Hide Fields on Intake and Projects
Create sourcing projects and configure
Project Types
.You can hide fields on pipeline projects and intake forms, enabling you to simplify project views
and forms.
- Access and select the project type that you want to configure.
- Access theCustomize Layoutsection.
- Clear theProjectorIntakecheck box next to the field that you want to hide.You can hide all fields in a subsection by clearing theProjectorIntakecheck box next toDisplay all fields on.
Fields you exclude won't display on intake forms or projects.