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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.
      Note: If you want to configure a fieldset for the Project level Admin tool (for creating and updating projects), see Create a Default Project Fieldset.
    • 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.
    • If you want to configure fieldsets for specific tools, see What are configurable fieldsets and which Procore tools support them?
    • If a field that is not currently supported on the Procore mobile app is marked as 'Required,' the unsupported field will not appear on the mobile app and the item can still be submitted without the required field. Items created and edited on the web application will still require the 'Required' fieldset regardless of whether the field is supported on the mobile app.

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.
    admin-fieldsets-tab.png
    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. Each field name has the following options:
    Note: If you are unable to click on an option, this indicates it is a Procore default that cannot be modified.
    • Click on the toggle switch to the ON icon-toggle-on.png position to make the field visible in the section.
    • Click on the toggle switch to the OFF icon-toggle-off.png position to hide the field in the section.
    • Mark the 'Required' checkbox to designate a field as required or optional.
      A marked checkbox icon-checkbox-marked.png indicates that users will be required to complete the field in the section.
  8. Click Save.
  9. Optional: You can set any configurable fieldset as the default for new projects.
    To set a fieldset as the default for new project, click Set as Default in the 'Default for New Projects' column.

See Also