Get Started with Custom Forms

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Uwaga: Rozwiązania niestandardowe to usługa rozszerzająca

Jeśli są Państwo zainteresowani usługami oferowanymi przez zespół ds. rozwiązań niestandardowych Procore, prosimy o kontakt pod adresem Punkt kontaktowy Procore. Wszelkie działania podejmowane przez zespół ds. rozwiązań niestandardowych będą wymagały zastosowania niestandardowych godzin pracy. Działania te obejmują (ale nie wyłącznie) korespondencję e-mailową i spotkania konferencyjne, a także określanie zakresu prac i produkcję. Jeśli chcesz uzyskać szacunkowy czas realizacji konkretnego zlecenia, skontaktuj się z przedstawicielem zespołu ds. rozwiązań niestandardowych podczas przesyłania zapytania.

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 change orders, 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: Items, List, and Recycle Bin.

Tool Name	Custom Forms can be created for these items:
Change Events	Change Events
Change Orders	Commitment Potential Change Orders Commitment Change Order Requests Commitment Change Orders Prime Contract Potential Change Orders Prime Contract Change Order Requests Prime Contract Change Orders
Commitments (Purchase Orders & Subcontracts)	Commitments
Correspondence
Custom Tools
Invoices	Subcontractor Invoices Owner Invoice (Summary Page Only)
Prime Contracts	Prime Contracts
Procore Pay	Lien Waivers
Submittals	Submittal Items