Fill out a Form (iOS)

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Objective

To fill out a form on your iOS mobile device.

Required User Permissions:
- 'Standard' or 'Admin' on the project's Forms tool.
Additional Information:
- 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.

A form template must exist in the Company level Admin tool. See Create a Company Level Form Template.

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

Tap the project you would like to work in on your mobile device.
Tap the Forms tool.
Tap the + near the top right of the screen.
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.
Complete your form by tapping the form's fillable fields and entering the applicable information.
Click Save.