⚑ Prerequisite: Superuser access.
As a superuser, you can configure which fields are available, required, or hidden for users.
Depending on your user profile, site configuration and the site you are currently using, the following options may be available:
FOR CURRENT SITE: Changes made in this tab apply to all users and all views on the current site only.
FOR EVERYONE: Changes made in this tab apply to all users and all views across the applicable sites.
Note: For some clients, FOR CURRENT SITE tab appears in addition to FOR ME and FOR EVERYONE. When you are working from a specific site rather than the corporate site, FOR EVERYONE is not available.
This article covers:
- Adding or showing fields on a form
- Marking fields as required
- Removing or hiding fields from a form
- Customizing additional fields and tooltips
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 EVERYONE tab.
- For the field you want to display, click Available/Visible.
- Click Save.
Mark a Field as Required
- Navigate to the form you want to customize.
- Click the Fields configuration icon.
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Select the FOR EVERYONE tab.
- For the field you want to make mandatory, click Required.
- Click Save.
ⓘ Note: When a superuser marks a field as required, it is automatically added to the form and cannot be hidden.
Remove or Hide a Field
- Navigate to the form you want to customize.
- Click the Fields configuration icon.
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Select the FOR EVERYONE tab.
- For the field you want to hide, click 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.
Customize Additional Fields and Tooltips
You can customize the display name of custom fields and add tooltips to provide guidance to users entering data.
- Navigate to the form you want to customize.
- Click the Fields configuration icon.
- Select the FOR EVERYONE tab.
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Locate the custom field you want to update and click Adjust labels.
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Enter the field name for each available language.
- Optional: Click + Add tooltip and enter the tooltip text.
- Click Save.
★ Tip: Tooltips provide users with additional instructions or context, helping ensure data is entered consistently and accurately.
ⓘ Note: Custom labels and tooltips are displayed to all users and help standardize data entry across your organization.