Show or hide fields on a screen or portlet
In Practice CS, you can customize screens and dashboard portlets by showing fields that you need and use and hiding fields that you don't need or use.
There are 2 methods to show or hide fields, depending on which screens you're using:
- You can show or hide the fields on the Time & Expense Entry and the Receipt & Adjustment Entry screens by usingUser Preferences.
- You can show or hide the fields on most other tabular screens and dashboard portlets by usingField Chooser.
Show and hide fields on the Time & Expense Entry and Receipt and Adjustment Entry screens
Time & Expense Entry
and Receipt and Adjustment Entry
screens- SelectSetupthenUser Preferences.
- Select either theTime & Expense EntryorReceipt & Adjustment Entrytab.
- For each field that you'd like to hide, mark the checkbox in the Hide column. This field will no longer appear on the Entry or Overview screens.note
- If the field is required for the transaction, you'll need to specify a default value in order for the field to be hidden.
- A hidden field is automatically skipped. A field can be skipped without hiding it, meaning it will still show on the screen but the cursor will skip over it when navigating across the transactions.
- Some fields may be hidden automatically due to security settings and won't appear on the list of fields in User Preferences.
Show and hide fields on other tabular screens and dashboard portlets
Most tabular screens and dashboard portlets provide a
Field Chooser
that lets you select which fields are displayed in the grid. You'd want to hide fields that you don't use on the screen in order to reduce its size and minimize the amount of horizontal scrolling you need to do.To use the
Field Chooser
:- SelectField Chooser
- Mark the fields you want to show and clear the fields you want to hide.noteThese selections apply only to the individual user and aren't global.
- Select theXby the Field Chooser to close.
