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Procore Support (en-au)

What are configurable fieldsets and which Procore tools support them?

configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required or hidden, depending on the needs of your company. This allows for better control over data entry when users create and edit items in Procore projects. To configure fieldsets, you must have 'Admin' permissions to the Company Admin tool.

Notes:

  • You can configure fields for the Create and Update project pages. However, only one fieldset can be created, and it will be applied to all projects. See Create a Default Project Fieldset.
  • Through configurable fieldsets, you can also create custom fields for certain tools in Procore to use on projects. See Create New Custom Fields.
  • If a field that is not currently supported on the Procore mobile app is marked as 'Required', the unsupported field will not appear on the mobile app and the item can still be submitted without the required field. Items created and edited on the web application will still require the 'Required' fieldset regardless of whether the field is supported on the mobile app.

Prerequisites

See Create New Configurable Custom Fields OR click here to view the steps.

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to create configurable custom fields for.
  3. Click the Custom Fields tab.
    admin-custom fields-tab.png
    Note: Tools without other settings in the Company level Admin tool will open to this page automatically.
  4. Click Create New across from the section you want to configure custom fields for.
  5. In the 'Create Custom Field' window, enter a name for the custom field and click Create.
  6. On the 'Edit Fieldset' page, each field name has the following options:
    • Click the toggle to the ON icon-toggle-on.png position to make the field visible in the section.
      OR
      Click the toggle to the OFF icon-toggle-off.png position to hide the field in the section.
      Note: A  icon indicates that the field is visible by default and cannot be changed to hidden.
    • Mark the 'Required' tickbox to designate the field as required.
      OR
      Clear the 'Required' tickbox to designate the field as optional.
      Notes:
      • Tickboxes only display for visible fields that can be configured as required or optional. 
      • A grey marked tickbox  indicates that the field is required by default and cannot be changed to optional.
  7. Click Save.
  8. In the 'Apply changes to [#] project(s)?' window, click Assign Projects to add the custom field to projects.
    • In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the custom field to and click Update.
    • In the 'Apply changes to [#] project(s)?' window, click Confirm.
  9. Optional: To set a custom field as the default for new projects, click the  icon at the end of its row on the 'Custom Fields' tab and select Set as New Project Default.
     Note
    Projects created from a project template that includes custom fields will inherit the custom fields from the project template instead of your company's default custom fields. See Configure a Project Template.

Supported Tools

The following Procore tools support configurable custom fields:

Tool Custom Fields Available to Configure List of Fields
Admin (Project level) Project custom field 
Note: Only one 'Project' custom field can be created and the custom field will apply to all new and existing projects. See Create a Default Project Custom Field.
Which fields on the project page can be configured as required, optional or hidden?
Co-ordination Issues General Information custom fields Which fields in the Co-ordination Issues tool can be configured as required, optional or hidden?
Correspondence Correspondence Type custom fields
Note: Each of your company's custom correspondence types has its own custom field.
Which fields in the Correspondence tool can be configured as required, optional or hidden?

Site Diary

Working Hours Register, Notes Register, Daily Construction Report Register, Observed Weather Conditions, and Visitor Register custom fields

Which fields in the Site Diary tool can be configured as required, optional or hidden?

Directory

Person and Company custom fields

Which fields in the Directory tool can be configured as required, optional or hidden?

Documents (Project Documents) Documents fieldsets
Note: Currently, the only changes available for a Documents fieldset are adding or removing custom fields.
Which fields in the Documents tool can be configured as required, optional or hidden?
Drawings Drawing Revision fieldsets Which fields in the Drawings tool can be configured as required, optional or hidden?

Incidents

IncidentInjury/Illness, Property Damage, EnvironmentalNear Miss, Witness Statement, and Action custom fields

Which fields in the Incidents tool can be configured as required, optional or hidden?

Inspections

Unassociated, Quality, Safety, Commissioning, and Environmental custom fields
Note: Each of your company's custom Inspection Types will have its own custom field.

Which fields in the Inspections tool can be configured as required, optional or hidden?

Observations
 

Commissioning, Environmental, Quality, Safety, Warranty, and Work to Complete custom fields

 

Which fields in the Observations tool can be configured as required, optional or hidden?

Defect List

Defect Item custom fields

Which fields in the Defect List tool can be configured as required, optional or hidden?

RFIs

RFI custom fields

Which fields in the RFIs tool can be configured as required, optional or hidden? 

Specifications Specification Section Revision custom fields Which fields in the Specifications tool can be configured as required, optional or hidden?
Submittals Submittal Register custom fields Which fields in the Submittals tool can be configured as required, optional or hidden?
 Daywork Sheets General Information, Labour, Material, and Equipment custom fields Which fields in the Daywork Sheets tool can be configured as required, optional or hidden?