You can customize forms in the Boréalis application to show or hide specific fields. This helps improve readability and streamlines data entry.
Changes made in the FOR ME tab apply only to your view and do not affect other users.
Because each record type is configured separately, you may need to repeat these steps on multiple pages.
ⓘ Note
If you are a superuser, you can also customize field availability and requirements for all users.
This article covers:
Add or Show a Field
- Navigate to the form you want to customize.
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Click the Fields configuration icon.
- Select the FOR ME tab.
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For each field you want to display on the form, select Available/Visible.
- Click Save.
Remove or Hide a Field
- Navigate to the form you want to customize.
- Click the Fields configuration icon.
- Select the FOR ME tab.
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For each field you want to hide on the form, select Hidden.
- Click Save.
❗︎ Important
Hiding a field does not delete its data. Any existing information remains stored and will be displayed again if the field is made available in the future.