What are the default fieldset configurations for Procore's 'Transmittal' template correspondence type?
This template type is set to 'Private' by default.
Answer
Field Name | Visible or Hidden | Required or Optional |
|---|---|---|
Assignees | Visible | Optional |
Attachments | Visible | Optional |
Description | Visible | Optional |
Distribution | Visible | Optional |
Due Date | Visible | Optional |
Location | Visible | Optional |
Number | Visible | Required |
Private | Visible | Required |
Responses | Visible | Optional |
Status | Visible | Required |
Subject | Visible | Required |
Suggested fields for 'Transmittal' template correspondence type
Manually add the following field types to the template, as needed:
Field Name | Type | Required or Optional |
|---|---|---|
Sent Via | Multi-Select:
| Optional |
Submitted For | Multi-Select:
| Optional |
Action As Noted | Multi-Select:
| Optional |