Edit Custom Fields

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Additional Information:

  • Field types for existing custom fields cannot be edited.

  • Options for multi select and single select field types can be shown or hidden in a dropdown list, but cannot be deleted.

  • 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.

  • To change a custom field's 'Required' or 'Optional' status, see Edit Configurable Fieldsets.

• 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

1. Navigate to the Company level Admin tool.

2. Under 'Project Settings' click Fieldset.

3. Click the Custom Fields tab.

4. Click Edit next to the custom field you want to edit.

5. Enter a new name for the custom field.

6. Click Update.

Manage Selection Options for a 'Single Select' or 'Multi-Select' Custom Field

1. Navigate to the Company level Admin tool.

2. Under 'Project Settings' click Fieldset.

3. Click the Custom Fields tab.

4. Click Edit next to the custom field you want to edit.

   • To add options, click Add Options and enter the option in the field. Then click Save.

   • To edit an option, click into the field and edit the text. Then click Save.

   • To show or hide a option the in the dropdown list, mark or clear the 'Active' checkbox. Then click Save.

5. Click Update.

Edit the Field Description for a 'Read Only Entry' Custom Field

1. Navigate to the Company level Admin tool.

2. Under 'Project Settings' click Fieldset.

3. Click the Custom Fields tab.

4. Click Edit next to the custom field you want to edit.

5. Enter new text for the custom field.

6. Click Update.