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Procore (en-GB)

Search and Filter Correspondences (Android)

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Objective

To search and filter correspondence items in a project's Correspondence tool using an Android mobile device. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on one or more of the project's correspondence types.

Steps

Search for a Correspondence Item

  1. Navigate to the project's Correspondence tool from an Android device.
  2. Tap the Search bar.
    search-rfis-android.png
     
  3. Enter a keyword or phrase into the search bar. 

Filter for Correspondence Item

  1. Navigate to the project's Correspondence tool.
  2. Tap the Filter icon-filter2.png icon next to the search bar.
  3. Apply one or more of the following filters:
    • Due Date: Tap All, Within 3 Days or Overdue to filter the list of correspondence items by their due date.
    • Type: Tap one or more types to filter the list of correspondence items by their type.
    • Status: Tap one or more statuses to filter the list of correspondence items by their status.
    • Assignees: Tap one or more names to filter the list of correspondence items by their assignees.
    • Received From: Tap one or more names to filter the list of correspondence items by the users who have been added to the Received From field.
    • Created By: Tap one or more names to filter the list of correspondence items by their creator.
    • Created At:  Tap a date on the calendar to filter the list of correspondence items by those created on that date.
    • Location: Tap a location (or scan a location's QR code) to filter the list of correspondence items by those associated to that location.
    • Trade: Tap one or more trades to filter the list of correspondence items by their associated trade.
    • Responded By: Tap one or more names to filter the list of correspondence items by users who have responded to them.
    • Cost Code: Tap one or more cost codes to filter the list of correspondence items by their associated cost code.
    • Distribution: Tap one or more names to filter the list of correspondence items by users who have been added to their distribution list.
  4. Tap Apply.
  5. To clear applied filters tap Reset. Otherwise, your filters will remain applied until you clear or change them.

See Also