Hiding a field from Advanced find view and reports

(0) Share

Report

Posted on by Praveen Kumar Ellappa

160

Hello Everyone,

I am hiding a field in Contact form and using it only in back-end for other purpose. Can we also hide it in Advanced find view and Reports, so that users won't have the option to select that field?

Any help is appreciated.

Thanks,

Regards,

Praveen.

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (1)

Verified answer

Flydancer 1,332 on at

Like (0)

Report

RE: Hiding a field from Advanced find view and reports

Yes, you can use field security and hide it completely for specified users/teams crmbook.powerobjects.com/.../field-security-profiles

Was this reply helpful? Yes No
Suggested answer

Arun Vinoth 11,615 Moderator on at

Like (0)

Report

RE: Hiding a field from Advanced find view and reports

You can set the property of that field as Searchable = No in customization. Then it won't show in Adv.Find

Was this reply helpful? Yes No
Praveen Kumar Ellappa 160 on at

Like (0)

Report

RE: Hiding a field from Advanced find view and reports

Arun,

Still the field can be added as column in advanced find view.

Regards,

Praveen.

Was this reply helpful? Yes No
Praveen Kumar Ellappa 160 on at

Like (0)

Report

RE: Hiding a field from Advanced find view and reports

Flydancer,

I guess that works for our requirement.

Thanks,

Regards,

Praveen.

Was this reply helpful? Yes No
Suggested answer

Adrian Begovich 1,027 Moderator on at

Like (0)

Report

RE: Hiding a field from Advanced find view and reports

Hi Praveen Kumar Ellappa,

This article teaches you how to Bulk Hide Unused Fields from Users in Advanced Find.

Was this reply helpful? Yes No
Praveen Kumar Ellappa 160 on at

Like (0)

Report

RE: Hiding a field from Advanced find view and reports

Hi Adrian,

If I am right, setting searchable NO only makes the field not searchable in Advanced Find, but still it can be added a column (?)

Regards,

Praveen.

Was this reply helpful? Yes No
Suggested answer

Adrian Begovich 1,027 Moderator on at

Like (0)

Report

RE: Hiding a field from Advanced find view and reports

Hi Praveen Kumar Ellappa,

That is correct. There are currently no supported methods to prevent Users from adding the fields as a column in Advanced Find. The best solution currently available is a combination of hiding the fields you do not want to be visible from the Advanced Find field selection, and implementing Field Security Profiles on the fields you want hidden. Users will still have the ability to add these fields as a column, but they will not be able to see the values in the column unless they have the required permissions.

Was this reply helpful? Yes No