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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 most requests. The Custom Solutions Team can work with you to create custom forms that support most client requests. The examples below detail the most common customizations requested:

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

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

The animated illustration below shows you an example of how data can be exported to a custom form. The Letters tool in this example is a custom tool. However, you can also export custom field data for these Supported Procore Tools.

customs-pdf-export.gif

Supported Procore Tools

Currently, the Custom Solutions Team can work with you to add custom fields and create custom forms in the Procore tools listed below. These fields can also be added to custom tools built by the Custom Solutions Team. See Get Started with Custom Tools.

 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 a subcontract, tender package, change event, commitment variation, punch item, RFI, submittal and so on. 
  • Customizations are NOT supported on list pages or reports. A list page is the primary area for displaying a Procore tool's data and is reserved for performing actions on specified records, such as editing and viewing forms. An example of a list page in Procore tools include these tabs: ItemsList, and Recycle Bin.  
Alphabetical List of Tools Custom Fields can be added to these items: Custom Forms can be created for these items:
Admin icon-mindtouch-table-check.png
Project Admin
icon-delete-x-grey.png*
Tendering icon-delete-x-grey.png icon-mindtouch-table-check.png
Tender Packages
Budget icon-delete-x-grey.png icon-delete-x-grey.png
Change Events icon-delete-x-grey.png icon-mindtouch-table-check.png
Change Events
RFQs
Variations icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Commitments (Purchase Orders & Subcontracts)

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

icon-mindtouch-table-check.png
Commitments
Commitment Potential Change Orders
Commitment Variation Requests
Commitment Change Orders
Subcontractor Payment Applications

Correspondence* icon-mindtouch-table-check.png
Coordination Issues icon-delete-x-grey.png icon-delete-x-grey.png
Crews icon-delete-x-grey.png icon-delete-x-grey.png
Custom Tools icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Site Diary icon-delete-x-grey.png icon-mindtouch-table-check.png
Direct Costs icon-delete-x-grey.png icon-delete-x-grey.png
Directory icon-delete-x-grey.png icon-delete-x-grey.png
Documents icon-delete-x-grey.png icon-delete-x-grey.png
Drawings icon-delete-x-grey.png icon-delete-x-grey.png
Forms icon-delete-x-grey.png icon-delete-x-grey.png
Emails icon-delete-x-grey.png icon-delete-x-grey.png
Equipment icon-delete-x-grey.png icon-delete-x-grey.png
Home icon-delete-x-grey.png icon-delete-x-grey.png
Incidents icon-delete-x-grey.png icon-mindtouch-table-check.png
Inspections icon-delete-x-grey.png icon-mindtouch-table-check.png
Instructions icon-delete-x-grey.png icon-mindtouch-table-check.png
Payment Applications icon-delete-x-grey.png icon-mindtouch-table-check.png
Meetings/Agenda icon-delete-x-grey.png icon-mindtouch-table-check.png
Observations icon-delete-x-grey.png icon-mindtouch-table-check.png
Photos icon-delete-x-grey.png icon-delete-x-grey.png
Main Contract icon-mindtouch-table-check.png
Main Contracts
Main Contract Potential Variations
Main Contract Variation Requests
Main Contract Variations
icon-mindtouch-table-check.png
Main Contracts
Main Contract Potential Variations
Main Contract Variation Requests
Main Contract Variations
Owner Payment Applications (Detail View Only)
Snag List icon-delete-x-grey.png icon-mindtouch-table-check.png
Snag Items
Reports icon-delete-x-grey.png icon-delete-x-grey.png
RFIs icon-mindtouch-table-check.png
 
icon-mindtouch-table-check.png
 
Programme icon-delete-x-grey.png icon-delete-x-grey.png
Specifications icon-delete-x-grey.png icon-delete-x-grey.png
Submittals icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submittal Items
Submittal Packages
Tasks icon-delete-x-grey.png icon-delete-x-grey.png
Time & Materials Tickets icon-mindtouch-table-check.png
Timecard icon-delete-x-grey.png icon-delete-x-grey.png
Timesheets icon-delete-x-grey.png icon-delete-x-grey.png
Transmittals icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 No form exists for this tool. 

*Note: The Correspondence tool is available for customers in the following markets:

  • Australia and New Zealand - Released July 1, 2020
  • Canada - Released July 1, 2020
  • Latin America - Released July 1, 2020
  • United Kingdom and Ireland - Released July 1, 2020
  • United States - Coming Soon!

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See Also