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Procore

RFIs: New Dynamic RFI Form

Published: April 24, 2018
Updated: May 24, 2018

Enhanced Dynamic RFI Form to Improve Data Entry

Procore has dramatically improved the Project level RFIs tool to provide project teams and collaborators with a better end-to-end experience. Featuring a variety of user interface improvements, the update was designed to save your team time and effort when managing RFIs:

  • Improved page layout for better readability
    We've improved the alignment and sizing of the data entry fields added alternate-row highlighting to improve readability and to enhance data entry. 
  • Enhanced system focus for faster data entry
    When users create a new RFI, the system automatically places focus on the Subject field (i.e., the fields in now highlighted in BLUE), so you can simply begin your data-entry. Users can also press the TAB key to quickly switch the system's focus between data entry fields. To quickly remove data entry from a field, you can also click the new 'x' symbol in the General Information fields. 
  • Updated buttons and new 'sticky' footer
    The Save button is now grayed out and unavailable until all required data entry fields are complete. In addition, a new 'sticky' footer with call-to-action buttons is present at all times so you can quickly execute associated actions. 
  • Require responses from assignees 
    Procore has also added a new feature that allows users to mark a checkbox next to an 'Assignees' name to designate that a response to the RFI is required by that assignee. See How do I mark an assignee as a required responder on an RFI?
  • Add assignees to an RFI as an assignee
    The new form also provides assignees' on an RFI with access to an Add Assignees button. This provides assignees' on the RFI the ability to add new assignees to an RFI when their input is needed. See Add Assignees to an RFI as an Assignee on an RFI.

Demo

rfi-dynamic-form.gif

Want to learn more?

Register for the Submittal & RFI: Workflow Updates webinar. In this webinar we will be covering the recent workflow updates made to both Submittals and RFIs - including multiple assignees, configurable workflows, required responders, and more. Register for free today

  • Tuesday, May 1, 2018 10:00 AM PDT
  • Tuesday, May 15, 2018 8:00 AM PDT
  • Tuesday, May 29, 2018 8:00 AM PDT

 

Have feedback?

To submit your feedback about the release of the RFI Dynamic form, please send your comments to: rfiformfeedback@procore.com

See Also