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Edit Configurable Custom Fields

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Objective

To edit configurable custom fields that have been created for tools in Procore.

Background

A 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?

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
    • By default, configurable custom fields are only applied to new projects. However, you can select which projects to apply them to.
    • Configurable custom fields applied to projects will be reflected on both Procore’s web and mobile applications.
    • If you want to configure custom fields for specific tools, see What are configurable custom fields and which Procore tools support them?

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-toggle-on2.png 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 icon-checkbox-marked-grayed-out.png 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-ellipsis-options-menu.png 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 you want to edit configurable custom fields for.
  3. Click the Custom Fields tab. 
    Note: Tools without other settings in the Company level Admin tool will open to this page automatically.
  4. Optional: If you want to rename a fieldset:
    1. Click into the Title field and edit the name. 
    2. Press ESC on your keyboard.
  5. Click Edit next to the custom field you want to modify.
  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-toggle-on2.png 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 icon-checkbox-marked-grayed-out.png 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 Apply to Existing to save your changes to the custom field on projects that the custom field is already applied to.
      OR
    • Click Assign Projects to add or remove the custom field from 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.

See Also