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Procore

Create New Configurable Fieldsets

Objective

To create configurable fieldsets for tools in Procore.

Background

A configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required, or hidden, depending on the needs of your company. This allows for better control over data entry when users create and edit items in Procore projects. See What are configurable fieldsets and which Procore tools support them?

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool. 
  • Additional Information:
    • You can create multiple versions of configurable fieldsets to use in different projects.
    • By default, configurable fieldsets are only applied to new projects. However, you can select which projects to apply them to.
    • Configurable fieldsets applied to projects will be reflected on both Procore’s web and mobile applications.
    • The following tools support configurable fieldsets:
      Note: See What are configurable fieldsets and which Procore tools support them?
      • Daily Log
      • Directory
      • Incidents
      • Observations
      • Punch List
      • RFIs

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to create configurable fieldsets for.
  3. Click the Fieldsets tab. 
    Note: Tools without other settings in the Admin tool will open to this page automatically.
  4. Click Create New across from the section you want to configure fieldsets for.
  5. Enter a name for the fieldset.
  6. Click Create.
  7. Across from each Field Name you want to configure, click one of the following options:
    • Required: This will become a required field.
    • Optional: This will become an optional field. 
    • Hidden: This field will not be included in the section.

      required-optional-hidden.png

      Note: If you are unable to click an option, this indicates it is a Procore default that cannot be modified.

      procore-default.png
       
  8. Click Update.
  9. Choose one of the following options:
    • If you only want the fieldsets to be applied to new projects, click Save.
      OR
    • If you want to apply the fieldsets to existing projects:
      1. Click Assign Projects
      2. Mark the checkboxes next to the projects you want to assign the fieldsets to.
        OR
        Click Select All to select all projects.
        1. Click Update.
        2. Click Confirm to confirm that you want to apply the fieldsets to the selected projects.
          Note: Procore's default fieldsets in the selected projects will be replaced with the fieldsets you configured.
  10. Optional: You can set any configurable fieldset as the default for new projects. However, you cannot set the default back to the Procore Default after this action.
    If you want to set a fieldset as the default for new project:
    1. Click the vertical ellipsis vertical-ellipsis.pngacross from the fieldset.
    2. Click Set as New Project Default.

See Also