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Show / Hide / Manage Fields
Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

As a Solution Manager, you have the ability to hide specific fields from display on records, manage permissions, and fields settings from the page setting model.

Here's how:

Navigate to Page Settings:

While viewing the record, locate and click on the Page Settings button. This button is typically represented by a gear icon or labeled as "Settings."


Show / Hide Fields

Instead of creating a separate section for hidden fields, you can now manage this directly from the Page Settings modal.

In the Page Settings modal, you will see a new tab named "Fields" Click on this tab to access the field management options.

By default, all fields are accessible, meaning they are displayed on the edit record page.

Locate or search for the fields you can't find, the fields will display in their prospective sections to easily locate them.

To hide a field, simply click on the eye icon. Upon clicking, the field will now be hidden from the record view.

Hiding a field only affects its display on the edit record page. It does not impact other functionalities such as Fields to Display, Sort, or Filter.

To show the field, simply click the eye icon again.

Note: if you want to hide an entire section (all fields within a section), you can select the eye icon next to the Section name.


Managing Field Permissions / Settings

From page settings, you can manage permissions you set on each field. Select the first lock icon and the field permission window will display.

From here, you can also access the field settings of each field or section in the record. Click on the gear and the field settings window will display.

Learn more about managing entire sections in the Page settings here.

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