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FAQ


Below are common FAQs about creating custom tools in Procore.

Can I create a custom tool tab at both the Company and Project levels?

Yes. Although users cannot build custom tools themselves, companies can request the development of a custom tool in their Procore account by making a formal request. All custom tools are built by the Procore Customs Team.

Can I export data from a custom tool as a PDF or CSV?

Yes. Most data can be exported into a PDF or CSV format. However, there may be certain situations where data cannot be properly exported from Procore. During the scoping phase of the project, be sure to inform the Procore Customs Tool designer which data or fields need to be exported, as well as which formats should be supported. (i.e. PDF, CSV, or both)

Is there a limit to the number of custom tool tabs I can create?

No. However, the development of each custom tool must be properly scoped and approved by our Procore Customs Team. 

Will custom tabs be visible in Procore's mobile application (iOS or Android)?

Yes. Please contact your Procore point of contact to enable a custom tool to be visible and usable in Procore's mobile applications. Supported functionality in a mobile application interface is dependent on the complexity of the tool itself. Certain data fields and user actions may not be supported. During the scoping phase of the project, be sure to inform the Procore Customs Tool designer which data and/or user actions need to be supported on a mobile device.

How do I control user level access for custom tools?

Access to custom tools is controlled in the same way as other Procore tools. At the Company level, company administrators control which tools are enabled (active) or disabled for their account. At the Project level, project administrators can control which tools are enabled (active) or disabled for their specific project, as well as determine user level access (e.g. read only, standard, admin, none) on a per tool basis.

Which data fields can be added to a custom tool?

The following types of fields/elements can be added to a form.

  • Selectors
    • Checkbox
    • Radio Button
    • Dropdown Menus
      • Assignment selector (based on permissions of person in the project)
      • Single Cost Code selector
      • Generic Selector
      • Date picker or Duration (in calendar days)
      • Directory person selector
      • Single person selector
      • Multi-person selector
      • Location selector
      • Vendor selector
  • Text Areas
    • Read-only text
    • Text area (Note: For HTML code, the text cannot be included inline on forms. Text must be a separate paragraph.)
    • Text field (Note: One line of text can be included inline on forms.)
  • Currency box (Note: Calculations cannot be performed in these boxes.)
  • File uploader (Note: Links to uploaded files can be included, but will not be displayed inline.) 

 

 

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Last modified
09:33, 12 Aug 2016

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