Which fields in the Correspondence tool can be configured as required, optional, or hidden?

Background

Certain fields in the Correspondence tool can be configured as required, optional, or hidden. For example, if you want to make a field required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in gray italics with the default setting marked in the table. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN checkmark (Icon Green Checkmark) indicates the possible settings for the field.

  • A RED 'x' (Icon X Red) indicates the field cannot be configured to this setting.

  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Answer

The table below details the settings that are supported by the configurable fieldsets function in the Correspondence tool.

Field Name

Required

Optional

Hidden

Assignees

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Attachments

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Cost Code

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Cost Impact

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Description

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Distribution

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Due Date

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Location

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Number

Icon Green Checkmark

Icon Green Checkmark

Icon X Red

Private

Icon X Red

Icon Green Checkmark

Icon X Red

Received From

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Responses

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Schedule Impact

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Schedule Tasks

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Specification Section

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Status

Icon Green Checkmark

Icon X Red

Icon X Red

Sub Job

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Subject

Icon Green Checkmark

Icon Green Checkmark

Icon X Red

Trade

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

See Also

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