Fill out a Form (Android)
Things to Consider
Required User Permissions:
'Standard' or 'Admin' level permissions on the project's Forms tool.
The new view and workflow now applies to both Purchase Orders and Subcontracts.
Details like descriptions, inclusions, and exclusions can be expanded or collapsed to keep the view clean.
Schedule of Values and Change Orders are now organized into independent subtabs, reducing the need for excessive scrolling.
Attachments are displayed at the top of the commitment for quick access.
This item can be viewed or edited offline if it was previously viewed and cached on your mobile device. Tasks performed in offline mode sync with Procore once a network connection is reestablished.
Forms filled out offline will not be saved until a network connection is restored and the mobile device syncs with Procore's servers. See Can I access Forms offline?
Prerequisites
Steps
Navigate to the project's Forms tool on an Android mobile device.
Tap the create
icon.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 no templates 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.
Tap Save.
See Also
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