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Procore

Remove Custom Fields from Configurable Fieldsets

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Objective

To remove custom fields from configurable fieldsets.

Background

Custom fields can be created for certain tools in Procore to allow for additional information to be filled in when creating or editing items. Similar to most fields in Procore, custom fields can be reported on in the Company and Project level Reports tools.

To better organise your fieldsets, custom fields can be removed from configurable fieldsets. See What are configurable fieldsets and which Procore tools support them?

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:
    • When custom fields are removed from a configurable fieldset that is applied to one or more projects, the custom fields will be removed from all of that fieldset's existing and new items within the projects.
    • Removing a custom field from a configurable fieldset does not delete the data associated with that field from Procore.
    • Removing a custom field from configurable fieldsets does not delete the custom field itself. See Delete Custom Fields.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click the tool with the fieldset that you want to remove the custom field from.
  3. Click the Fieldsets tab.
  4. Click Edit next to the fieldset that you want to remove the custom field from.
  5. Click the vertical ellipsis vertical-ellipsis.png across from the field you want to remove and select Remove.
  6. Click Save.
  7. In the 'Apply changes to [#] project(s)?' window:
    • Click Apply to Existing to save your changes to the fieldset on projects that the fieldset is already applied to.
      OR
    • Click Assign Projects to add or remove the fieldset from projects.
      • In the 'Assign Projects' window, mark the tickbox next to each project you want to apply the fieldset to and click Update.
      • In the 'Apply changes to [#] project(s)?' window, click Confirm.

See Also