How do I Show or Hide a Custom Field?


Purpose:  To allow the user to hide a field in the record layouts, tables, board views and timeline field updates. It will remain visible in automations, filters, charts, and dashboards.



TABLE OF CONTENTS


Step-By-Step Guide


Step 1: Navigate to the Customize Fields screen.


Once you get there please proceed with the following steps. 


  1. Click Settings from the top menu bar.
  2. Click Customize Fields.
  3. Navigate to the Custom Object that the Custom Field is related to and locate the Custom Field.
  4. Click on the ... of the Custom Field.
  5. Click Hide.


Hide_a_Custom_Object.png


Step 2: Click Confirm


Clicking confirm will hide this field in record layouts, tables, board views and timeline field updates. It will remain visible in automations, filters, charts, and dashboards.




AttentionAfter the field has been hidden it will turn gray and be moved to the bottom of the category. 




Step 3: Show the field (Optional):


If you need to have the custom field displayed once again please right click next to the ... icon and select the Show option as demonstrated below.


 



AttentionThis guide may reference advance configuration steps that requires administrative role. Click Here to lean more about application roles, data access & permissions.



Other Custom Field Actions:

Add a Custom Field

Edit a Custom Field

Delete a Custom Field

Reorder Custom Fields





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