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Procore

Admin: Delete Fieldsets & Remove Custom Fields

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: January 10, 2020  /  Feature Released: February 12, 2020

This documentation details prerelease software. Its accuracy and reliability is not guaranteed by Procore Technologies, Inc. and it is subject to change without notice. It is being provided online for preliminary evaluation prior to an upcoming release. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.


 

New Functionality for Custom Fields & Configurable Fieldsets

Procore will be releasing new functionality for custom fields and configurable fieldsets. With these additions, Company level Admins will be able to delete unused fieldsets and remove custom fields from a fieldset.

Remove Custom Fields from a Fieldset

Custom fields will be able to be removed from a fieldset. See Remove Custom Fields from Configurable Fieldsets. To remove custom fields from a fieldset, do the following:

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click the tool that uses the custom fields you want to remove.
  3. Click the Fieldsets tab.
  4. Click the vertical ellipsis vertical-ellipsis.pngacross from the field you want to remove.
  5. Click Remove.

    remove-custom-field.png
     
  6. Click Confirm to confirm the removal, or click Cancel to stop the process.

    confirm-custom-field-removal.png

    Note: Removing a custom field does not delete the data associated with that field; it only removes it from that fieldset.

Delete Unused Fieldsets

Fieldsets can be deleted as long as they are not used in any projects or are not the project default. See Delete Configurable Fieldsets. To delete a fieldset, do the following:

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool that uses the custom fields you want to remove.
  3. Click the Fieldsets tab. 
    Note: Tools without other settings in the Admin tool will open to this page automatically.
  4. Click the vertical ellipsis vertical-ellipsis.pngacross from the fieldset you want to delete.
  5. Click Delete.
    Note: You can only delete fieldsets that are not used in any projects or are not set as the project default.

    delete-fieldset.png
     
  6. Click Delete again to confirm you want to delete the fieldset.
    Note: The fieldset cannot be restored once it's deleted.

    confirm-fieldset-deletion.png
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