Hide custom field on Cases form but display same field on edit form advanced find

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Posted on by Anja104

We have a custom Field which is displyed on Case Form and on edit form from advanced find. I would like to hide the field on Case from but the field should be visible on edit form from advanced find.

Hide on this form:

Display on this form:

Is this possible?

Thank you

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Answers (1)

LuHao 40,872 on at

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RE: Hide custom field on Cases form but display same field on edit form advanced find

Hi partner,

Has this problem been solved?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks. :)
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LuHao 40,872 on at

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RE: Hide custom field on Cases form but display same field on edit form advanced find

Hi Anja,

The field visibility on the advanced find form is based on the Case form, so the hidden fields of the Case form will also be hidden on the advanced find form.

You use the Case form instead of the Case for Interactive experience form, right?

If so, you could new a main form, then disable security roles for Case form.

Step 1. Set the custom filed visible in the Case form.

Step 2. New a main form, it will cpoy the Case form.

Hide the custom field. Save and publish.

Step 3. Select Case form and click Enable Security Roles.

Select Display only to these selected security roles and unselect all security roles.

Step 4. Select New form and click Enable Security Roles.

Select Display to everyone.

Step 5. Click Form Order > Main Form Set, move New Form to top.

Publish all customizations.

In this way, the new Case form seen by users will hide custom field, and advanced find form will show the custom field.
Anja104 on at

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RE: Hide custom field on Cases form but display same field on edit form advanced find

Hi Hao, thank you for the Infos. The field is visible on the Case from not on Case for Interactive experience.

Here are my Settings:

But when I diable the checkmarks the field is no longer visble on advanced find form.

Are my seetings correct?

Thank you
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LuHao 40,872 on at

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RE: Hide custom field on Cases form but display same field on edit form advanced find

Hi Anja,

It is possible.

In the Customer Service Hub, Case's form is limited to Case for Interactive experience, while Change Multiple Records' form is Case, these two are different forms.

So, as long as this custom field is not on the Case for Interactive experience form and is on the Case form, your needs will be fulfilled.