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Procore (en-CA)

Remove Configurable Fieldsets from Projects

Objective

To remove configurable fieldsets from one or more projects in Procore.

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. See What are configurable fieldsets and which Procore tools support them?

If configurable fieldsets were previously applied to a project, you can choose to remove the custom configurations from that project. After a project has been deselected, the fieldsets will return to Procore's default fieldsets. If you want to delete a fieldset, see Delete Configurable Fieldsets.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool. 
  • Additional Information:
    • After a project has been deselected from the 'Assigned Projects' window, the fieldsets will return to Procore's default fieldsets.
    • Configured fieldsets applied to projects will be reflected on both Procore’s web and mobile applications.
    • To see which tools support configurable fieldsets, see What are configurable fieldsets and which Procore tools support them?

Prerequisites

See Create New Configurable Fieldsets OR click here to view the steps.  

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to create configurable fieldsets for.
  3. Click the Fieldsets tab.
    admin-fieldsets-tab.png
    Note: Tools without other settings in the Company level Admin tool will open to this page automatically.
  4. Click Create New across from the section you want to configure fieldsets for.
  5. In the 'Create Fieldset' window, enter a name for the fieldset and click Create.
  6. On the 'Edit Fieldset' page, each field name has the following options:
    • Click the toggle to the ON icon-toggle-on.png position to make the field visible in the section.
      OR
      Click the toggle to the OFF icon-toggle-off.png position to hide the field in the section.
      Note: A  icon indicates that the field is visible by default and cannot be changed to hidden.
    • Mark the 'Required' checkbox to designate the field as required.
      OR
      Clear the 'Required' checkbox to designate the field as optional.
      Notes:
      • Checkboxes only display for visible fields that can be configured as required or optional. 
      • A gray marked checkbox  indicates that the field is required by default and cannot be changed to optional.
  7. Click Save.
  8. In the 'Apply changes to [#] project(s)?' window, click Assign Projects to add the fieldset to projects.
    • In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the fieldset to and click Update.
    • In the 'Apply changes to [#] project(s)?' window, click Confirm.
  9. Optional: To set a fieldset as the default for new projects, click the  icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.
     Note
    Projects created from a project template that includes fieldsets will inherit the fieldsets from the project template instead of your company's default fieldsets. See Configure a Project Template.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to view fieldsets for.
  3. Click the Fieldsets tab.
    Note: Tools without other settings in the Admin tool will open to this page automatically. 
  4. Locate the configurable fieldset you want to remove from 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. Clear the checkboxes corresponding to the projects you want to remove the configured fieldset from.

     
  7. Click Update.
    Note:  Any unselected projects will be updated with the Procore Default fieldset for that tool or section.

See Also