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Procore

Edit a Form's Information (iOS)

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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 users on the Project Level 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 provided that it was previously viewed and cached on your mobile device.

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.
    form-menu-ios.png
  4. Tap Info.
  5. Tap one or more of following options to edit the form's information:
    • Privacy: 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.

See Also

If you would like to learn more about Procore’s forms software and how it can help your business, please visit our construction quality and safety tool product page here.