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Procore

Fill out a Form (iOS)

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Objective

To fill out a form on your iOS mobile device.

Things to Consider

  • Required User Permissions: 'Standard' and above on the Project level Forms tool.
  • Forms created offline will not be saved until a network connection is restored and the device syncs with Procore's servers. See Can I access Forms offline?
  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

     

Video

Steps

You can perform this action from the app's Dashboard or landing page.

  1. Tap the project you would like to work in on your mobile device.
  2. Tap the Forms tool.
  3. Tap the + near the top right of the screen.
  4. Select a template from which to generate a new form.
    Note: These templates have been created by a Company level Forms Admin user in the Company level Admin tool from a computer. If the template you are looking for does not appear here, contact the Forms Admin user to have them Create a Company Level Form Template.
  5. Complete your form by tapping the form's fillable fields and entering the applicable information.

  6. Click Save.

See Also

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