Edit Custom Fields
Objective
To edit existing custom fields.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
- Additional Information:
- Field types for existing custom fields cannot be edited.
- To see which tools support custom fields, see What are custom fields and which Procore tools support them?
- 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.
- See Edit Configurable Fieldsets for information on changing a custom field's 'Required' or 'Optional' status.
Steps
- Rename a Custom Field
- Manage Selection Options for a 'Single Select' or 'Multi-Select' Custom Field
- Edit the Field Description for a 'Read Only Entry' Custom Field
Rename a Custom Field
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click the tool with the custom field you want to edit.
- Click the Custom Fields tab.
- Click Edit next to the custom field you want to edit.
- In the 'Edit Field' window, complete the following:
- In the 'Field Name' field, enter a new name for the custom field.
- Click Update.
Manage Selection Options for a 'Single Select' or 'Multi-Select' Custom Field
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click the tool with the custom field you want to edit.
- Click the Custom Fields tab.
- Click Edit next to the custom field you want to edit.
- In the 'Edit Field' window, complete the following:
- To change the availability for the selection options for custom fields that were created with the Single Select or the Multi-Select field type:
- Mark the checkbox for each selection option you want to make 'Active'.
OR - Clear the checkbox for each selection option you want to make 'Inactive'.
- Mark the checkbox for each selection option you want to make 'Active'.
- To add a selection option for custom fields that were created with with the Single Select or the Multi-Select field type:
- Enter a name for the selection option in the 'Name' field and click the plus icon (+) or press ENTER on your keyboard.
- Click Update.
- To change the availability for the selection options for custom fields that were created with the Single Select or the Multi-Select field type:
Edit the Field Description for a 'Read Only Entry' Custom Field
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click the tool with the custom field you want to edit.
- Click the Custom Fields tab.
- Click Edit next to the custom field you want to edit.
- In the 'Edit Field' window, complete the following:
- In the 'Field Description' field, enter new text for the custom field.
- Click Update.