Edit Custom Fields
Objective
To edit existing custom fields.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
- Additional Information:
- Field types for existing custom fields cannot be edited.
- Options for multi select and single select field types can be shown or hidden in a dropdown list, but cannot be deleted.
- To see which tools support custom fields, see What are custom fields and which Procore tools support them?
- Custom fields can be removed from configurable fieldsets, but this does not remove the data associated with that field. See Remove Custom Fields from Configurable Fieldsets.
- To change a custom field's 'Required' or 'Optional' status, see Edit Configurable Fieldsets.
Steps
- Rename a Custom Field
- Manage Selection Options for a 'Single Select' or 'Multi-Select' Custom Field
- Edit the Field Description for a 'Read Only Entry' Custom Field
Rename a Custom Field
- Navigate to the Company level Admin tool.
- Under 'Project Settings' click Fieldset.
- Click the Custom Fields tab.
- Click Edit next to the custom field you want to edit.
- Enter a new name for the custom field.
- Click Update.
Manage Selection Options for a 'Single Select' or 'Multi-Select' Custom Field
- Navigate to the Company level Admin tool.
- Under 'Project Settings' click Fieldset.
- Click the Custom Fields tab.
- Click Edit next to the custom field you want to edit.
- To add options, click Add Options and enter the option in the field. Then click Done.
- To edit an option, click into the field and edit the text. Then click Done.
- To show or hide a option the in the dropdown list, mark or clear the 'Active' checkbox. Then click Done.
- Click Update.
Edit the Field Description for a 'Read Only Entry' Custom Field
- Navigate to the Company level Admin tool.
- Under 'Project Settings' click Fieldset.
- Click the Custom Fields tab.
- Click Edit next to the custom field you want to edit.
- Enter new text for the custom field.
- Click Update.