Edit a Custom Field Used in Correspondence Fieldsets
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 edit a custom field that is used in correspondence fieldsets.
Background
You can edit a custom field for the Correspondence tool.
Things to Consider
- Required User Permissions:
- 'Admin' on the Company level Admin tool.
- Additional Information:
- Custom fields can be removed from configurable fieldsets, but this does not remove the data associated with that field. See Remove Custom Fields from Configurable Fieldsets.
- Custom fields can be included in reports in the Project and Company level Reports tools. See Create a Custom Project Report and Create a Custom Company Report.
Steps
Edit a Custom Field in the Correspondence Tool
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Correspondence.
- Click the Custom Fields tab.
- Click Edit to the left of the field that you want to update.
- Update the desired information. you can make the following updates:
- Field Name
- For Field Type, if you have chosen Single Select or Multi Select, you can only select or deselect the 'Active' tickbox for each option.
Note you can not update any other properties under Field Type.
- Click Update.
