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Procore (en-GB)

Which fields in the Correspondence tool can be configured as required, optional or hidden?

Background

Certain fields in the Correspondence tool can be configured as required, optional or hidden. For example, if you want to make a field required or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN tick (icon-green-checkmark.png) indicates the field can be configured to this setting. 
  • A RED 'x' (icon-x-red.png) indicates the field cannot be configured to this setting. 
  • A field name in GREY italics indicates the field cannot be configured from its default setting.

Answer

The table below details the settings that are supported by the configurable fieldsets function in the Correspondence tool. 

Field Name Required Optional Hidden
Assignees icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Attachments icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Cost Code icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Cost Impact icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Date Due icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Distribution icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Location icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Number icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Private icon-x-red.png icon-green-checkmark.png icon-x-red.png
Received From icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Responses icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Programme Impact icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Specification Section icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Status icon-green-checkmark.png icon-x-red.png icon-x-red.png
Subject icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Trade icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png

See Also