Get Started with Custom Fields from the Custom Solutions Team
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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 a 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 organizations 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 a 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.
Important
- Functionality extending beyond the field options and types listed below cannot be added at this time. This includes the ability to add tabular data using a line item generator.
- To learn about other limitations related to custom fields, see What are the limitations of custom fields?
Custom Field Option | Screenshot | Custom Field Type | User Action |
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Single Person Selector |
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Drop-down menu (single-select) |
Select one (1) user from a menu of all 'Read Only' users and above. |
Custom Multi-Person Selector |
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Drop-down menu |
Select two (2) or more users from a menu of all active users in the Project Directory. |
Directory Person Selector |
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Drop-down menu (single-select) |
Select one (1) user from a menu of all active users in the Project Directory. |
Custom Company Selector |
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Drop-down menu (single-select) |
Select one (1) vendor from a menu of all active companies in the Project Directory. |
Custom Assignment Selector |
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Drop-down menu (single-select) |
Select one (1) user from a menu of users with 'Standard' permission and above. |
Custom Cost Code Selector |
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Drop-down menu (single-select) |
Select one (1) cost code from the project's cost code menu. |
Custom Date |
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Drop-down calendar control |
Select one (1) date from a drop-down calendar control. |
Custom Check Box |
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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 |
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Drop-down menu (single-select) |
Select one (1) custom option from a drop-down menu. |
Custom Radio Button1 |
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Option button |
Choose one (1) option from a group of radio buttons. |
Custom Read Only Text |
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Read only text |
Show text that cannot be edited by a user. |
Custom Duration |
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Number (in days) |
Enter a number to represent a number of days. |
Custom Currency |
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Decimal (USD only) |
Enter a number in a decimal format. |
Custom Location Selector |
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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) |
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Text |
Enter up to 255 alphanumeric characters. |
Custom Text Field (Long) |
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Text |
Enter up to 255 alphanumeric characters. |
Custom Text Area |
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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.
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.
Important
- Customizations are supported only on individual items. An item is an individual object created by an end user with a Procore tool. Examples of items are a subcontract, bid package, change event, commitment change order, punch item, RFI, and so on.
- Customizations are NOT supported on list pages or reports. A list page is a primary area for displaying a Procore tool's data and is reserved for performing actions on specified records, such as editing and viewing forms. In Procore, an example of a list page includes these tabs: Items, List, and Recycle Bin.
Alphabetical List of Tools | Custom Fields can be added to these items: | Custom Forms can be created for these items: |
---|---|---|
Action Plans | ![]() |
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Admin | ![]() Project Admin |
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Bidding | ![]() |
![]() Bid Packages |
Budget | ![]() |
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Change Events | ![]() |
![]() Change Events RFQs |
Change Orders | ![]() |
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Commitments (Purchase Orders & Subcontracts) |
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Correspondence 2 | ![]() |
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Coordination Issues | ![]() |
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Crews | ![]() |
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Custom Tools | ![]() |
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Daily Log | ![]() |
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Direct Costs | ![]() |
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Directory | ![]() |
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Documents | ![]() |
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Drawings | ![]() |
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Forms | ![]() |
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Emails | ![]() |
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Equipment | ![]() |
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Home | ![]() |
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Incidents | ![]() |
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Inspections | ![]() |
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Instructions | ![]() |
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Invoices | ![]() |
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Meetings/Agenda | ![]() |
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Observations | ![]() |
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Photos | ![]() |
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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 | ![]() |
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RFIs | ![]() |
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Schedule | ![]() |
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Specifications | ![]() |
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Submittals | ![]() |
![]() Submittal Items Submittal Packages |
Tasks | ![]() |
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Time & Materials Tickets | ![]() |
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Timecard | ![]() |
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Timesheets | ![]() |
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Transmittals | ![]() |
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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