If the Field is not visible on the Record once you open it, there could be a number of reasons causing this. Please review the possible causes below:

Has the Field been created and applied to the correct Record Type? Unlikely as it may be, it is not impossible for human error to create and apply the field to the wrong record type. To check this please go to Start > Configuration > Customization > Record Type > [Select the record you wish to edit] > Scroll down the list or apply a filter to search for the field you require. If you have Auditing enabled for your Database you can also search for the field this way by going to Start > Auditing > Apply any of the following filters to help the search:

• Action: Create
• Record Type: Custom Field
• Category: Configuration
• Descriptor: The name of the field - The record type it is on

 

Has the Field been added to the correct Form Layout and is the User viewing the Record in the correct Form Layout? To determine the Form Layout you are currently viewing, you can hover the mouse over the i button at the top right of the record. This should then show some information about the record and the view you are currently using. Also in some cases, there may be multiple views available. This will be evident if you have the 'Views' picklist at the top right of the record.

If the field is not visible on the Form Layout you require, you can fix this by going to the following: Start > Configuration > Customization > Record Type > [Select the record you wish to edit] > Form Layouts > [Select the layout you wish to edit] > Search for the Field and apply.

 

Has the Form Layout been shared with the correct User/Group? To check this go to the following: Start > Configuration > Customization > Record Type > [Select the record you wish to edit] > Form Layouts > [Select the layout you wish to edit] > Click the padlock sharing button at the top right > Here you will be able to see which Users and Groups have access to the Layout. You can remove access permissions by unticking the checkboxes or deleting the row by selecting the x to the right of the row. You can add access by selecting '+Add Rule' button > Selecting / Typing a User or Group in the dropdown and ticking the checkboxes that they require.

 

Has the Field been enabled by ticking the 'Show' tick box? To check this go to the following: Start > Configuration > Customization > Record Type > [Select the record you wish to edit] > Form Layouts > [Select the layout you wish to edit] > Fields > Find the Field you are looking for > Is the 'Show' checkbox ticked or unticked. You can amend this and select Save & Close.

 

If you have checked the above and none of these apply, please contact Workbooks support for further investigation.