⚑ Prerequisite
Superuser access.
As a superuser, you can configure which fields are available, required, or hidden for all users in your Boréalis instance. This helps standardize data collection, improve readability, and streamline data entry across the organization.
Changes made in the FOR EVERYONE tab apply to all users and all views for the selected record type. If a field is hidden, any existing data stored in that field is retained and becomes visible again if the field is later made available.
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 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.
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.