Fields library

The Fields library lets you access a list of all fields currently available in the system (both Standard and Custom) for all Record types to manage custom labels, help text, and make certain fields hidden or required.

To access the Fields library, select Control panel, Settings. On the Blueprint tile, select the menu , Fields library. Select Edit to edit any of the fields.

Tool-tip-style help text is assigned to specific fields using the Help text entry field. The Help text entry field enables short help information. Add help text to display a blue icon next to the field when used in a form. Placing the mouse cursor over the icon displays the help text.

The Select region menu enables you to configure custom labels and settings for users who have their Operating System set to a specific region. When you first access the Fields library, your current region is selected. On subsequent visits, the system remembers the last Region selected. This helps users of the same organization in different regions to see multiple different sets of custom labels for various fields.

On the Fields library page, select Edit, then select the Hidden check-box next to the standard field labels you want to hide.

Note: If the field is currently flagged as Hidden, the Custom Label entry field is disabled. If the field is made Hidden in the future, all other settings for that field are reset.

The following field types can't be made hidden and have a disabled check-box:

  • System required

  • Coding sheet codes

To make specific fields required, check the Required box to the right of the standard field label.

The following field types can't be made required:

  • System required: these fields are checked but disabled.

  • Boolean (True/False)

  • Web clippings

  • Calculated custom fields

  • Coding sheet codes

Don’t like the changes you made to a field? Select Reset on a field label to return to the last saved state. To reset all fields back to the last saved state, select Reset list.

To personalize field labels to match your organization’s terminology, select the desired Record type on the Fields library page.

Optionally, the Select region menu is used to set this session’s changes for a specific region of the world.

Select Edit, then scroll down the list until you find the standard field label you want to change. Enter your desired custom label in the Custom label entry field, then select Save.

Repeat this process as necessary for other fields.