What are custom fields and which Procore tools support them?
Answer
Custom fields are additional fields that can be added and customized in the Company level Admin tool for certain Project level tools in Procore through configurable fieldsets. See What are configurable fieldsets and which Procore tools support them?
This functionality is separate from custom fields that can be created in the project's Meetings, Submittals and RFIs configure settings pages and separate from the custom fields that can be added by the Custom Solutions team as an add-on service. See Get Started with Custom Fields from the Custom Solutions Team.
When creating a custom field, you will need to select a field type from the drop-down menu (such as Plain Text, Number, Checkbox, Single Select or Multi Select). You can then mark the custom field as Required, Optional or Hidden to control how it appears on projects. See Create New Custom Fields.
For information on how to retrieve configurable fieldsets via the Procore API, see List Configurable Fieldsets on the Procore Developers Centre.
Supported Tools
The following Project level tools support custom fields created in the Company level Admin tool.
Tool | Fieldsets Available to Configure with Custom Fields | Number of Custom Fields Allowed per Fieldset |
---|---|---|
|
Project Note: Only one 'Project' fieldset can be created and the fieldset will apply to all new and existing projects. See Create a Default Project Fieldset. |
10 |
Correspondence |
|
15 |
Daily Log |
|
5 |
Drawings |
|
10 |
Documents (Project Documents) |
|
10 |
Incidents |
|
15 |
Inspections |
|
10 |
Observations |
|
10 |
Punch List |
|
10 |
RFIs |
|
10 |
Specifications |
|
10 |
Submittals |
|
10 |
T&M Tickets |
|
10 |
*Limited release: This feature is being released in phases and may not be available in your Procore account at this time. Please reach out to your Procore point of contact for more information.