Previous Topic: Add a FieldNext Topic: Make a Previously-Hidden Reference Field Appear

Configuring the User Interface › Reference Field Configuration › Remove a Field

Remove a Field

You can remove a field when you do not want a particular field included in the reference field criteria and results. For example, you previously configured the model reference field by adding the Asset Family, Class, Company Name, and GL Code fields. To protect users from viewing sensitive information, you remove the GL Code field from the model reference field.

Note: When your assigned role has permissions to configure the object, you can complete this task.

To remove a field from the reference field criteria and results

  1. Click the tab and optional subtab for the object that you want to configure.
  2. On the left, click CONFIGURE: ON.

    The configuration of the page is enabled.

  3. In the Configuration Information area of the page, complete the following steps:
    1. Specify the information for the new global or local configuration, or select an existing configuration that you want to change.
    2. (Optional) In the Object drop-down list, select the part of the object that you want to configure. Any permission changes you make (for example, deny permissions to move a field) apply only to that part of the object.

      For example, when configuring a legal document, you select Legaldoc Status History in the Object drop-down list. You deny permissions to move fields for that part of the object (the status history). The permission changes apply only to the status history part of the object, and not to the other parts of the object.

    Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

  4. Click Save Configuration.
  5. Next to the field, click the Lookup Field icon.

    A list of fields in the reference field criteria and results appears.

  6. Click the Mark for Deletion icon next to the field you want to remove from the reference field criteria and results.
  7. Click Save.
  8. Click Save Configuration.

    The field does not appear in the reference field criteria and results.