Add Assets to Punch List Configurable Fieldsets
Things to Consider
Steps
To use assets in Punch List, the 'Assets' field must be enabled on your Punch List fieldsets, and assigned to your projects.
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Add to Existing Fieldset
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Create a New Fieldset
Add Assets to Existing Fieldset
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Navigate to the Company level Admin tool.
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Under 'Tool Settings', click Punch List.
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Click the Fieldsets tab.
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Click Edit next to the fieldset you want to modify.
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Click the toggle
ON for the 'Assets' field. -
Update field visibility:
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For all other fields, click the toggle to the ON
position to make the field visible in the section. -
Click the toggle to the OFF
position to hide the field in the section.
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Update required fields:
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Mark the 'Required' checkbox to designate the field as required.
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Clear the 'Required' checkbox to designate the field as optional.
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Click Save.
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Click Assign Projects to add the fieldset to projects.
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Mark the checkbox next to each project you want to apply the fieldset to and click Update.
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Click Confirm.
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Optional: To set a fieldset as the default for new projects, click the
icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.
Create a New Configurable Fieldset
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Navigate to the Company level Admin tool.
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Under 'Tool Settings', click Punch List.
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Click the Fieldsets tab.
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Enter a name for the fieldset and click Create.
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Click the toggle
ON for the 'Assets' field. -
Update field visibility:
-
For all other fields, click the toggle to the ON
position to make the field visible in the section. -
Click the toggle to the OFF
position to hide the field in the section.
-
-
Update required fields:
-
Mark the 'Required' checkbox to designate the field as required.
-
Clear the 'Required' checkbox to designate the field as optional.
-
-
Click Save.
-
Click Assign Projects to add the fieldset to projects.
-
Mark the checkbox next to each project you want to apply the fieldset to and click Update.
-
Click Confirm.
-
-
Optional: To set a fieldset as the default for new projects, click the
icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.

