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

Nom du champ

Obligatoire

Optionnel

Caché

Date de livraison réelle

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Pièces jointes

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Date de livraison confirmée

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Code de coût *

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

Date d’échéance finale

Icon X Red

Icon Green Checkmark

Icon X Red

Date d’émission *

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Emplacement

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Nombre

Icon Green Checkmark

Icon X Red

Icon X Red

Privé

Icon Green Checkmark

Icon X Red

Icon X Red

Date de réception *

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Reçu de

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Sous-traitant responsable

Icon Green Checkmark

Icon Green Checkmark

Icon Green Checkmark

Planifier une tâche

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Section du cahier des charges

Icon Green Checkmark

Icon Green Checkmark

Icon X Red

Statut

Icon Green Checkmark

Icon X Red

Icon X Red

Sous-projet *

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Soumettre avant *

Icon X Red

Icon Green Checkmark

Icon Green Checkmark

Gestionnaire des livrables

Icon Green Checkmark

Icon X Red

Icon X Red

Dossier de livrables

Icon X Red

Icon Green Checkmark

Icon X Red

Titre

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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