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Field Configuration is the admin page at /settings/field-config where administrators define how fields render for each supported entity type (ENTITY_TYPES) across five view contexts: create_form, edit_form, detail_view, list_view, and wizard.

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Overview

The page is organized around an entity selector and a view-context tab set. Once an entity and context are chosen, the field configuration table shows all configured fields and their display properties. Standard fields are distinguished from custom fields. Administrators can add individual configs, edit existing ones, or use the “Initialize Defaults” action to create a baseline set from getDefaultFieldConfigs. The Layout Builder for a specific entity type is a separate route: /settings/field-config/:entityType/layout (see Layout Builder).

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Who it’s for

No explicit permission gate on this route (the route is defined as <Route path="/settings/field-config" element={<EntityFieldConfigPage />} />). Access is implicitly gated by the settings section. SME should confirm intended access.

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Before you start

  • Identify the entity type and view context you need to configure.
  • Custom fields must be created first (see custom fields documentation) before they can be added to a field config.

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Steps

  1. Navigate to Settings → Field Config (/settings/field-config).
  2. Select an entity type from the dropdown.
  3. Choose a view context tab (Create Form, Edit Form, Detail View, List View, or Wizard).
  4. Review the existing field configurations in the table.
  5. To add a configuration, click Add and complete the form.
  6. To initialize all defaults for the current entity and context, use the Initialize Defaults action. Confirm before proceeding.
  7. To open the full drag-and-drop layout builder, click the layout icon to navigate to /settings/field-config/:entityType/layout.

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Key concepts

View context — one of create_form, edit_form, detail_view, list_view, or wizard. Field configurations are scoped to a specific context so the same field can appear differently across contexts. Standard fields — platform-defined fields from STANDARD_FIELDS. These have fixed keys and types. Custom fields — org-defined fields retrieved via useCustomFieldDefinitions. They must exist before being added to a field config.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/field-config/pages/EntityFieldConfigPage.tsx
  • src/platform/field-config/hooks/useEntityFieldConfigs.ts