PowerSteeringPowerSteering User GuidesAdministrator Guide Using Field ManagementHow do I edit the visibility of a tag or custom field?

How do I edit the visibility of a tag or custom field?

Using the Formula Builder, you can determine when a tag, custom field, or grouping should be visible on an object type. Using visibility rules, you can hide tags, custom fields, or groupings during project creation, make them viewable and editable only after certain phases, or make them viewable and editable only by certain users, roles, or groups. This article describes how to edit the visibility of a tag or custom field.

1. Click Admin

Click Admin
  1. On the Icon Bar, click the Admin button, then click Configuration to expand the menu.
  2. Click Field Management.

2. Select Object

  • Click the name of the object type that you want to edit the tag/custom field visibility for.

3. Click Visibility

  • Click the visibility link next to the tag, custom field, or grouping that you want to change the visibility for.

4. Click OK

  1. Use the Formula Builder to create a formula that defines when the tag, custom field, or grouping should be visible. See the article What is the Formula Builder? for more information about using the Formula Builder.
  2. Click OK to return to Field Management.

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