Create Configurable Field Sets
create_configurable_field_setsCreate custom configurable field sets in Procore for Observations, Punch Items, or RFIs. Define fields, assign projects, and set as company default.
Instructions
Create Configurable Field Sets. Use this to create a new Custom - Configurable Tools in Procore. Creates a new Custom - Configurable Tools and returns the created object on success (HTTP 201). Required parameters: company_id, name, class_name, fields. Procore API: Company Admin > Custom - Configurable Tools. Endpoint: POST /rest/v1.0/companies/{company_id}/configurable_field_sets
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| company_id | Yes | URL path parameter — unique identifier for the company. | |
| include_lov_entries | No | Query string parameter — whether or not to include LOV entries in the response (defaults to true) | |
| name | Yes | JSON request body field — the name for this Custom - Configurable Tools operation | |
| class_name | Yes | JSON request body field — class Name of the object the Configurable Field Set is applied to | |
| fields | Yes | JSON request body field — all fields that make up the form of the class name. | |
| project_ids | No | JSON request body field — array of project identifiers | |
| category | No | JSON request body field — required and only needed when associating projects for an Observations Configurable Field Set.(0 = quality, 1 = safety, 2 = commissioning, 3 = warranty, 4 = work to complete) | |
| action_plan_type_id | No | JSON request body field — action Plan Type unique identifier | |
| inspection_type_id | No | JSON request body field — inspection type unique identifier | |
| generic_tool_id | No | JSON request body field — generic tool unique identifier | |
| company_default | No | JSON request body field — if the Configurable Field Set is the company default for new projects | |
| company_configurable_field_set_default_column_name | No | JSON request body field — the column name on CompanyConfigurableFieldSetDefault to set the Configurable Field Set as default to. Only needed if company_default is true. |