Forms - Edit General Information Prior to Completing Form PDF
I believe the first step in filling out a new form should be to edit the general information. You should be able to select the Form Template you want and then fill in the General Information prior to filling out the fillable PDF. Right now it seems roundabout where you have to download the Form Template, fill out the fillable PDF, save the PDF, and then edit the General Information. I am attempting to create a naming scheme so that my documents are retrievable and not all named the default Form Template name.
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Manuel de Jesus Tillan Martinez commented
In forms, need to be able to add a description (especially in mobile) since the log shows only the company level description and finding a form is exteremely difficult.
In web version one can change the company level description, but the logical thing would be to have a secondary description for the specific form at the Job Level, both in the web and mobile form.
This description should appear in the log.
Sean Scofield commented
'Save as' feature in Forms to customize Form Item title
Currently it is too difficult for users to locate the Title/Description/Privacy settings on a Form in the mobile app. These fields are very important to the use of the tool and should be more prominent.
Spencer Love commented
you are correct. Thanks
Spencer Love commented
one of our forms is called Extra Work Order. Our Foreman fills it out every time we do extra work. currently each time our foreman fills out this form or similar forms in procore they are all listed as "Extra Work Order". instead i would like to see them listed as "Installed additional House Keeping Pads on Level 3".
On mobile you can select the "i" icon and enter a unique name but it is too hidden and is often missed.
Neree Croteau commented
In the mobile version of the tool it would be very helpful to see the description of the file where the completed forms are listed. It will become difficult to search for a specific form once the list becomes filled with completed forms.
Ideally, each form would display the title, description, date created, and completed by in the list.