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Procore

Delete Configurable Fieldsets

Objective

To delete fieldsets from the Company level Admin page.

Background

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?

You can delete a fieldset if you no longer want it to be available to apply to projects. However, you cannot delete a fieldset that is currently applied to projects or set as the project default. To remove fieldsets from projects, see Remove Configurable Fieldsets from Projects.

Things to Consider

Prerequisites

See Create New Configurable Fieldsets OR click here to view the 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.
    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.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool that uses the custom fields you want to remove.
  3. Click the Fieldsets tab. 
    Note: Tools without other settings in the Admin tool will open to this page automatically.
  4. Click the vertical ellipsis icon-ellipsis-options-menu.png across from the fieldset you want to delete.
  5. Click Delete.
    Note: You can only delete the fieldset if it is not currently applied to any projects or set as the project default.
    delete-fieldset.png
  6. Click Delete again to confirm you want to delete the fieldset.
    Note: The fieldset cannot be restored once it's deleted.

See Also