To fill out a form on your iOS mobile device.
Things to Consider
- 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.