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Procore Support (en-au)

Delete Configurable Custom Fields

Objective

To delete custom fields from the Company level Admin page.

Background

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. See What are configurable fieldsets and which Procore tools support them?

You can delete a custom field if you no longer want it to be available to apply to projects. However, you cannot delete a custom field that is currently applied to projects or set as the project default. To remove custom fields from projects, see Remove Configurable Custom Fields from Projects.

Things to Consider

Prerequisites

The custom field must be removed from any applied projects before it can be deleted and cannot be set as the default for new projects. See Remove Configurable Custom Fields from Projects.

  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.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool with the configurable custom field that you want to remove.
  3. Click the Custom Fields tab. 
    Note: Tools without other settings in the Admin tool will open to this page automatically.
  4. Click the  icon across from the custom field you want to delete.
    Note: You can only delete the custom field if it is not currently applied to any projects or set as the project default.
  5. In the 'Delete [Custom Field Name]?' window, click Confirm.
  6. Note: The custom field cannot be restored once it is deleted.

See Also