Remove Configurable Custom Fields from Projects
Objective
To remove configurable custom fields from one or more projects 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?
If configurable custom fields were previously applied to a project, you can choose to remove the custom configurations from that project. After a project has been deselected, the custom fields will return to Procore's default custom fields. If you want to delete a custom field, see Delete Configurable Custom Fields.
Things to Consider
- Required User Permissions:
- 'Admin' on the Company level Admin tool.
- Additional Information:
- After a project has been deselected from the 'Assigned Projects' window, the custom fields will return to Procore's default custom fields.
- Configured custom fields applied to projects will be reflected on both Procore’s web and mobile applications.
- To see which tools support configurable custom fields, 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.
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click the tool you want to create configurable custom fields for.
- Click the Custom Fields tab.
Note: Tools without other settings in the Company level Admin tool will open to this page automatically. - Click Create New across from the section you want to configure custom fields for.
- In the 'Create Custom Field' window, enter a name for the custom field and click Create.
- On the 'Edit Fieldset' page, each field name has the following options:
- Click the toggle to the ON
position to make the field visible in the section.
OR
Click the toggle to the OFF
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.
- Click the toggle to the ON
- Click Save.
- 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.
- 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
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click the tool you want to view custom fields for.
- Click the Custom Fields tab.
Note: Tools without other settings in the Admin tool will open to this page automatically. - Locate the configurable custom field you want to remove from projects.
- Click the custom field's link in the 'Assigned Projects' column (e.g. 15/30 Projects).
Note: This link indicates the number of projects the custom field is currently applied to, out of the number of projects in the account.
- Clear the checkboxes corresponding to the projects you want to remove the configured custom field from.
- Click Update.
Note: Any unselected projects will be updated with the Procore Default custom field for that tool or section.