Apply a Fieldset to Projects in the Correspondence Tool
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.
Steps
Apply a Fieldset to one or more Projects
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Correspondence.
- Click the Fieldsets tab.
- Locate the configurable fieldset you want to apply to projects.
- 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. - Mark the checkboxes next to the projects you want to assign the fieldsets to.
OR
Click Select All to select all projects.
- Click Update.
- 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.