Before you begin
Plans: Professional and Enterprise
Audience: Administrators
Custom fields are visible to all user groups who can view the records they exist on. However, you can choose to hide them from specified user groups.
To do this:
- Do one of the following:
- Navigate to Maintenance > Work Orders if the custom field you want to configure is for work orders.
- Navigate to Maintenance > Projects if the custom field you want to configure is for projects.
- Navigate to Assets if the custom field you want to configure is for assets.
- Click on any record to open its page.
- Click the gear button (
) in the top right corner, and click Switch to another profile:
- Select the user group you'd like to hide the custom field from.
- Click the gear button (
) in the top right corner and then click Select visible elements.
- Deselect the checkbox in the Visible column for any custom fields you want to hide:
In the above example, Field 35 has been hidden. - Click OK.
- Repeat steps 2-7 for other user groups as needed.