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Procore

Search for and Filter Forms

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Objective

To use the search and filter options to locate a form in the Forms tool.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Forms tool. 
  • Additional Information:
    • The search functionality respects any selected filters and will only search for items within the filtered results.
    • The filters that you apply will be retained for your next session unless you clear the filters.

Steps

Search for a Form

  1. Navigate to the project's Forms tool
  2. Enter a keyword or phrase into the Search box.
    The following fields are searchable:
    • Name
    • Description
    • Created By (first name or last name)

Filter the Forms List

  1. Navigate to the project's Forms tool.
  2. Click the Add Filter drop-down menu and select one or more of the following filters:
    • Template
    • Created By
    • Created Date
  3. Click Clear All to clear all of the filters.
    OR
    Click the X next to a filter's name to remove it.