Skip to main content
Procore

Get Started with Custom Fields from the Custom Solutions Team

Custom Solutions is an add-on service. Please reach out to your Procore point of contact if you are interested in the services that Custom Solutions provides. If you would like a time estimate for a specific request, please ask the Custom Solutions representative when submitting your request.

 

 

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

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.
customfields.png

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.

 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

Single Person Selector

customforms_singlepersonselector.png

Drop-down menu (single-select)

Select one (1) user from a menu of all 'Read Only' users and above.

Custom Multi-Person Selector

customforms_multipersonselector.png

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

customforms_directorypersonselector.png

Drop-down menu (single-select)

Select one (1) user from a menu of all active users in the Project Directory.

Custom Company Selector

customforms_companyselector.png

Drop-down menu (single-select)

Select one (1) vendor from a menu of all active companies in the Project Directory.

Custom Assignment Selector

customforms_assignmentselector.png

Drop-down menu (single-select)

Select one (1) user from a menu of users with 'Standard' permission and above.

Custom Cost Code Selector

customforms_costcodeselector.png

Drop-down menu (single-select)

Select one (1) cost code from the project's cost code menu.

Custom Date

customforms_date.png

Drop-down calendar control

Select one (1) date from a drop-down calendar control.

Custom Check Box

customforms_checkbox.png

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

customforms_selector.png

Drop-down menu (single-select)

Select one (1) custom option from a drop-down menu.

Custom Radio Button1

customforms_radiobutton.png

Option button

Choose one (1) option from a group of radio buttons.

Custom Read Only Text

customforms_readonlytext.png

Read only text

Show text that cannot be edited by a user.

Custom Duration

customforms_duration.png

Number (in days)

Enter a number to represent a number of days.

Custom Currency

customforms_currency.png

Decimal (USD only)

Enter a number in a decimal format.

Custom Location Selector

customforms_locationselector.png

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)

customforms_textfieldshort.png

Text

Enter up to 255 alphanumeric characters.

Custom Text Field (Long)

customforms_textfieldlong.png

Text

Enter up to 255 alphanumeric characters.

Custom Text Area

customforms_textarea.png

Text

Enter an unlimited number of alphanumeric characters.

1 For best results, Procore recommends 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. 

back to top

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, submittal, and so on. 
  • Customizations are NOT supported on list pages or reports. A list page is the primary area for displaying a Procore tool's data and is reserved for performing actions on specified records, such as editing and viewing forms. An example of a list page in Procore tools include these tabs: ItemsList, and Recycle Bin.  
Alphabetical List of Tools Custom Fields can be added to these items: Custom Forms can be created for these items:
Admin icon-mindtouch-table-check.png
Project Admin
icon-delete-x-grey.png*
Bidding icon-delete-x-grey.png icon-mindtouch-table-check.png
Bid Packages
Budget icon-delete-x-grey.png icon-delete-x-grey.png
Change Events icon-delete-x-grey.png icon-mindtouch-table-check.png
Change Events
RFQs
Change Orders icon-mindtouch-table-check.png
Change Orders
icon-mindtouch-table-check.png
Change Orders
Commitments (Purchase Orders & Subcontracts)

icon-mindtouch-table-check.png
Commitments
Commitment Potential Change Orders
Commitment Change Order Requests
Commitment Change Orders

icon-mindtouch-table-check.png
Commitments
Commitment Potential Change Orders
Commitment Change Order Requests
Commitment Change Orders
Subcontractor Invoices

Coordination Issues icon-delete-x-grey.png icon-delete-x-grey.png
Crews icon-delete-x-grey.png icon-delete-x-grey.png
Custom Tools icon-mindtouch-table-check.png
Custom Tools
icon-mindtouch-table-check.png
Custom Tools
Daily Log icon-delete-x-grey.png icon-mindtouch-table-check.png
Daily Logs
Direct Costs icon-delete-x-grey.png icon-delete-x-grey.png
Directory icon-delete-x-grey.png icon-delete-x-grey.png
Documents icon-delete-x-grey.png icon-delete-x-grey.png
Drawings icon-delete-x-grey.png icon-delete-x-grey.png
Forms icon-delete-x-grey.png icon-delete-x-grey.png
Emails icon-delete-x-grey.png icon-delete-x-grey.png
Equipment icon-delete-x-grey.png icon-delete-x-grey.png
Home icon-delete-x-grey.png icon-delete-x-grey.png
Incidents icon-delete-x-grey.png icon-mindtouch-table-check.png
Incidents
Inspections icon-delete-x-grey.png icon-mindtouch-table-check.png
Inspections
Instructions icon-delete-x-grey.png icon-mindtouch-table-check.png
Instructions
Invoices icon-delete-x-grey.png icon-mindtouch-table-check.png
Invoices
Meetings/Agenda icon-delete-x-grey.png icon-mindtouch-table-check.png
Minutes/Agenda
Observations icon-delete-x-grey.png icon-mindtouch-table-check.png
Observations
Photos icon-delete-x-grey.png icon-delete-x-grey.png
Prime Contract icon-mindtouch-table-check.png
Prime Contracts
Prime Contract Potential Change Orders
Prime Contract Change Order Requests
Prime Contract Change Orders
icon-mindtouch-table-check.png
Prime Contracts
Prime Contract Potential Change Orders
Prime Contract Change Order Requests
Prime Contract Change Orders
Owner Invoices (Detail View Only)
Punch List icon-delete-x-grey.png icon-mindtouch-table-check.png
Punch Items
Reports icon-delete-x-grey.png icon-delete-x-grey.png
RFIs icon-mindtouch-table-check.png
RFIs
icon-mindtouch-table-check.png
RFIs
Schedule icon-delete-x-grey.png icon-delete-x-grey.png
Specifications icon-delete-x-grey.png icon-delete-x-grey.png
Submittals icon-mindtouch-table-check.png
Submittals
icon-mindtouch-table-check.png
Submittal Items
Submittal Packages
Tasks icon-delete-x-grey.png icon-delete-x-grey.png
Timecard icon-delete-x-grey.png icon-delete-x-grey.png
Timesheets icon-delete-x-grey.png icon-delete-x-grey.png
Transmittals icon-mindtouch-table-check.png
Transmittals
icon-mindtouch-table-check.png
Transmittals

1  No form exists for this tool. 

back to top

See Also

  • Was this article helpful?