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Hide Name Field from the Customer Return Report

Hide Name Field from the Customer Return Report and eSign it in minutes

Aug 6th, 2022

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How to Hide Name Field from the Customer Return Report

4.8 out of 5

39 votes

hey everyone uh today were going to talk about a little known feature in salesforce cpq called custom scripts and how you can use that feature to conditionally uh hide or show fields in your price drawer inside the the quote line editor so theres going to be a little bit of code in this video but its relatively easy to understand and ill post the code snippet in the description or in the comments of this video so what were going to do is were going to hop over to this tab and we have a custom script here that ive called hide drawer fields because the fields that were going to be dealing with are inside the price drawer inside the quilt line editor and what ive done here is ive written in the code field a javascript function that is going to isolate the quote line object and a couple of fields on the quote line object and use an if statement to tell the quote line editor whether to show or hide it so uh the first block here is again focusing on the quote line object and the fi

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I remove a field from a report type?

Click the field on the layout, then press Backspace or Delete.

How do I hide a field in a report type in Salesforce?

Under the Field-Level Security section, click View next the object that contains the target field. Click Edit. Uncheck the Visible checkbox next the field youd like to hide. Click Save.

Can you hide a field in a report Salesforce?

All you have to do now is find the field youd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And youre all set, the field is now hidden from the page layout!

How do I hide details in Salesforce report?

From the run reports page, click Hide Details to hide individual records. Click Show Details to show all records. From the report builder, click Show | Details. A check mark beside the Details menu item means that details are displayed. Click Details to toggle between showing or hiding records.

How do I remove a field from page layout report type?

Setup Customize Leads Page Layout Edit removes the fields from the Detail page layout.

How do you remove a field from a report type in Salesforce?

Double-click the field on the layout, then choose a field name in the Specify Field dialog box. Click the field on the layout, then press Backspace or Delete.

How do I hide a field from a custom report type in Salesforce?

On the Reports tab, click New Report. Select Select Report Types to Hide. The green check mark next to a report means its visible to everyone. To hide the report type, click the check mark to change it to an X.

How do I edit a custom report type?

Once you create a Custom Report Type and save it, there is no way to go in and edit it. This means that if you do not originally choose the correct fields or related list fields, you have no way of updating the Custom Report Type to include them. Instead, you must delete the Report Type and start from scratch.

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