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Procore

Forms: Updates to Forms on Web Application

Feature Released: October 31, 2019

Updates to Forms Tool on Web

Procore has updated the Forms tool with the following features:

  • Fill Out Forms in Your Web Browser. Users can now fill out a form in the Procore web application directly. See Fill Out a Form.

     Note
    Filling out a form in the Procore web application is NOT supported on Internet Explorer 11. We recommend you use a different web browser to access this feature. Alternatively, see Upload a Completed Form (Internet Explorer 11 Only).

forms-updates-to-forms-on-web.png

The above form is used for demonstration purposes only and is not part of the product release.

  • Inline Editing and 'Group By' Option on List View. Users with permissions to edit a form (the form's creator or users with 'Admin' level permissions on the Forms tool) can perform inline edits for the form's 'Name' and 'Description' fields. The List view can also be grouped by the form template used or who created the form.

  • Forms Configuration Settings. Users with 'Admin' level permissions on the Forms tool have the option to enable or disable the ability for users to replace a form PDF with a file from their computers. See Configure Advanced Settings: Forms.

  • Add Attachments to Forms. Users can upload additional documents to a form and view the attachments in the Procore web application.

     Note

    Attachments cannot be added to a form using Internet Explorer 11 but they can be viewed if they are added using a supported browser or mobile application.

See Also