templates can be added to the Company level by 'Admin' level users. See Create a Company Level Form Template.


Search for a form 

  1. Navigate to the project's Forms tool
  2. Enter a keyword or phrase into the Search bar.
    ​Procore searches the following fields for matches:
    • Name
    • Description
    • Created Date
    • Created By

Filter the Forms tool list page

  1. Navigate to the project's Forms tool.
  2. Click the Add Filter drop-down picklist and select one of the following:
    • Template
    • Created By
    • Created Date

Note: Users can apply more than one filter to further narrow the display results.

See Also

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