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Procore Support (en-au)

Search and Filter Correspondences (Android)

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Objective

To search and filter correspondence items in a project's Correspondence tool using an Android mobile device. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher on the project's Correspondence tool.

Steps

Search for a Correspondence Item

  1. Navigate to the project's Correspondence tool from an Android device.
  2. Tap the Search bar.

     
  3. Enter a keyword or phrase into the search bar. 

Filter for Correspondence Item

  1. Navigate to the project's Correspondence tool.
  2. Tap Filter.
    Correspondence_filter_android.png
  3. Tap to apply the following filter(s):
    • Due Date
      • All
      • Within 3 Days
      • Overdue
    • Type: Tap the correspondence type by which you want to filter.
    • Status: Tap one of the following options:
      • Closed: Filter the list to view only active correspondence items in the Closed status. This does NOT include correspondence items in the Recycle Bin. 
      • Draft:Filter the list to view only active correspondence items in the Draft status. This does NOT include correspondence items in the Recycle Bin.
      • Open: Filter the list to view only active correspondence items in Open status. This does NOT include correspondence items in the Recycle Bin. 
      • 'Custom Status: ' Filter the list to view for any correspondence items with a custom status that has been added to the correspondence type.
    • Assignees: Filter correspondence item by assignee.
    • Received From: Filter correspondence item by the person who it was received from.
    • Created By: Filter correspondence item by the person who created it.
    • Created At: Filter correspondence items by the date when it was created.
  4. Tap Apply.
  5. To clear applied filters tap Reset. Otherwise, your filters will remain applied until you clear or change them.

See Also

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