Within Method:CRM's stock screens, a lot of information is displayed, and it is a common request to remove information not applicable from the screen.
For example, in the below estimate screenshot, the P.O. Number is not filled in. If your company has no need for this information, you may decide to remove it from the estimate.
You could delete these fields from the screen, but there is a small problem: that field could be integral to an action.
If the field is being used within an action, you will not be able to delete the field. You would need to go to the action which references the field, and alter the action.
However, instead of deleting, you can hide it instead. You can hide fields, objects, and whole sections.
When you hide a control, actions will still be able to reference it, but it will not show up on the screen.
Hiding a control
1. Customize the screen with the control you wish to hide.
2. Select the control. This will display its properties on the right. Remember, you can also select whole sections and make them hidden as well.
3. Change the control's load state to Hidden.
4. Repeat as necessary to other controls on the screen. If the controls are all in one section, consider hiding that whole section.
5. Save the screen.
The controls will no longer show up on the screen!
Group and Hide Multiple Controls
There may be times when you want to hide a lot of controls, or a control is made visible again via an action.
For example, the DueDateEnd field in the New Activity screen will become visible if a user selects a meeting activity type.
In these cases, it would be better to:
1. Create a brand new section .
2. Make this section Hidden in its Load State.
3. Drag all the controls you want invisible into this new section.
The section invisibility will override the visibility of the controls within it, so in this case, it will not matter if an action makes a control visible.
Furthermore, this is easier to do if you have a lot of controls and don't want to individually set each one to hidden.