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Procore

Create New Custom Fields

Objective

To create custom fields that can be used for project tools in Procore.

Background

Custom fields can be created for certain tools in Procore to allow for additional information to be filled out when creating or editing items. Similar to most fields in Procore, custom fields can be reported on in the Company and Project level Reports tools.

In order to use these fields on projects, the fields must be added to a configurable fieldset and then applied to one or more 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:
    • To use custom fields on a project, you need to add them to a configurable fieldset.
    • You cannot add more than five custom fields to a fieldset.
    • After custom fields have been added to a fieldset, they cannot be removed. Instead, you can remove the fieldset from projects and create a new fieldset. See Remove Configurable Fieldsets from Projects.
    • Custom fields can be included in reports in the Project and Company level Reports tools. See Create a Custom Project Report and Create a Custom Company Report.
    • The following tools support custom fields:
      • Daily Log (Manpower Log)
      • Coming Soon Observations

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to create custom fields for.
  3. Create Custom Fields for a Configurable Fieldset.
  4. Apply a Fieldset with Custom Fields to Projects.

Create Custom Fields for a Configurable Fieldset

There are two ways to create new custom fields to use on projects. Choose one of the following:

Create Custom Fields from the Custom Fields Tab
  1. Click the Custom Fields tab. 

    admin-dl-custom-fields.png
     
  2. Click + Create.
  3. Complete the following information for the new field:
    • Field Name: Enter a name for the field.
    • Field Type: Select the type of field you want to create.
      • Text: The field will be a free text field.
      • Decimal: The field will allow a number value to be entered.
      • True/False: The field will be a checkbox that can be marked or cleared.
      • Single Select: The field will be a drop-down menu that allows users to select one value.
      • Multi Select: The field will be a drop-down menu that allows users to select multiple values.
  4. Click Create.
    The new field is added to the Custom Fields page.
    Note: The field must be added to a fieldset to be applied to a project.
  5. To add custom fields to a configurable fieldset:
    1. Click the Fieldsets tab.
    2. Click Edit next to the fieldset you want to add the custom fields to.
    3. Optional: Manage the settings for the fieldset by clicking one of the following options for each field:
      • 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
    4. Scroll toward the bottom of the page and click Add Custom Field.
    5. Click Choose From Existing.
    6. Click Add next to the custom field you want to add to the fieldset. 
      Note: You can only add up to 5 fields to one fieldset.
    7. Click Add to confirm the field.
    8. Click Save.
    9. If the fieldset is already applied to one or more projects, click Apply to Existing.
      OR
      If you have just created a new fieldset, click Assign Projects and begin at step 3 in the Apply a Fieldset with Custom Fields to Projects section below.
Create Custom Fields Within a Fieldset
  1. Click the Fieldsets tab.
  2. Click Edit next to the fieldset you want to add the custom fields to.
    OR
    Click Create New to create a new fieldset. See Create New Configurable Fieldsets.
  3. Optional: Manage the settings for the fieldset by clicking one of the following options for each field:
    • 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
  4. Scroll toward the bottom of the page and click Add Custom Field.
  5. Click Create New.
  6. Complete the following information for the new field:
    • Field Name: Enter a name for the field.
    • Field Type: Select the type of field you want to create.
      • Text: The field will be a free text field.
      • Decimal: The field will allow a number value to be entered.
      • True/False: The field will be a checkbox that can be marked or cleared.
      • Single Select: The field will be a drop-down menu that allows users to select one value.
      • Multi Select: The field will be a drop-down menu that allows users to select multiple values.
  7. Click Create.
    Note: The field will automatically be added to the bottom of the fieldset.
  8. Click Save to confirm the changes to the fieldset.
  9. If the fieldset is already applied to one or more projects, click Apply to Existing.
    OR
    If you have just created a new fieldset, click Assign Projects and begin at step 3 of the Apply a Fieldset with Custom Fields to Projects section below.

Apply a Fieldset with Custom Fields to Projects 

  1. Click the Fieldsets tab.
  2. Click the link in the Assigned Projects column for the fieldset you want to apply to projects.
  3. Mark the checkboxes next to the projects you want to assign the fieldsets to.
    OR
    Click Select All to select all projects.

     
  4. Click Update.
  5. 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.
  6. Optional: You can set any configurable fieldset as the default for new projects.
    If you want to set a fieldset as the default for new projects:
    1. Click the vertical ellipsis vertical-ellipsis.pngacross from the fieldset.
    2. Click Set as New Project Default.

See Also

 

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