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.
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4. Click Add.
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5. Click the grid action menu button in the Line section at the bottom of the requisition.
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6. Select Personalize.
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7. Scroll down and click Copy Settings.
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8. Click on the Lookup icon.
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9. Click on FL_REQ_ENTRY.
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You may see several settings listed. Click on FL_REQ_ENTRY.
10. Click OK.
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11. Scroll down and click OK.
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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.
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13.1. Click Add.
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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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