Remove Configurable Fieldsets from Projects
Contexte
Un ensemble de champs configurables est un groupe de champs dans certains outils Procore qui peuvent être définis comme optionnels, obligatoires ou cachés, selon les besoins de votre compagnie. Cela permet un meilleur contrôle sur l’entrée de données lorsque les utilisateurs créent et modifient des items dans des projets Procore.
Voir Que sont les ensembles de champs paramétrables et quels outils Procore les prennent en charge?
Si des ensembles de champs configurables ont déjà été appliqués à un projet, vous pouvez choisir de supprimer les configurations personnalisées de ce projet. Une fois qu’un projet a été désélectionné, les groupes de champs reviennent aux groupes de champs par défaut de Procore.
Si vous souhaitez supprimer un ensemble de champs, voir Supprimer les ensembles de champs configurables.
Things to Consider
Required User Permissions:
'Admin' level permissions on the Company level Admin tool.
Additional Information:
After a project has been deselected from the 'Assigned Projects' window, the fieldsets will return to Procore's default fieldsets.
Configurable fieldsets applied to projects will be reflected on both Procore's web and mobile applications.
Conditions préalables
See Create New Configurable Fieldsets OR click here to view the steps.
Navigate to the Company level Admin tool.
Under 'Tool Settings', click the tool you want to create configurable fieldsets for.
Click the Fieldsets tab.
Note: Tools without other settings in the Company level Admin tool will open to this page automatically.Click Create Fieldset and if required, select the fieldset type.
Enter a name for the fieldset, then click Create.
On the 'Edit Fieldset' page, each field name has the following options:
Do one of the following:
Click the toggle to the ON
position to make the field visible in the section. Click the toggle to the OFF
position to hide the field in the section. Note: A 
icon indicates that the field is visible by default and cannot be changed to hidden.
Do one of the following:
Mark the 'Required' checkbox to designate the field as required.
Clear the 'Required' checkbox to designate the field as optional. Notes:
Fields without a checkbox are optional by default and cannot be changed to required.
A gray marked checkbox
indicates that the field is required by default and cannot be changed to optional.
Optional: If available, click Create Section to create a new section. See Create Custom Sections.
Click Save.
In the 'Apply changes to [#] project(s)?' window, click Assign Projects to add the fieldset to projects.
In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the fieldset to and click Update.
In the 'Apply changes to [#] project(s)?' window, click Confirm.
Optional: To set a fieldset as the default for new projects, click the
icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default. Note
Projects created from a project template that includes fieldsets will inherit the fieldsets from the project template instead of your company's default fieldsets. See Configure a Project Template.
