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Edit a Fieldset for a Correspondence Type in the Correspondence Tool

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Objective

To edit a configurable fieldset for a correspondence type in the Correspondence tool.

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. 

Things to Consider

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

Prerequisites

See Create a Fieldset for a Correspondence Type in the Correspondence Tool OR click here to view the steps.  

Create a Custom Fieldset for a Correspondence Type
  1. Navigate to the Company level Admin tool. 
  2. Under Tool Settings, click Correspondence.
  3. Click the Fieldsets tab.
  4. Click Create New next to the correspondence type for which you want to create a custom fieldset.
    correspondence-create-fieldset-for-type.png
  5. Enter a name for the fieldset and click Create.
  6. Click Create.
  7. Each field name has the following options:
    Note: If you are unable to click on an option, this indicates it is a Procore default that cannot be modified.
    • Click the toggle switch to the ON icon-toggle-on.png position to make the field visible in the section.
    • Click the toggle switch to the OFF icon-toggle-off.png position to hide the field in the section.
    • Mark the 'Required' tickbox to designate a field as required or optional.
      A marked tickbox icon-checkbox-marked.png indicates that users will be required to complete the field in the section.
  8. Optional: To add a custom field, click Add Custom Field and choose one of the following options:
    correspondence-add-custom-field-dropdown.png
    • Click Create New to create a new custom field and follow the steps 5 and 6 in Create a Custom Field to Use in Correspondence Fieldsets.
      OR
    • Click Choose From Existing and from the Add Custom Field dialogue, click Add next to the field that you want to add.

      Note: You can add up to 10 custom fields to a fieldset.
  9. Choose one of the following options:
    • If you only want the fieldsets to be applied to new projects, click Save.
      OR
    • If you want to apply the fieldsets to existing projects:
      1. Click Assign Projects. 
      2. Mark the tickboxes next to the projects you want to assign the fieldsets to.
        OR
        Click Select All to select all projects.
        1. Click Update.
        2. Click Confirm to confirm that you want to apply the fieldset to the selected projects.
          Note: Procore's default fieldsets in the selected projects will be replaced with the fieldset you configured.
        3. To set the fieldset you created as a default for the Correspondence type, click the vertical ellipsis (⋮) at the end of the row for the fieldset that you want to add as a default, and then click Set as new project default. 
          A checkmark will appear for the fieldset in the Default for New Project column.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under Tool Settings, click Correspondence.
  3. Click the Fieldsets tab.
  4. Optional: To rename a fieldset, in the Title column click the name and modify it. 
    • Click out of the field or press the Return/Enter button to save your changes.
  5. Click Edit next to the fieldset you want to modify.
  6. Each field name has the following options:
    Note: If you are unable to click on an option, this indicates it is a Procore default that cannot be modified.
    • Click the toggle switch to the ON icon-toggle-on.png position to make the field visible in the section.
    • Click the toggle switch to the OFF icon-toggle-off.png position to hide the field in the section.
    • Select the 'Required' tickbox to designate a field as required or optional.
      A selected tickbox icon-checkbox-marked.png indicates that users will be required to complete the field in the section.
  7. Click Save to confirm your changes. 
  8. Click Apply to Existing to apply your fieldset edits to your existing project(s).
    OR
    If you want to apply the fieldset to existing projects, click Assign Projects and do the following:
    1. Mark the tickboxes next to the projects you want to assign the fieldsets to.
      OR
      Click Select All to select all projects.
    2. Click Update.
    3. Click Confirm to confirm that you want to apply the fieldset to the selected projects.
      Note: Procore's default fieldsets in the selected projects will be replaced with the fieldset you configured.
  9. To set the fieldset you created as a default for future, click the vertical ellipsis (⋮) at the end of the row for the fieldset that you want to add as a default, and then click Set as new project default. 
    A tick will appear for the fieldset in the Default for New Project column.

See Also