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 the signature line(s).
- Add, modify, or delete text (for example, add a legal disclaimer, edit a statement to add or change text, or remove a heading).
- Add pages (for example, add a cover page or legal disclaimer).
- Rearrange, rename, and/or delete sections in a PDF form.
- Change the page orientation of a PDF (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, and so on.
- Customizations are NOT supported on list pages or reports. A list page is a primary area for displaying a Procore tool's data and is reserved for performing actions on specified records, such as editing and viewing forms. In Procore, an example of a list page includes 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: |
|---|---|---|
| Action Plans |  |
 |
| Admin | Project Admin |
1 |
| Bidding | |
Bid Packages |
| Budget | |
|
| Change Events | |
Change Events RFQs |
| Change Orders | |
|
| Commitments (Purchase Orders & Subcontracts) |
|
|
| Correspondence 2 | |
|
| Coordination Issues | |
|
| Crews | |
|
| Custom Tools | |
|
| Daily Log | |
|
| Direct Costs | |
|
| Directory | |
|
| Documents | |
|
| Drawings | |
|
| Forms | |
|
| Emails | |
|
| Equipment | |
|
| Home | |
|
| Incidents | |
|
| Inspections | |
|
| Instructions | |
|
| Invoices | |
|
| Meetings/Agenda | |
|
| 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 | |
|
| Schedule | |
|
| Specifications | |
|
| Submittals | |
Submittal Items Submittal Packages |
| Tasks | |
|
| Time & Materials Tickets | |
|
| Timecard | |
|
| Timesheets | |
|
| Transmittals | |
|
1 No form exists for this tool.
2 The Correspondence tool is available for customers in the following markets:
- Australia and New Zealand - Released July 1, 2020
- Canada - Released July 1, 2020
- Latin America - Released July 1, 2020
- United Kingdom and Ireland - Released July 1, 2020
- United States - Released September 1, 2020