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Action Plans: Add Forms as References and Records

This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: April 26, 2023


Connect Forms to Action Plans

Procore has added the ability to add Forms as references and records in Action Plans.

When creating an Action Plan, users can include Procore forms as references, providing additional context for those performing an Action Plan. Users can also request completed forms as records as a part of an item’s completion.



Add Forms as a Reference


Add Forms as a Record