Skip to main content
Procore

What are configurable fieldsets and which Procore tools support them?

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.

Notes:

  • You can configure fields for the Create an Update project pages. However, only one fieldset can be created, and it will be applied to all projects. See Create a Default Project Fieldset.
  • Through configurable fieldsets, you can also create custom fields for certain tools in Procore to use on projects. See Create New Custom Fields.
  • If a field that is not currently supported on the Procore mobile app is marked as 'Required,' the unsupported field will not appear on the mobile app and the item can still be submitted without the required field. Items created and edited on the web application will still require the 'Required' fieldset regardless of whether the field is supported on the mobile app.

Prerequisites

See Create New Configurable Fieldsets 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 fieldsets for.
  3. Click the Fieldsets tab.
    admin-fieldsets-tab.png
    Note: Tools without other settings in the Admin tool will open to this page automatically.
  4. Click Create New across from the section you want to configure fieldsets for.
  5. Enter a name for the fieldset.
  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 on the toggle switch to the ON icon-toggle-on.png position to make the field visible in the section.
    • Click on the toggle switch to the OFF icon-toggle-off.png position to hide the field in the section.
    • Mark the 'Required' checkbox to designate a field as required or optional.
      A marked checkbox icon-checkbox-marked.png indicates that users will be required to complete the field in the section.
  8. Click Save.
  9. Optional: You can set any configurable fieldset as the default for new projects.
    If you want to set a fieldset as the default for new project:
    1. Click the vertical ellipsis vertical-ellipsis.pngacross from the fieldset.
    2. Click Set as New Project Default.

Supported Tools

The following Procore tools support configurable fieldsets:

Tool Fieldsets Available to Configure List of Fields
Admin (Project level) Project fields when creating or updating a project  
Note: Only one fieldset can be configured for the project page, and the fieldset will automatically apply to all projects.
Which fields on the project page can be configured as required, optional, or hidden?

Daily Log

Manpower, Notes, Daily Construction Report, and Observed Weather Conditions 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

IncidentInjury/Illness record, Property Damage record, Environmental recordNear Miss record, Witness Statement, and Action fieldsets

Which fields in the Incidents tool can be configured as required, optional, or hidden?

Inspections

Unassociated, Quality, Safety, and Commissioning

Which fields in the Inspections 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 Item fieldsets

Which fields in the Punch List tool can be configured as required, optional, or hidden?

RFIs

New RFI fieldsets

Which fields in the RFIs tool can be configured as required, optional, or hidden? 

Submittals Submittal Log fieldsets Which fields in the Submittals tool can be configured as required, optional, or hidden?