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Procore

Get Started with Custom Forms

Custom Solutions is an add-on service. Please reach out to your Procore point of contact if you are interested in the services that Custom Solutions provides. If you would like a time estimate for a specific request, please ask the Custom Solutions representative when submitting your request.

 

 

Objective

To provide you with examples illustrating how you can work with the Custom Solutions Team to add custom forms to the Procore web application. 

About Custom Forms 

A custom form is a Portable Document Format (PDF) file that can be tailored to support most requests. The Custom Solutions Team can work with you to create custom forms that support most client requests. The examples below detail the most common customizations requested:

Examples
  • Add or remove signature line(s).
  • Add, modify, or delete text (e.g., add legal disclaimer, edit a statement to add or change text, or remove a heading). 
  • Add pages (e.g., add a cover page or legal disclaimer).
  • Rearrange, rename, and/or delete sections in a PDF form. 
  • Change the page orientation of a PDF (i.e. portrait or landscape).

Note: Custom forms do have some limitations. To learn about those, see What are the limitations of custom forms?

The animated illustration below shows you an example of how data can be exported to a custom form. The Letters tool in this example is a custom tool. However, you can also export custom field data for these Supported Procore Tools.

customs-pdf-export.gif

Supported Procore Tools

Currently, the Custom Solutions Team can work with you to add custom fields and create custom forms in the Procore tools listed below. These fields can also be added to custom tools built by the Custom Solutions Team. See Get Started with Custom Tools.

 Important
  • Customizations are supported only on individual items. An item is an individual object created by an end user with a Procore tool. Examples of items are a subcontract, bid package, change event, commitment change order, punch item, RFI, submittal, and so on. 
  • Customizations are NOT supported on list pages or reports. A list page is the primary area for displaying a Procore tool's data and is reserved for performing actions on specified records, such as editing and viewing forms. An example of a list page in Procore tools include these tabs: ItemsList, and Recycle Bin.  
Alphabetical List of Tools Custom Fields can be added to these items: Custom Forms can be created for these items:
Admin icon-mindtouch-table-check.png
Project Admin
icon-delete-x-grey.png*
Bidding icon-delete-x-grey.png icon-mindtouch-table-check.png
Bid Packages
Budget icon-delete-x-grey.png icon-delete-x-grey.png
Change Events icon-delete-x-grey.png icon-mindtouch-table-check.png
Change Events
RFQs
Change Orders icon-mindtouch-table-check.png
Change Orders
icon-mindtouch-table-check.png
Change Orders
Commitments (Purchase Orders & Subcontracts)

icon-mindtouch-table-check.png
Commitments
Commitment Potential Change Orders
Commitment Change Order Requests
Commitment Change Orders

icon-mindtouch-table-check.png
Commitments
Commitment Potential Change Orders
Commitment Change Order Requests
Commitment Change Orders
Subcontractor Invoices

Coordination Issues icon-delete-x-grey.png icon-delete-x-grey.png
Crews icon-delete-x-grey.png icon-delete-x-grey.png
Custom Tools icon-mindtouch-table-check.png
Custom Tools
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Custom Tools
Daily Log icon-delete-x-grey.png icon-mindtouch-table-check.png
Daily Logs
Direct Costs icon-delete-x-grey.png icon-delete-x-grey.png
Directory icon-delete-x-grey.png icon-delete-x-grey.png
Documents icon-delete-x-grey.png icon-delete-x-grey.png
Drawings icon-delete-x-grey.png icon-delete-x-grey.png
Forms icon-delete-x-grey.png icon-delete-x-grey.png
Emails icon-delete-x-grey.png icon-delete-x-grey.png
Equipment icon-delete-x-grey.png icon-delete-x-grey.png
Home icon-delete-x-grey.png icon-delete-x-grey.png
Incidents icon-delete-x-grey.png icon-mindtouch-table-check.png
Incidents
Inspections icon-delete-x-grey.png icon-mindtouch-table-check.png
Inspections
Instructions icon-delete-x-grey.png icon-mindtouch-table-check.png
Instructions
Invoices icon-delete-x-grey.png icon-mindtouch-table-check.png
Invoices
Meetings/Agenda icon-delete-x-grey.png icon-mindtouch-table-check.png
Minutes/Agenda
Observations icon-delete-x-grey.png icon-mindtouch-table-check.png
Observations
Photos icon-delete-x-grey.png icon-delete-x-grey.png
Prime Contract icon-mindtouch-table-check.png
Prime Contracts
Prime Contract Potential Change Orders
Prime Contract Change Order Requests
Prime Contract Change Orders
icon-mindtouch-table-check.png
Prime Contracts
Prime Contract Potential Change Orders
Prime Contract Change Order Requests
Prime Contract Change Orders
Owner Invoices (Detail View Only)
Punch List icon-delete-x-grey.png icon-mindtouch-table-check.png
Punch Items
Reports icon-delete-x-grey.png icon-delete-x-grey.png
RFIs icon-mindtouch-table-check.png
RFIs
icon-mindtouch-table-check.png
RFIs
Schedule icon-delete-x-grey.png icon-delete-x-grey.png
Specifications icon-delete-x-grey.png icon-delete-x-grey.png
Submittals icon-mindtouch-table-check.png
Submittals
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Submittal Items
Submittal Packages
Tasks icon-delete-x-grey.png icon-delete-x-grey.png
Timecard icon-delete-x-grey.png icon-delete-x-grey.png
Timesheets icon-delete-x-grey.png icon-delete-x-grey.png
Transmittals icon-mindtouch-table-check.png
Transmittals
icon-mindtouch-table-check.png
Transmittals

1  No form exists for this tool. 

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