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Hide Static Party Fields on Portal

You can control the information collected about people on your organization's external and internal portals in your application's settings. This means you can: 

  • Ensure investigators only receive information relevant to their work.
  • Hide personally identifiable information (PII) from reporters.
  • Use the party form to capture companies or organizations, rather than specific people.

You can remove or hide any fields your organization has added to the party form using the Form Builder, see Edit a Standard Record Type for full instructions. However, you can hide Case IQ's standard, out-of-the-box fields, called "static fields", from the application's Options page.

To hide static party fields for reporters:

1. Navigate to Settings > System > System > Options.

Options page in Settings.

2. Narrow down the options displayed in the grid by clicking the Search button and typing “party form”. If your organization has an internal portal in addition to an external portal, you will see separate options for each portals. 

  • To hide fields on the external portal: find the "partyFormStaticFieldsHideAfterSubmission" and "partyFormStaticFieldsHideOnIntake" options in the grid. 
  • To hide fields on the internal portal: find the "internalpartyFormStaticFieldsHideAfterSubmission" and "internalpartyFormStaticFieldsHideOnIntake" options in the grid.

Search button on the Options page.

4. Click the dropdown in the Value column for these options. Then, select the static party fields you want to hide after submission or on intake.

Portal Key Description
External portal partyFormStaticFieldsHideAfterSubmission
Hide static party fields after the external reporter submits the case, so external reporters can fill in these fields when creating a case but cannot see them if they log in to view the case.
partyFormStaticFieldsHideOnIntake
Hide static party fields on the external portal when creating a case, so external reporters will not be able to see or fill in these fields when adding a case.
Internal portal internalpartyFormStaticFieldsHideAfterSubmission
Hide static party fields after the internal reporter submits the case, so internal reporters can fill in these fields when creating a case but cannot see them if they log in to view the case.
internalpartyFormStaticFieldsHideOnIntake
Hide static party fields on the internal portal when creating a case, so internal reporters will not be able to see or fill in these fields when adding a case.

Selecting a field in the partyFormStaticFieldsHideAfterSubmission option.

5. Click the Save button. 

Save button on the Options page.

6. Click "Yes, Hide" in the "Hide fields after submission" and "Hide fields on intake" pop-ups.

7. Click "Confirm" on the "Change configuration options" pop-up. Your changes will take effect within 15 minutes.