Create New Configurable Fieldsets
Objective
To create configurable fieldsets for tools in Procore.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions 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 project information), see Create a Project Fieldset.
- 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.