To open Fields library, select Control panel, Settings, then from Blueprint select the menu and choose Fields library. Select Edit to update field settings.

For related setup tasks, use Custom fields manager to create new fields and use Forms library to place fields on forms.

Use the Help text entry field to add short, tooltip-style instructions for users. When help text is configured, a blue help icon appears next to the field in forms, and users can hover over the icon to view guidance.

Configure Region-Specific Labels

Use Select region to maintain different custom labels and field settings by region. This supports organizations with teams in multiple locales that use different terminology.

When you first open the page, your current region is selected. On later visits, the system opens the most recently selected region.

Hide or Require Fields

On the page, select Edit, then choose Hidden next to standard field labels you want to hide.

Note: If a field is currently hidden, the Custom label entry field is disabled. If a field is later changed to hidden, its other field-level settings are reset.

The following field types cannot be hidden:

• System required

• Coding sheet codes

To require a field, select Required next to the standard field label.

The following field types cannot be set to required:

• System required fields (already required and disabled)

• Boolean (True/False)

• Web clippings

• Calculated custom fields

• Coding sheet codes

Use Reset on an individual field to return that field to its last saved state. Use Reset list to undo unsaved changes for all fields in the current list.

Personalize Field Labels

Select the target Record type, optionally choose a region from Select region, and then select Edit.

Find the standard label you want to update, enter the new value in Custom label, and select Save. Repeat as needed for additional fields.