新建可配置字段集

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class="dekiFlash"></div></div> <h1 id="title" class="no-edit" style="visibility: visible;"> 新建可配置字段集 </h1> <div class="mt-last-updated"> <strong>Last updated:</strong> <span class="modified mt-last-updated-timestamp" data-timestamp="2024-03-12T01:27:44Z"></span> </div> <div class="mt-content-header"></div> <div class="mt-content-side"></div> <div id="mt-toc-container" data-title="目录" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">目录</button> <div class="mt-toc-content mt-collapsible-section mt-toc-hide"> <ol><li><a href="#.E7.9B.AE.E6.A0.87" rel="internal">目标</a></li><li><a href="#.E8.83.8C.E6.99.AF" rel="internal">背景</a></li><li><a href="#.E9.9C.80.E8.A6.81.E8.80.83.E8.99.91.E7.9A.84.E4.BA.8B.E9.A1.B9" rel="internal">需要考虑的事项</a></li><li><a href="#.E6.AD.A5.E9.AA.A4" rel="internal">步骤</a><ol><li><a href="#.E6.B3.A8.E6.84.8F" rel="internal"> 注意</a></li></ol></li><li><a href="#.E5.8F.A6.E8.AF.B7.E5.8F.82.E9.98.85" rel="internal">另请参阅</a></li></ol> </div> </div> <div id="page-top"> <div id="topic"> <div id="pageText"><div mt-section-origin="products/online/user-guide/company-level/admin/tutorials/create-new-configurable-fieldsets" class="mt-section" id="section_1"><span id=".E7.9B.AE.E6.A0.87"></span><h2 class="editable">目标</h2> <p>在 Procore 中为工具创建可配置字段集。</p> </div><div mt-section-origin="products/online/user-guide/company-level/admin/tutorials/create-new-configurable-fieldsets" class="mt-section" id="section_2"><span id=".E8.83.8C.E6.99.AF"></span><h2 class="editable">背景</h2> <p><em>可配置字段集</em>是某些 Procore 工具中的一组字段，可以根据公司需要设置为可选、必填或隐藏。当用户在 Procore 项目中创建和编辑项时，这些字段可以更好地控制数据输入。请参阅<a title="什么是可配置字段集以及哪些 Procore 工具支持它们？" href="https://zh-sg.support.procore.com/faq/what-are-configurable-fieldsets-and-which-procore-tools-support-them" rel="internal">什么是可配置字段集以及哪些 Procore 工具支持它们？</a></p> </div><div mt-section-origin="products/online/user-guide/company-level/admin/tutorials/create-new-configurable-fieldsets" class="mt-section" id="section_3"><span id=".E9.9C.80.E8.A6.81.E8.80.83.E8.99.91.E7.9A.84.E4.BA.8B.E9.A1.B9"></span><h2 class="editable">需要考虑的事项</h2> <ul> <li><strong><strong>所需用户权限：</strong></strong> <ul> <li>公司级管理员工具的“管理员”权限。</li> </ul> </li> <li><strong>其他信息：</strong> <ul> <li>可以创建多个版本的可配置字段集以在不同项目中使用。<br /><em>注意：</em>如果要为项目级别管理员工具配置字段集（用于创建和更新项目），请参阅<a title="创建默认项目字段集" href="https://zh-sg.support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-a-default-project-fieldset" rel="internal">创建默认项目字段集</a>。</li> <li>默认情况下，可配置字段集仅应用于新项目。但是，你可以选择将它们应用到哪些项目。</li> <li>应用于项目的可配置字段集将反映在 Procore 的 Web 和移动应用程序中。</li> <li>如果要为特定工具配置字段集，请参阅<a title="什么是可配置字段集以及哪些 Procore 工具支持它们？" href="https://zh-sg.support.procore.com/faq/what-are-configurable-fieldsets-and-which-procore-tools-support-them" rel="internal">什么是可配置字段集以及哪些 Procore 工具支持它们？</a></li> <li>如果 Procore 移动版应用程序当前不支持的字段被标记为“必填”，则不受支持的字段将不会出现在移动应用程序中，而且该项仍然可以在没有必填字段的情况下提交。无论移动应用程序是否支持该字段，在 Web 应用程序上创建和编辑的项仍将需要“必填”字段集。</li> </ul> </li> </ul> </div><div mt-section-origin="products/online/user-guide/company-level/admin/tutorials/create-new-configurable-fieldsets" class="mt-section" id="section_4"><span id=".E6.AD.A5.E9.AA.A4"></span><h2 class="editable">步骤</h2> <ol> <li>导航到公司级别<strong>管理员</strong>工具。</li> <li>在“工具设置”下，点击要为其编辑可配置字段集的工具。</li> <li>点击<strong>字段集</strong>标签页。<br /><img alt="admin-fieldsets-tab.png" class="internal default" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/1953/admin-fieldsets-tab.png?revision=1" /><br /><em>注意：</em>在公司级别管理员工具中没有其他设置的工具将自动打开此页面。</li> <li>点击要为其配置字段集的部分的<strong>新建</strong>。</li> <li>在“创建字段集”窗口中，输入字段集名称并点击<strong>创建</strong>。</li> <li>在“编辑字段集”页面上，每个字段名称都有以下选项： <ul> <li>点击切换到“开”<strong><img alt="" class="internal default" src="/" /></strong><img alt="icon-toggle-on.png" class="internal default" style="width: 25px; height: 25px;" width="25px" height="25px" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/11436/icon-toggle-on.png?revision=1&size=bestfit&width=25&height=25" />位置，使该字段在本部分中可见。<br />或者<br />点击切换到“关”<img alt="icon-toggle-off.png" class="internal default" style="width: 25px; height: 25px;" width="25px" height="25px" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/11419/icon-toggle-off.png?revision=1&size=bestfit&width=25&height=25" />位置，在本部分中隐藏该字段。<br /><em>注意：</em>此<img class="internal default" style="width: 25px; height: 25px;" width="25px" height="25px" alt="icon-toggle-on2.png" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/11439/icon-toggle-on2.png?revision=1&size=bestfit&width=25&height=25" />图标表示该字段默认可见，不能更改为隐藏。</li> <li>勾选“必填”复选框将该字段指定为必填字段。<br />或者<br />清除“必填”复选框以将该字段指定为可选字段。<br /><em>注意：</em> <ul> <li>不具有复选框的字段默认可选，并且不能更改为必填。</li> <li>灰显已标记复选框<img class="internal default" style="width: 17px; height: 17px;" width="17px" height="17px" alt="icon-checkbox-marked-grayed-out.png" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/10401/icon-checkbox-marked-grayed-out.png?revision=1&size=bestfit&width=17&height=17" />表示该字段默认必填，不能改成可选。</li> </ul> </li> </ul> </li> <li>点击<strong>保存</strong>。</li> <li>在“将更改应用于 [#] 个项目？”窗口中，点击<strong>分配项目</strong>将字段集添加到项目。 <ul> <li>在“分配项目”窗口中，勾选要应用该字段集的各个项目旁边的复选框，然后点击<strong>更新</strong>。</li> <li>在“将更改应用于 [#] 个项目？”窗口中，点击<strong>确认</strong>。</li> </ul> </li> <li><em>可选：</em>要将字段集设置为新项目的默认值，请在“字段集”标签页的该行末尾点击 <img class="internal default" style="width: 4px; height: 15px;" width="4px" height="15px" alt="icon-ellipsis-options-menu.png" loading="lazy" src="https://zh-sg.support.procore.com/@api/deki/files/10665/icon-ellipsis-options-menu.png?revision=1&size=bestfit&width=4&height=15" /> 图标，然后选择<strong>设置为新项目默认</strong>。 <div class="callout callout-note"> <div mt-section-origin="products/online/user-guide/company-level/admin/tutorials/create-new-configurable-fieldsets" class="mt-section"><span id=".E6.B3.A8.E6.84.8F"></span><h5 class="editable"><i class="fas fa-info-circle"> </i>注意</h5> 从包含字段集的项目模板创建的项目将继承项目模板中的字段集，而不是公司的默认字段集。请参阅<a title="配置项目模板" href="https://zh-sg.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/configure-a-project-template" rel="internal">配置项目模板</a>。</div></div> </li> </ol> </div><div mt-section-origin="products/online/user-guide/company-level/admin/tutorials/create-new-configurable-fieldsets" class="mt-section" id="section_5"><span id=".E5.8F.A6.E8.AF.B7.E5.8F.82.E9.98.85"></span><h2 class="editable">另请参阅</h2> <ul> <li><a title="将可配置字段集应用于项目" href="https://zh-sg.support.procore.com/products/online/user-guide/company-level/admin/tutorials/apply-configurable-fieldsets-to-projects" rel="internal">将可配置字段集应用于项目</a></li> <li><a title="编辑可配置字段集" href="https://zh-sg.support.procore.com/products/online/user-guide/company-level/admin/tutorials/edit-configurable-fieldsets" rel="internal">编辑可配置字段集</a></li> <li><a title="从项目中移除可配置字段集" href="https://zh-sg.support.procore.com/products/online/user-guide/company-level/admin/tutorials/remove-configurable-fieldsets-from-projects" rel="internal">从项目中移除可配置字段集</a></li> </ul> <style>/*<![CDATA[*/body #deki-page-title::before {content: url("/@api/deki/pages/:ccaec8e887044385a1dfc2a3a0f71434/files/=tool-icon_admin_web-company-level.png");}/*]]>*/</style> </div></div> </div> </div> <div class="mt-content-footer"></div> <ol class="grape-meta-data grape-meta-article-navigation"> <li class="grape-back-to-top"><a class="mt-icon-back-to-top" href="#title" id="mt-back-to-top" title="返回到本文章顶部">返回顶部</a></li> <li class="grape-article-pagination"><ul class="mt-article-pagination"> <li class="mt-pagination-previous"> <a class="mt-icon-previous-article" 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新建可配置字段集 - Procore