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Create a Custom Field to Use in Correspondence Fieldsets

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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 create a custom field that can be used on any fieldset of any correspondence.

Background

You can create a custom field in the Admin tool that can be used on any fieldset of any correspondence.

Things to Consider

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

Prerequisites

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

Create a Custom Field in the Correspondence Tool
  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click Correspondence.
  3. Click the Custom Fields tab.
  4. Click Create.
  5. Complete the following information for the new field:
    • Field Name: Enter a name for the field.
    • Field Type: Select the type of field you want to create.
      • Plain Text (Short): The field will be a free text field.
      • Number: The field will allow a number value to be entered.
      • Tickbox: The field will be a tickbox that can be marked or cleared.
      • Single Select: The field will be a drop-down menu that allows users to select one value.
      • Multi Select: The field will be a drop-down menu that allows users to select multiple values.
      • Date: The field will allow the user to select a specific date from a calendar.
      • Rich Text (Long): The field will be a free text field.
  6. Click Create.

     

See Also