Removing Unused Fields From Your View

This article covers how to apply personalization settings to remove fields and tabs that are not used at CSUF from your view when creating a purchase requisition.

2. Click on the CFS End User navigation tile.

If you have added Add/Update Requisitions as a navigation tile to your personal CFS homepage, you can just click on the tile on your homepage. You can view instructions on adding a navigation tile for more information.

CFS homepage

3. Select Requisition & Purchase Order and then click Add/Update Requisitions.

CFS End User Menu

4. Click Add.

Add a new value

5. Click the grid action menu button in the Line section at the bottom of the requisition.

Line personalizations link

6. Select Personalize.

grid action menu options

7. Scroll down and click Copy Settings.

Grid customization screen

8. Click on the Lookup icon.

Copy settings screen

9. Click on FL_REQ_ENTRY.

Settings lookup screen

You may see several settings listed. Click on FL_REQ_ENTRY.

10. Click OK.

Copy settings screen

11. Scroll down and click OK.

Grid customization screen

12. You're done! The fields that are not used at CSUF are hidden.

Maintain requisitions screen

The fields and tabs that are not used at CSUF are hidden. You can continue with creating a requisition or log out of the system. Your settings will be saved.

13. Didn't work? You may have to navigate away for the new settings to show up. Click Add/Update Requisitions on the left menu.

maintain requisitions page with left menu open

13.1. Click Add.

Add a new value

13.2. The updated Maintain Requisitions page should now appear.

Need More Help?

Technical issue with CFS? Contact the IT Help Desk at [email protected] or 657-278-7777.

Questions about how to do something in CFS? Contact IT Training at [email protected] or 657-278-5647.

Questions about procurement policies or status of a requisition/purchase order? Contact Procurement at [email protected].


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