Get Started with Custom Forms

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.

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: Items, List, and Recycle Bin.

Alphabetical List of Tools	Custom Fields can be added to these items:	Custom Forms can be created for these items:
Admin	Project Admin	^*
Bidding		Bid Packages
Budget
Change Events		Change Events RFQs
Change Orders	Change Orders	Change Orders
Commitments (Purchase Orders & Subcontracts)	Commitments Commitment Potential Change Orders Commitment Change Order Requests Commitment Change Orders	Commitments Commitment Potential Change Orders Commitment Change Order Requests Commitment Change Orders Subcontractor Invoices
Coordination Issues
Crews
Custom Tools	Custom Tools	Custom Tools
Daily Log		Daily Logs
Direct Costs
Directory
Documents
Drawings
Forms
Emails
Equipment
Home
Incidents		Incidents
Inspections		Inspections
Instructions		Instructions
Invoices		Invoices
Meetings/Agenda		Minutes/Agenda
Observations		Observations
Photos
Prime Contract	Prime Contracts Prime Contract Potential Change Orders Prime Contract Change Order Requests Prime Contract Change Orders	Prime Contracts Prime Contract Potential Change Orders Prime Contract Change Order Requests Prime Contract Change Orders Owner Invoices (Detail View Only)
Punch List		Punch Items
Reports
RFIs	RFIs	RFIs
Schedule
Specifications
Submittals	Submittals	Submittal Items Submittal Packages
Tasks
Timecard
Timesheets
Transmittals	Transmittals	Transmittals

¹ No form exists for this tool.

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