Which fields in the Submittals tool can be configured as required, optional, or hidden?
Background
Certain fields in the Submittals tool can be configured as required, optional, or hidden. For example, if you want to make comments required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in gray italics with the default setting marked in the table. See Create New Configurable Fieldsets.
Answer
The tables below detail which fields can be configured for the Submittals tool.
Note:
- A GREEN checkmark
indicates the possible settings for the field. - A RED 'x'
indicates the field cannot be configured to this setting. - A field name in GRAY italics indicates the field cannot be configured from its default setting.
Submittal Log
| Field Name | Required | Optional | Hidden |
|---|---|---|---|
| Actual Delivery Date |  |
|
|
| Attachments |  |
|
|
| Confirmed Delivery Date | |
|
|
| Cost Code * | |
|
|
| Description | |
|
|
| Distribution | |
|
|
| Final Due Date | |
|
|
| Issue Date * | |
|
|
| Location | |
|
|
| Number | |
|
|
| Private | |
|
|
| Received Date * | |
|
|
| Received From | |
|
|
| Responsible Contractor | |
|
|
| Schedule Task | |
|
|
| Spec Section | |
|
|
| Status | |
|
|
| Sub Job * | |
|
|
| Submit By * | |
|
|
| Submittal Manager | |
|
|
| Submittal Package | |
|
|
| Title | |
|
|
| Type | |
|
|
* These fields (if they are not configured as Hidden) can only be updated by users with 'Admin' level permissions on the project's Submittals tool when they create or edit a submittal.