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Hide or show existing fields on a listing

Remove or show a specific field in a listing.

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Written by Harry Ledger
Updated over a month ago

There are two ways to show or hide a field in a field list:

  • Via the SelectHR website – changes apply only to your current session and are temporary

  • Via the Admin Tool – changes apply at system level and remain in place until edited again

Hide or show fields (just for yourself)

Use this method if you want to quickly adjust a list view while working, without affecting what others see.

  1. Log in to SelectHR using the appropriate menu set.

  2. Navigate to the listing where you want to hide or show fields.

  3. Right-click the column header of a field.

  4. To show a field: hover over Show and select the field you want to add.

  5. To hide a field: click Hide to remove the selected column.


Permanently hide or show fields (Admin Tool)

Use this method to apply changes that will affect all users of a specific menu set. This requires a structured approach to preserve the original configuration and ensure the changes are applied only where needed.

Identify where the field list is used

  1. Open the Admin Tool, then click Menus.

  2. Double-click the menu set where the process exists.

  3. On the left, navigate to the menu path (use the breadcrumbs on the website as a guide).

  4. In the middle panel, double-click the process.

  5. In the window that opens, click the list you want to edit on the left.

  6. On the right, expand the Usage tab to see where the field list is used.

Breadcrumbs appear at the top of the listing in SelectHR, e.g. Employees / Employees / Details.

Create a copy of the field list

  1. In Forms & Field Lists, click Field Lists.

  2. Select the relevant field list.

  3. Click Create a copy of the selected field list.

  4. Click the new copy.

  5. On the right, click Edit the selected field list.

  6. Add a description to identify it.

  7. Click Apply, then OK.

The name of the field list is automatically generated and cannot be edited.

Hide or unhide fields

  1. Within the copied field list, select the fields you want to hide.

  2. Click Hide in the right-hand panel.

  3. Once complete, click OK on all open windows.

Create a copy of the process (if needed)

  1. In Menus & Processes, click Processes.

  2. Find the process you're working on.

  3. Select it and click Create a copy of the selected process.

  4. Rename the copy.

  5. In the Process Properties window, click YES next to Enabled so it changes to NO.

  6. Make any further changes needed.

Assign the copied field list to the copied process

  1. In the process properties window, select the relevant list (e.g. People (List)).

  2. In the User Interface tab on the right, click Change.

  3. Select your copied field list and click OK.

  4. Click OK to confirm and close all windows.

Assign the copied process to the menu set

  1. Go to Menus & Processes > Menus.

  2. Double-click the menu set.

  3. Navigate to the correct menu section.

  4. Click Add Item.

  5. Select Existing Process.

  6. Find and select the copied process.

  7. Click OK.

You may need to adjust filters to see the copied process in the list.


Disable or restrict the original process

To avoid confusion, disable the original process that used the old field list:

  1. In the same menu section, right-click the original process.

  2. Select Disable.

  3. (Optional) To control visibility instead, right-click the item and choose Visibility to write an expression.

Writing visibility expressions is outside the scope of support. If you need help, your Account Manager can arrange training or consultancy.

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