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

Background

Certain fields in the Submittals tool can be configured as required, optional, or hidden. For example, if you want to make comments 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.

Answer

The tables below detail which fields can be configured for the Submittals tool.

Note:

  • A GREEN checkmark Icon Permissions Access Check indicates the possible settings for the field.

  • A RED 'x' Icon Permissions No Access X 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.

Submittal Log

Field Name

Required

Optional

Hidden

Actual Delivery Date

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Attachments

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Confirmed Delivery Date

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Cost Code *

Icon X Red

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

Final Due Date

Icon X Red

Icon Green Checkmark

Icon X Red

Issue Date *

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Location

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Number

Icon Green Checkmark

Icon X Red

Icon X Red

Private

Icon Green Checkmark

Icon X Red

Icon X Red

Received Date *

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Received From

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Responsible Contractor

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Schedule Task

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Spec Section

Icon Green Checkmark

Icon Green Checkmark

Icon X Red

Status

Icon Green Checkmark

Icon X Red

Icon X Red

Sub Job *

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Submit By *

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Submittal Manager

Icon Green Checkmark

Icon X Red

Icon X Red

Submittal Package

Icon X Red

Icon Green Checkmark

Icon X Red

Title

Icon Green Checkmark

Icon Green Checkmark

Icon X Red

Type

Icon Green Checkmark

Icon Green Checkmark

Icon X Red

* These fields (if they are not configured as Hidden) can only be updated by users with 'Admin' level permissions on the project's Submittals tool when they create or edit a submittal.

See Also

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