Bulk Remove Company Inspection Templates

Things to Consider

  • Required User Permissions

  • Additional Information

    • Section Requirement: You can only apply logic to items within the same inspection section.

    • Limit: You can add a maximum of four conditions to a single item.

    • Excluded Response Types: You cannot add conditional logic to 'Number,' 'Text,' 'Signature,' or 'Date' response types.

    • Change History: Procore tracks changes to conditional logic in the template's change history.

    • Template Sync: Logic added at the Company level applies to all new project inspections created from the template.

    • Project Level Logic: You can also add logic to individual templates at the Project level.

Steps

  1. Navigate to the Company level Inspections tool.

  2. Locate the template within the list view and navigate to the Assigned Projects column.
    Assign Company Inspections Template To Project

  3. Click Projects.

  4. Mark the checkboxes next to the projects you would like to remove the template from.

  5. Click Update.

 Note
  • If you select five or less projects, the templates will sync automatically. However, if you select more than five projects, then you will receive an email when the templates have finished being removed from all of your projects.

See Also

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