Toggle field visibility
Sometimes when verifying documents from a particular party (supplier or customer), there are fields that you rarely use. To alleviate the repetitiveness of clearing unused fields and remove clutter from the workspace, you can choose to hide unused fields. To toggle field visibility during verification, you must have the Update online learning privilege. Also, online learning cannot be locked, and depending on which document process you use, you must have the Change field visibility per supplier privilege or the Change field visibility per customer privilege. You must fulfill these conditions:
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You must have the Update online learning privilege.
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You must have the Change field visibility per supplier or Change field visibility per customer privilege.
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Online learning cannot be locked for the current supplier/customer.
Toggling field visibility is useful for hiding fields that you rarely use. However, to hide fields completely, administrators can use another procedure to specify which fields to display.
Hide a field
- Ensure the correct supplier/customer is selected because field visibility settings are specific to each supplier/customer.
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Select while verifying a document.
Visibility icons appear to the left of each field:
- - You cannot hide the field because it is not complete and not empty, or the validation settings do not allow an empty value.
- - The field will be visible the next time you verify a document from the current supplier/customer.
- - The field will be hidden the next time you verify a document from the current supplier/customer.
- Select the icon of the field you want to hide.
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Select OK in the dialog to confirm that you want to hide the field.
The next time you verify a document from the current supplier/customer, the field will be hidden and empty. You can temporarily view hidden fields at any time by selecting at the top of the field list. To display a hidden field again, follow the instructions below.