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Procore

Search and Filter Action Plans (iOS)

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Also available on  icon-android-logo.png  web-gray-icon.jpg

Objective

To search for or filter an action plan on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Project level Action Plans tool.
  • Additional Information:

Steps

Search for Action Plans

  1. Open the Procore app on an iOS mobile device.
  2. Tap the project's Action Plans tool.
  3. Tap the Search icon-search.png bar.
  4. Begin typing a search term.
    Note: Results that match the search will automatically begin populating.
  5. Tap the X icon on the Search bar to clear the search.

Add Filters

  1. Open the Procore app on an iOS mobile device.
  2. Tap the project's Action Plans tool.
  3. Tap the Filter icon-filter2.png icon.
  4. Tap the parameters you want to filter by.
    Note: Several filters contain a search bar that allows you to search through the list of items in that filter.
    • Type
    • Plan Manager
    • Location
    • Status
  5. Tap Apply.
  6. Optional: To clear the filters that were applied:
    1. Tap the Filter icon-filter2.png icon.
    2. Tap Reset All Filters.