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Apply a Fieldset to Projects in the Correspondence Tool

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 Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

Objective

To use the Admin tool to apply a fieldset to one or more projects in the Correspondence tool.

Background

A configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required or hidden, depending on the needs of your company. This allows for better control over data entry when users create and edit items in Procore projects.

 Important
For each correspondence type, different fieldsets can be applied to different projects.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool. 

Prerequisites

To apply a fieldset to one or more projects for a correspondence type, a fieldset must be created for a specific correspondence type. See Create a Fieldset for a Correspondence Type in the Correspondence Tool OR click here to view the steps.  

Create a Custom Fieldset for a Correspondence Type
  1. Navigate to the Company level Admin tool. 
  2. Under Tool Settings, click Correspondence.
  3. Click the Fieldsets tab.
  4. Click Create New next to the correspondence type for which you want to create a custom fieldset.
    correspondence-create-fieldset-for-type.png
  5. Enter a name for the fieldset and click Create.
  6. Click Create.
  7. Each field name has the following options:
    Note: If you are unable to click on an option, this indicates it is a Procore default that cannot be modified.
    • Click the toggle switch to the ON icon-toggle-on.png position to make the field visible in the section.
    • Click the toggle switch to the OFF icon-toggle-off.png position to hide the field in the section.
    • Mark the 'Required' tickbox to designate a field as required or optional.
      A marked tickbox icon-checkbox-marked.png indicates that users will be required to complete the field in the section.
  8. Optional: To add a custom field, click Add Custom Field and choose one of the following options:
    correspondence-add-custom-field-dropdown.png
    • Click Create New to create a new custom field and follow the steps 5 and 6 in Create a Custom Field to Use in Correspondence Fieldsets.
      OR
    • Click Choose From Existing and from the Add Custom Field dialogue, click Add next to the field that you want to add.

      Note: You can add up to 10 custom fields to a fieldset.
  9. Choose one of the following options:
    • If you only want the fieldsets to be applied to new projects, click Save.
      OR
    • If you want to apply the fieldsets to existing projects:
      1. Click Assign Projects. 
      2. Mark the tickboxes next to the projects you want to assign the fieldsets to.
        OR
        Click Select All to select all projects.
        1. Click Update.
        2. Click Confirm to confirm that you want to apply the fieldset to the selected projects.
          Note: Procore's default fieldsets in the selected projects will be replaced with the fieldset you configured.
        3. To set the fieldset you created as a default for future, click the vertical ellipsis (⋮) at the end of the row for the fieldset that you want to add as a default, and then click Set as new project default. 
          A tick will appear for the fieldset in the Default for New Project column.

Steps

Apply a Fieldset to one or more Projects 
  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click Correspondence.
  3. Click the Fieldsets tab.
  4. Locate the configurable fieldset you want to apply to projects.
  5. Click the fieldset's link in the 'Assigned Projects' column (e.g. 15/30 Projects).

    Note: This link indicates the number of projects the fieldset is currently applied to, out of the number of projects in the account.
  6. Mark the tickboxes next to the projects you want to assign the fieldsets to.
    OR
    Click Select All to select all projects.
  7. Click Update.
  8. Click Confirm to confirm that you want to apply the fieldsets to the selected projects.
    Note: If one or more fieldsets have been applied to a correspondence type, the fieldsets in the selected projects will be replaced with the fieldsets you configured.

See Also