How to hide existing fields in Mercury

How to configure an existing field in Mercury to make it hidden.

What 

This article will explain how to hide existing fields in Mercury. 

NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.

 

Where 

Home > Config > Configuration 
 

How 

In this example we will use field called Title which appears in a Contact record. We will walk through the steps to demonstrate how to hide this field. 

1. We must first obtain the Logical Name of the field whose properties we wish to change.

2. To do this, please refer to KA-01542 which is a knowledge article containing a set of Mercury schema details.

3. Use the selector at the top of KA-01542 to jump to the Contact schema, which is ordered by Display Name, and then scroll or use Ctr+F to find the Display Name of Title.

4. You will subsequently find that the Logical Name of Title is recruit_title. 

5. We can now go back to the Mercury homepage and locate the Support menu in the bottom left pane, and navigate to the Configuration tab: 





6. Locate the hidden configuration entry as seen below:




7. Click on the hidden Configuration entry. Add the Logical Name that you identified above for the Title field into the Value - String field as shown below:




8. To enter more fields that you wish to hide, you will need to input a comma between each entity name - e.g. recruit_title,recruit_fullname.

9. Click Save and Close. 

IMPORTANT NOTE: Users will need to clear their web browser cache for the changes to take effect.


10. When navigating to a Contact record, the Title field will now be hidden - see below:



 

Additional information

The above actions can be completed by clicking on the correct configuration. Below is a list of configurations that System Administrators are able to change in order to make specific fields hidden. Please remember that you will always need to obtain the Logical Name for the field that you wish to hide:

  • HIDDEN_FIELDS.MERCURY_FEE - to hide fields on a Fee entity.

  • HIDDEN_FIELDS.CRIMSON_CANDIDATE - to hide fields on a Candidate record.

  • HIDDEN_FIELDS.ACCOUNT - to hide fields on a Client record.

  • HIDDEN FIELDS.FINANCIALTRANSACTION - to hide fields on a Financial transaction record

  • HIDDEN_FIELDS.CRIMSON_PLACEMENT - to hide fields on a Placement record.

  • HIDDEN_FIELDS.CRIMSON_VACANCY - to hide fields on a Vacancy record.



Authored by Shaan Rafaq - Application Support Analyst @ Mercury

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