Fill out a Form (iOS)

Objective

To fill out a form using the Procore app on an iOS mobile device.

Things to Consider

• Required User Permissions: 
  • 'Standard' or 'Admin' level permissions on the project's Forms tool.
• Additional Information:
  • To configure what items are created with the quick create  icon, see Configure Quick Create Settings.
  • Forms created offline will not be saved until a network connection is restored and the device syncs with Procore's servers. See Can I access Forms offline?

Prerequisites

• A form template must exist in the Company level Admin tool. See Create a Company Level Form Template.

Video

Steps

1. Open the Procore app on an iOS mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select Form.
   OR
   Tap the Forms tool and tap the create  icon.
3. Select a template that you want to generate a new form from.
   Note: These templates have been created by a Company level Forms Admin user in the Company level Admin tool from a computer. If the template you are looking for does not appear here, contact the Forms Admin user to have them Create a Company Level Form Template.
4. Complete your form by tapping the form's fillable fields and entering the applicable information.
5. Click Save.

See Also

• View a Form (iOS)
• Can I fill out forms on the web version of Procore?