Skip to main content
Procore (en-CA)

Prequalifications: Create and Edit Custom Prequalification Questions

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: June 19, 2020  /  Feature Released: June 25, 2020  

Create and Edit Custom Questions on the Prequalification Form

Procore has added the ability to create and edit custom questions on the Company level Prequalifications tool using the Prequalification form. This functionality allows you to capture the most relevant and job specific information from prospects when determining their prequalification status. 

Preview

Custom questions can be added to any section of the Prequalification form in addition to existing preset questions. To add a question, click 'Additional Information' and then click the  Add Question button.

Add question.jpg

Note: There is an Add Question option for each section of the Prequalification Form.

Create Custom Question

When you add questions you can customize them by the following question types:

  • Text: Answer in text format. You can choose the answer format to be short or long.

CQ_Text.jpg

  • Dropdown: Answer in format of a dropdown list with multiple response options. You can reorder, alphabetize, and disable question response options.

CQ_Dropdown.jpg

  • Yes /No: Answer is in Yes or No format.

CQ_Y:N.jpg

  • Number: Answer is a numerical format. Numbers must be in whole form. 

CQ_Number.jpg

  • Currency: Answer the question is in currency format. 

CQ_Currency.jpg

  • Date: Answer in date format. You can choose from three date formats for the response.

CQ_Date.jpg

  • Phone Number: Answer to the question is in the format of a phone number.

CQ_Phone.jpg

  • File Upload: Answer to the question in the form of an attachment. Supported files type are listed. 

CQ_file.jpg

Back To Top


Edit Custom Question

  • Text: When editing a text type question the format of the response is disabled. You can only edit the question field. Changing the answer format from long answer to short answer is not allowed.

clipboard_ed72436ac7910d0faffe48bc154c81c06.png

  • Dropdown: When editing a dropdown question type the trash  icon used to delete response options is replaced with a field active  icon. When you click the field active icon response options toggle from field active  to field inactive . If you make a response option field inactive  the text field is disabled and will not show as a response option. When editing a dropdown question type adding more response options is allowed. If a question allows multiple selections when it's created it cannot be changed when editing. 

clipboard_e0bfe1130755aaeaa48697c1b02e029ad.pngclipboard_e708a90616bfe15c1ce9ba49f19ca7180.pngclipboard_ef5fbd3fea07ad510fa204ef99b6e9ae3.png

  • Date: When editing a date type question you cannot change the format of the date.

clipboard_ef91495b34b2dc29a1ff558b2064ed112.png

The following question types can only be changed when editing the question field text:

  • Number
  • Yes/No
  • Currency
  • Phone Number
  • File Upload

Back To Top

See Also

If you would like to ask questions or share any feedback, please contact support@procore.com.