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Procore (en-GB)

Get Started with Custom Forms

Objective

To provide you with examples illustrating how you can work with the Custom Solutions Team to add custom forms to the Procore web application. 

About Custom Forms 

A custom form is a Portable Document Format (PDF) file that can be tailored to support a variety of requests. The Custom Solutions Team can help you modify specific, single-item PDF exports. The examples below detail the most common customizations requested:

Examples
  • Add or remove the signature line(s).
  • Add, modify or delete static text (for example, add a legal disclaimer, edit a statement to add or change text or remove a heading).
  • Add pages (for example, add a cover page or legal disclaimer).
  • Rearrange, retitle and/or delete sections in a PDF form.
  • Change the page orientation of a PDF (portrait or landscape).

Note: Custom forms do have some limitations. To learn about those, see What are the limitations of custom forms?

Supported Procore Tools

The Custom Solutions Team can work with you to create custom forms in the Procore tools listed below.

 Important
  • Customizations are supported only on individual items. An item is an individual object created by an end user with a Procore tool. Examples of items are subcontracts, change events, commitment variations and so on. 
  • Customizations are NOT supported on list pages or reports. A list page is a primary area for displaying a Procore tool's data and is reserved for performing actions on specified records, such as editing and viewing forms. In Procore, an example of a list page includes these tabs: ItemsList and Recycle Bin.
Tool Name Custom Forms can be created for these items:
Change Events icon-mindtouch-table-check.png
Change Events
Variations icon-mindtouch-table-check.png
Commitments (Purchase Orders & Subcontracts)

icon-mindtouch-table-check.png
Commitments
Commitment Potential Variations
Commitment Variation Requests
Commitment Variations
Subcontractor Payment applications

Correspondence icon-mindtouch-table-check.png
Custom Tools icon-mindtouch-table-check.png
Payment Applications icon-mindtouch-table-check.png
Main Contracts icon-mindtouch-table-check.png
Main Contracts
Main Contract Potential Variations
Main Contract Variation Requests
Main Contract Variations
Main Contract Payment Applications (Detail View Only)
Submittals icon-mindtouch-table-check.png
Submittal Items

See Also