Requirement: Superuser access.
You can customize your own forms individually so that they have certain fields that are not part of the standard forms for your organisation.
You can customize forms for everyone using your Borealis application to display or hide specific fields in most of the record pages to keep a set of standardized fields for everyone and improve readability or streamline the process of entering data.
Modifications you do for everyone results in the selected field either being available or not being available for everyone using your instance in any view. Any field you hide with data entered will retain the data and will display it when made visible again.
Add a field
- Navigate to the form to which you want to add a new field for everyone.
- Click the Fields configuration icon.
- Select the FOR EVERYONE tab.
- Flag the fields you want to add to the form.
- Click the Save button.
Hide a field
- Navigate to the form from which you want to hide a field for everyone.
- Click the Fields configuration icon.
- Select the FOR EVERYONE tab.
- Unflag the fields you want to hide from the form.
- Click the Save button.