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Procore

Edit Configured Punch List Fieldsets

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

COMING SOON!

Objective

To edit existing configured fieldsets for the Punch List tool.

Background

fieldset is a group of fields that determines whether data entry is optional, required, or hidden from view when team members create or edit an item. There are two types of configurations that can be applied to each fieldset: 

  • Procore Default. These are the default settings and specify whether data entry is optional, required, or hidden from view when creating or editing an item.
  • Company Default. If you choose to use the steps below to configure a company-specific fieldset, these will be applied to all new projects and any existing projects that you specify. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool. 
  • Additional Information:
    • By default, configured fieldsets are only applied to all new projects. However, you can select which projects to apply them to.
    • Configured fieldsets applied to projects will be reflected on both Procore’s web and mobile applications.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings,' click Punch List.
  3. Confirm you are on the Fieldsets tab. 
  4. Click Edit next to the fieldset category you want to modify.
  5. 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.

      configure-selectable-1.png

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

      grayed-out-1.png
       
  6. Click Update to save your changes.
  7. Click Update to confirm.

See Also

 

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