Get Started with Custom Fields from the Custom Solutions Team

On This Page

• Available Field Options & Types
• Supported Procore Tools

Objective

To provide you with examples illustrating how you can work with the Custom Solutions Team to add custom fields to a Procore tool or a custom tool. 

About Custom Fields

A custom field is page element that can be added to a supported Procore tool to allow your end users to enter additional information to capture business-specific information. While most of your company's construction management tasks can be performed using the standard fields that come with a Procore tool, some organization's have specific information requirements that require the addition of custom fields.

 

EXAMPLES

Some examples showing how your company can work with the Custom Solutions Team to add custom fields to a Procore tool or a custom tool:

• A calendar control to capture a project due date. 
• A checkbox to indicate whether or not a condition is present or absent. 
• A drop-down menu to select the name of a single person. 
• A drop-down menu to select multiple team members.  
• A text box to capture the duration (in number of days) for a document review. 

Available Field Options & Types 

The following table describes the field, field type, and function of each option that are supported by the Custom Solutions Team when adding custom fields to Procore tools.

Custom Field Option	Screenshot	Custom Field Type	User Action
Single Person Selector		Drop-down menu (single-select)	Select one (1) user from a menu of all 'Read Only' users and above.
Custom Multi-Person Selector		Drop-down menu (multi-select)	Select two (2) or more users from a menu of all active users in the Project Directory.
Directory Person Selector		Drop-down menu (single-select)	Select one (1) user from a menu of all active users in the Project Directory.
Custom Company Selector		Drop-down menu (single-select)	Select one (1) vendor from a menu of all active companies in the Project Directory.
Custom Assignment Selector		Drop-down menu (single-select)	Select one (1) user from a menu of users with 'Standard' permission and above.
Custom Cost Code Selector		Drop-down menu (single-select)	Select one (1) cost code from the project's cost code menu.
Custom Date		Drop-down calendar control	Select one (1) date from a drop-down calendar control.
Custom Check Box		Checkbox	Place a mark in the checkbox to indicate an affirmative state. Remove the mark from the checkbox to indicate a negative state.
Custom Selector		Drop-down menu (single-select)	Select one (1) custom option from a drop-down menu.
Custom Radio Button1		Option button	Choose one (1) option from a group of radio buttons.
Custom Read Only Text		Read only text	Show text that cannot be edited by a user.
Custom Duration		Number (in days)	Enter a number to represent a number of days.
Custom Currency		Decimal (USD only)	Enter a number in a decimal format.
Custom Location Selector		Drop-down menu (single-select)	Select an existing location from the menu in the project's Admin tool or create a new location.
Custom Text Field (Short)		Text	Enter up to 255 alphanumeric characters.
Custom Text Field (Long)		Text	Enter up to 255 alphanumeric characters.
Custom Text Area		Text	Enter an unlimited number of alphanumeric characters.

¹ For best results, we recommend that clients request custom selectors (e.g., drop-down menus), instead of custom radio buttons. This preserves screen space when there are more than two (2) options to select from. It also allows you to add selections to the menu in future requests.

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Supported Procore Tools

Currently, the Custom Solutions Team can work with you to add custom fields and create custom forms in the Procore tools listed below. These fields can also be added to custom tools built by the Custom Solutions Team. See Get Started with Custom Tools.

Alphabetical List of Tools	Custom Fields can be added to these items:	Custom Forms can be created for these items:
Admin	Project Admin	1
Bidding		Bid Packages
Budget
Change Events		Change Events RFQs
Change Orders
Commitments (Purchase Orders & Subcontracts)	Commitments Commitment Potential Change Orders Commitment Change Order Requests Commitment Change Orders	Commitments Commitment Potential Change Orders Commitment Change Order Requests Commitment Change Orders Subcontractor Invoices
Correspondence 2
Coordination Issues
Crews
Custom Tools
Daily Log
Direct Costs
Directory
Documents
Drawings
Forms
Emails
Equipment
Home
Incidents
Inspections
Instructions
Invoices
Meetings/Agenda
Observations
Photos
Prime Contract	Prime Contracts Prime Contract Potential Change Orders Prime Contract Change Order Requests Prime Contract Change Orders	Prime Contracts Prime Contract Potential Change Orders Prime Contract Change Order Requests Prime Contract Change Orders Owner Invoices (Detail View Only)
Punch List		Punch Items
Reports
RFIs
Schedule
Specifications
Submittals		Submittal Items Submittal Packages
Tasks
Time & Materials Tickets
Timecard
Timesheets
Transmittals

¹ No form exists for this tool.

² The Correspondence tool is available for customers in the following markets:

• Australia and New Zealand - Released July 1, 2020
• Canada - Released July 1, 2020
• Latin America - Released July 1, 2020
• United Kingdom and Ireland - Released July 1, 2020
• United States - Released September 1, 2020

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See Also

• Custom Fields: FAQ
• Request Services from Custom Solutions