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Procore (en-CA)

Search and Filter Action Plan Items (iOS)

Also available on  icon-android-logo.png  web-gray-icon.jpg

Objective

To search for and filter items within an individual action plan on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Project level Action Plans tool.

Steps

Search for Action Plan Items

  1. Open the Procore app on an iOS mobile device.
  2. Tap the project's Action Plans tool.
  3. Tap the action plan that you want to search.
  4. Tap the Search icon-search.png bar.
  5. Begin typing a search term. Results that match the search will automatically begin populating. The following plans item fields can be searched:
    • Title at the Section level
    • Title at the Item level
    • #
    • Acceptance Criteria
    • Notes
  6. Tap the X icon on the Search bar or Cancel to clear the search.

Filter Action Plan Items

  1. Open the Procore app on an iOS mobile device.
  2. Tap the project's Action Plans tool.
  3. Tap the action plan that you want to filter.
  4. Tap the Filter icon-filter2.png icon.
  5. Tap the parameters you want to filter by.
    Note: Several filters contain a search bar that allows you to search through the list of items in that filter.
    • Reference Type
    • Due Date
    • Assignee
    • Record Type
    • Status
    • Verification Method
  6. Tap Apply.
  7. Optional: To clear the filters that were applied:
    1. Tap the Filter icon-filter2.png icon.
    2. Tap Reset