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Procore

What are the default fieldset configurations for Procore's 'Transmittal' template correspondence type?

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This template type is set to 'Private' by default.

Answer

Field Name Visible or Hidden Required or Optional
Assignees Visible Optional
Attachments Visible Optional
Description Visible Optional
Distribution Visible Optional
Due Date Visible Optional
Location Visible Optional
Number Visible Required
Private Visible Required
Responses Visible Optional
Status Visible Required
Subject Visible Required

Suggested fields for 'Transmittal' template correspondence type

Manually add the following field types to the template, as needed: 

Field Name Type Required or Optional
Sent Via

Multi-Select:

  • Attached
  • Under Separate Cover
 Optional
Submitted For

Multi-Select:

  • Approval 
  • Your Use
  • As Requested
  • Review and Comment
  • Further Processing
 Optional
Action As Noted

Multi-Select:

  • Out for Signature
  • Approved as Submitted
  • Approved as Noted
  • Submit
  • Resubmit
  • Resubmitted
  • Returned
  • Returned for Corrections
  • Resubmit
  • Received
  • Received as Noted
 Optional