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Procore

Search, Sort, and Filter Correspondences

 Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

Objective

To use the search, filter, and sort options to quickly locate correspondences or personalize how correspondences are listed.

Things to Consider

  • Required User Permission:
    • 'Read-only' level permission or higher on the project's Correspondence tool. 
  • Additional Information:
    • Use the search tool to further narrow the displayed results. The search tool respects any selected filter parameters and will only search for items within the filtered results.Use one or more filters restrict which items are displayed.
    • The filters you apply (by selecting items in the Add Filter drop-down list) are persistent and will be retained for your next session, unless you click Clear All.
    • Use sorting to rearrange the way correspondences are listed.
    • Search, Sort, and Filter can be used in combination to locate items or further personalize how correspondences are listed.

Steps

You can select any one of the options below to locate a specific correspondence. 

Note: This steps do not need to be completed in a specific order.

Search for a Correspondence

Complete the steps below to search for a correspondence by entering a keyword or search phrase in the search bar.

Click here to view the steps.  

  1. Navigate to the project's Correspondence tool by selecting Correspondence within Project Tools.
    The Correspondence page is displayed, which shows a list of all the correspondences for the project. 
  2. Enter a keyword or phrase in the Search box. Then click the magnifying glass icon or press the enter/return key on your keyboard to initiate your search.

    The search feature supports the use of advanced search symbols. To learn more, see What is an advanced search symbol in Procore?

    search-rfis.png

Back to Steps


Filter the Correspondences List

Complete the steps below to apply a filter to locate correspondences or personalize how correspondences are listed.

Click here to view the steps.  

  1. Navigate to the project's Correspondence tool by selecting Correspondence within Project Tools.
    The Correspondence page is displayed, which shows a list of all the correspondences for the project. 
  2. From the Add Filter list, apply as many of the following filters as desired: 
    filter-rfis.png
    • Assignee: Selecting the name(s) of the Assignees will narrow the list to the correspondences assigned to those individuals.
    • Received From: Select a name in Received From to narrow the list of correspondences to that individual.
    • Created By: Select the checkboxes that correspond to the correspondence creators for which you want to filter the list.  
    • Associated Company: Select the checkboxes that correspond to the companies for which you want to filter the list.  
    • Created At: From the calendar, select one of the two options:
      • Single Day: Select a specific day for which you want to filter the list.
      • Date Range: Select a date range for which you want to filter the list.
    • Closed On: From the calendar, select one of the two options:
      • Single Day: Select a specific day for which you want to filter the list.
      • Date Range: Select a date range for which you want to filter the list.
    • Issued On: From the calendar, select one of the two options:
      • Single Day: Select a specific day for which you want to filter the list.
      • Date Range: Select a date range for which you want to filter the list.
    • Type: From the list, select one or more checkboxes to filter the list of correspondences to view only the selected types.
    • Status: Select one or more of the items from the list:
      • Closed: The correspondence has been closed.
      • Open: The correspondence is open.
      • Custom Status: You can filter on other custom status. .
        Note: You cannot filter on items in 'Draft' status.
    • Overdue. : To list only overdue correspondences, select the Yes checkbox.
  3. Click any area outside of the Add a Filter list, to apply the filters to the Correspondences list. 
  4. If you want to clear filters that you have applied, click Clear All. Otherwise, your filters will persist until you clear or change them. 

Back to Steps


Sort the Correspondences List

If you want to sort the listed items in the Correspondences list, click one of these column headers: Number, Subject, Due Date, or Status. (Note: For Assignee, sort is not available. Instead, it is recommended that you narrow the items in the list using the Assignee Filter) You can also click the column header again to switch between ascending (i.e., the up arrow) and descending (i.e., the down arrow).

You can also click the column header again to switch between ascending (i.e., the up arrow) and descending (i.e., the down arrow). 

switch-column-order.png

Back to Steps


See Also

What is an advanced search symbol in Procore?

 

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