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.
1. Log in to CFS.
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.
3. Select Requisition & Purchase Order and then click Add/Update Requisitions.
![CFS End User Menu](https://media.screensteps.com/image_assets/assets/004/092/472/original/d110a46b-8a8b-4ddc-8cad-ef22c747cbfa.png)
4. Click Add.
![Add a new value](https://media.screensteps.com/image_assets/assets/004/092/474/original/f69c2ea6-1c02-4b8f-94bb-26a715f64f04.png)
5. Click the grid action menu button in the Line section at the bottom of the requisition.
![Line personalizations link](https://media.screensteps.com/image_assets/assets/004/092/476/original/99ed0d74-5e5f-4e8d-8768-3b0301cc813d.png)
6. Select Personalize.
![grid action menu options](https://media.screensteps.com/image_assets/assets/004/092/478/original/a8a9a0b4-cdd0-4faf-8ca6-360d4573d520.png)
7. Scroll down and click Copy Settings.
![Grid customization screen](https://media.screensteps.com/image_assets/assets/004/092/480/original/53425496-367c-43ff-81c7-9d2b6a0b65ea.png)
8. Click on the Lookup icon.
![Copy settings screen](https://media.screensteps.com/image_assets/assets/004/092/482/original/7083a437-e6e6-48e4-989a-e02e27822131.png)
9. Click on FL_REQ_ENTRY.
![Settings lookup screen](https://media.screensteps.com/image_assets/assets/004/092/484/original/e2f028f4-bd28-4eed-8435-9c81bfcc7d36.png)
You may see several settings listed. Click on FL_REQ_ENTRY.
10. Click OK.
![Copy settings screen](https://media.screensteps.com/image_assets/assets/004/092/486/original/ca41a37b-ecc5-483a-a175-380cdd2bd7fe.png)
11. Scroll down and click OK.
![Grid customization screen](https://media.screensteps.com/image_assets/assets/004/092/488/original/bb43e902-5664-4621-8b0e-747d6e3f9eff.png)
12. You're done! The fields that are not used at CSUF are hidden.
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](https://media.screensteps.com/image_assets/assets/004/092/492/original/5408ae1a-b3d4-4c8e-8ea8-51b112fd517d.png)
13.1. Click Add.
![Add a new value](https://media.screensteps.com/image_assets/assets/004/092/494/original/92ff4e03-5781-4986-b8bd-b5f69ecc065a.png)
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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