Manage Visibility
On the Manage Visibility page, you can configure which forms your custom fields appear on and define whether visible fields are required, optional or read-only.
When you create a new custom field, by default, it is set to Optional and appears on all forms. A field set to Optional is visible on the form and the user can add data to or interact with the field, but the field is not required, and the form can be saved without entering data or interacting with the field.
Depending on which SAP Concur products you are using, by default, custom fields will appear on the following forms:
Expense:
- Expense Information page in Profile Settings
- Expense claim header
- Expense claim line item
- Expense claim allocation
Invoice:
- Invoice Information page in Profile Settings
- Invoice header
- Invoice line item
Request:
- Request Information page in Profile Settings
- Request header
- Request allocation
Visibility Settings
On the Manage Visibility page, you can set a custom field's visibility and behaviour on each available form to one of the following:
- Optional: The field is visible on the form and the user can populate it, but it is not required and the form can be saved whether or not the user populates the field.
- Required: The field is visible on the form and the form cannot be saved if the field is not populated. Required fields display with a red bar on the left side of the field.
- Read-only: The field is visible on the form, but users cannot change the contents or state of the field.
- Hidden from employees: The field does not appear on the form.
Help Me Decide
The Manage Visibility page includes a Help Me Decide feature. This feature helps you set the visibility levels for your custom fields.
To use the Help Me Decide feature:
- On the Custom Fields page, click Switch to Advanced View.
- In Advanced View, click on Manage Visibility.
- On the Manage Visibility page, select the custom field you want assistance with in the Select a Custom Field list.
- Click Help Me Decide. The Guide Me – Setting Up Field Visibility page appears.
- Answer the questions and then click Set Visibility. A confirmation message appears.
- Click OK.
