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Procore

Create a Fieldset

  1. Navigate to the Company level Assets tool.

  2. On the Fieldsets tab, click Create Fieldset.

  3. Enter a unique name for the fieldset and click Create.

  4. On the 'Edit Fieldset' page, click the toggle to the ONIcon Toggle On position to make the field visible in the section.
    OR
    Click the toggle to the OFF Icon Toggle Off position to hide the field in the section.
    Note: A Icon Toggle On2 icon indicates that the field is visible by default and cannot be changed to hidden.

  5. Mark the Required checkbox next to any additional fields that you want to make mandatory.

  6. Optional: Click Add Custom field to create a new custom field or to select from existing custom fields. A banner at the top tells you how many existing custom fields you've already added to the current fieldset.

  7. Optional: Click Create Section to organize fields into different sections.

  8. Click Save Changes.

  9. In the 'Save Changes?' window, click Confirm to save your changes.