How to hide or rename fields on forms

The names of fields can be renamed, customized, or hidden to suit your business needs.

To rename fields on a form

1. Right-click anywhere on the form.
2. Click Customize Layout. The Customization window will display.
3. Click the Layout tree view tab.
4. Under Layout tree view, locate and click the field you wish to edit.
5. On the main screen, scroll down and find Text. Beside the second Text field, enter new name.
6. Click Save. Then click OK.
   
   

To hide an item on the form

1. Right-click anywhere on the form.
2. Click Customize Layout. The Customization window will display.
3. Click the Layout tree view tab.
4. Locate the text you wish to hide. Right-click and select Hide Item.
5. The field will be placed in the Hidden items section.
   
   

 These changes can also be made on any form within Primacy Workplace.

 You can delete a saved layout by navigating to the ViewLayout table on your database and deleting the saved layout.