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Procore (en-CA)

Fill out a Form (Android)

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Also available on  ios-gray-icon.jpg 

Objective

To fill out a form on your Android mobile device.

Things to Consider

  • Required User Permissions: 
    • 'Standard' or 'Admin' level permissions on the Project level Forms tool.

  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

  • Forms filled out offline will not be saved until a network connection is restored and the mobile device syncs with Procore's servers. See Can I access Forms offline?

Steps

  1. Navigate to the project's Forms tool on an Android mobile device.
  2. Tap Create New icon-create-new-android.png to add a new form.
  3. Select a template from which to generate a new form.
    Note: These templates have been created by a Company level Forms Admin user in the Company level Admin tool from a computer. If no templates 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. Tap Save.