Hide a Field

In Screen Designer, you can hide a field or element in a hub or Chart of Accounts from users based on their security role.

A hidden field or element is not visible in Vantagepoint.

For more information about hidden fields, see Hiding Fields and Grids.

These instructions apply for fields, and other elements on a screen, such as grids, workflow buttons, and labels.

To hide a field or element from a security role in a hub or Chart of Accounts:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
    • Select Settings > General > Screen Designer. In the Application field at the top of the Screen Designer form, select the application that you want to customize.
  2. On the Screen Designer form, click the field or element that you want to hide.
    To hide more than one field or element at a time, select the multiple items on the Screen Designer form using the CTRL key.
  3. In the Field Properties section of the properties pane, or the Grid Properties section if you selected a grid, click in the Field Security field.
  4. On the Field Security Rights dialog box, do one of the following:
    • If you are hiding the field (or multiple fields) from one role only, set the Secured/Hidden/Displayed option to Hidden in the role's row.
    • If you are hiding the field (or multiple fields) from more than one role, select the check box beside each role's row, or select the check box beside the Role column heading to select all roles. Then click the Hide action above the roles grid. Hidden is automatically selected in the Secured/Hidden/Displayed field.
    When you select multiple fields to hide at a time, it is possible that the security rights currently entered for all the selected fields for a role are not the same. In that case, you Mixed is displayed in the Secured/Hidden/Displayed column for a role. If you change the Mixed value to another value for a role, that new value is displayed in the column and is applied to all the fields that you selected on the Screen Designer form.
  5. Click Save.