create_configurable_field_sets
Create custom field sets in Procore to tailor forms for observations, punch items, or RFIs, enabling project-specific data collection and workflow customization.
Instructions
Create Configurable Field Sets. [Company Admin/Custom - Configurable Tools] POST /rest/v1.0/companies/{company_id}/configurable_field_sets
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| company_id | Yes | Unique identifier for the company. | |
| include_lov_entries | No | whether or not to include LOV entries in the response (defaults to true) | |
| name | Yes | Name | |
| class_name | Yes | Class Name of the object the Configurable Field Set is applied to | |
| fields | Yes | All fields that make up the form of the class name. | |
| project_ids | No | project_ids | |
| category | No | 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 | Action Plan Type unique identifier | |
| inspection_type_id | No | Inspection type unique identifier | |
| generic_tool_id | No | Generic tool unique identifier | |
| company_default | No | If the Configurable Field Set is the company default for new projects | |
| company_configurable_field_set_default_column_name | No | the column name on CompanyConfigurableFieldSetDefault to set the Configurable Field Set as default to. Only needed if company_default is true. |