What are configurable fieldsets and which Procore tools support them?
Answer
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. To configure fieldsets, you must have 'Admin' permissions to the Company Admin tool.
To learn more about configurable fieldsets, see the following tutorials:
- Create New Configurable Fieldsets
- Edit Configurable Fieldsets
- Apply Configurable Fieldsets to Projects
- Remove Configurable Fieldsets from Projects
Supported Tools
The following Procore tools support configurable fieldsets.
| Tool | Fieldsets Available to Configure | List of Fields |
|---|---|---|
|
Daily Log |
Manpower, Notes, and Daily Construction Report logs |
Which fields in the Daily Log tool can be configured as required, optional, or hidden? |
|
Directory |
Person and Company fieldsets |
Which fields in the Directory tool can be configured as required, optional, or hidden? |
|
Incidents |
Incident and Injury record fieldsets |
Which fields in the Incidents tool can be configured as required, optional, or hidden? |
|
Observations |
Fieldsets for observations created with the following types: Commissioning, Environmental, Quality, Safety, Warranty, and Work to Complete |
Which fields in the Observations tool can be configured as required, optional, or hidden? |
|
Punch List |
Punch list item fieldsets |
Which fields in the Punch List tool can be configured as required, optional, or hidden? |
|
RFIs |
RFI fieldsets |
Which fields in the RFIs tool can be configured as required, optional, or hidden? |