Where fields show
Each field has four checkboxes that decide where the field appears.
| Checkbox | What it controls |
|---|---|
| Show in list | The browse page (the table view of all records) |
| Show in create form | The form to add a new record |
| Show in edit form | The form to edit an existing record |
| Show in detail | The single-record page (read-only view) |
By default all four are ticked. Tweak them to keep each screen tidy.
Recipes
A field that's auto-filled by the system
Example: Submitted at, Application number.
Don't show it on the create form (the user shouldn't pick it). Show it on the detail page and the list.
[ ] Show in create form
[ ] Show in edit form
[x] Show in list
[x] Show in detail
A field only the approver fills in
Example: Approval reason, Approved by.
Show it on the edit form (so the approver can fill it) and the detail page (so everyone can see the decision). Hide it from the create form (the applicant doesn't decide).
[ ] Show in create form
[x] Show in edit form
[x] Show in list ← optional, useful for approvers
[x] Show in detail
A long description that clutters the list
Example: Reason, Notes.
Show it on forms and detail but hide it from the list (lists with long text get hard to scan).
[x] Show in create form
[x] Show in edit form
[ ] Show in list
[x] Show in detail
An internal flag
Example: Reviewed by HR (yes/no).
Hide it from end users entirely — only HR sees it on a separate list / form configured with permission rules.
[ ] Show in create form
[ ] Show in edit form
[ ] Show in list
[ ] Show in detail
(Note: you probably also want Read-only on edit for fields users should never change after creation — see field-level read-only on the properties panel.)
Where to next
- Common mistakes — small mistakes that bite first.
- The Checklist tab in this drawer runs through key rules and highlights anything missing.