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Procore

Edit a Form's Information (iOS)

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Beta iconBeta - Multi Column Layout for iPad

A new two and three-column layout is now available for iPads, making it easier to navigate different tools. The two-column layout works with all tools, while the three-column layout is for Documents, Drawings, Forms, and Specifications. Company Administrators can enable the Multi-Column Tablet Experience (iOS) beta in Procore Explore.

Objective

To edit information on a Project level form using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Forms tool.
      Note: 'Standard' level users can edit the information of forms they have created.

  • This asset or item can be viewed or edited in offline mode if it was previously viewed and cached on your mobile device. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Steps

  1. Navigate to the Project level Forms tool using the Procore app on an iOS mobile device.
  2. Tap the form that you want to edit.
  3. Tap Menu.

    forms-ios-menu.png
     
  4. Tap Info.
  5. Tap one or more of following options to edit the form's information:
    • Private: Tap the toggle to the ON position to mark the form as private. Forms marked as private will only be visible to the form's creator and 'Admin' level users on the project's Forms tool. 
    • Name: Tap the field to edit the form's name.
    • Description: Tap the field to edit the form's description.
  6. Tap Save.