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Procore

Search and Filter Correspondences (iOS)

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Objective

To search and filter correspondence items using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on one or more of the project's correspondence types.

Steps

Search for a Correspondence Item

  1. Navigate to the project's Correspondence tool using the Procore app on an iOS mobile device.
  2. Tap the Search bar.

    correspondence-ios-search-correspondence-items.png
     
  3. Enter a keyword or phrase into the search bar. 

Filter for Correspondence Item

  1. Navigate to the project's Correspondence tool using the Procore app on an iOS mobile device.
  2. Tap Filter.

    correspondence-ios-filter-correspondence-items.png
     
  3. Apply one or more of the following filters:
    Note: Date filters offer a choice between 'Single' and 'Range' depending on whether you want to narrow the results to a single day or a range of days. 
    • Type: Select a correspondence type to filter items by. 
    • Last Activity: Enter a date or date range to filter items by last user activity.
    • Assignees: Enter one ore more names to filter items by their assignees.
    • Created By: Ente one or more names to filter items by their creator.
    • Issued On: Enter a date or date range to filter items by when their workflow started. Only applicable to issued items with a workflow applied.
    • Due Date: Enter a date or date range to filter items by their due date.
    • Status: Enter one or more statuses to filter items by their status.
    • Location: Select a location (or scan a location's QR code) to filter items by associated location.
    • Sub Job: Select one or more sub jobs to filter items by their associated sub job.
    • Created At: Select a date or date range to filter items by creation date. 
    • Received From: Enter one or more names to filter items by users added to the 'Received From' field.
    • Workflow Option: Select a workflow template name to filter items by workflow. 
    • Program Tasks: Tap one or more program tasks to filter items by their associated program task.
  4. Tap Apply.
  5. To clear applied filters tap Reset. Otherwise, your filters will remain applied until you clear or change them.

See Also