Hiding a Field in an Additional Form

Additional forms cannot be deleted. However, Administrators can "hide" the individual fields in a form, and also delete the Informational Panels, which are used as headings to organize the fields in the form.

Although a field added to company, contract, and project additional form cannot be deleted, a user with the Additional Forms Admin permission can hide a field in the form so that it does not display when users add the form to a Profile. The Informational Panels, which provide headings to organize the fields in the form, can be deleted.

Tip: An additional field can also be hidden in the Company, Contract, and Project Profile screen.

In the steps below, we are hiding a field in a contract additional form, but the procedure is the same for a company additional form and a project additional form.

1. Locate the additional form containing the field you want to hide, and display its Profile Edit screen.
2. Locate the field in Column 1 or Column 2, and click on it to select it. An active field is outlined with a red segmented line and its properties display in the Field Properties table.

3. Right-click on the field, and click the icon. The hidden field is grayed out.

   

   Tip:

   To delete an Information Panel, right-click on the panel and click the icon.

4. Click Save.