Make Custom Record Types Appear As Available Source Lists When Creating Custom Transaction Fields

When creating custom transaction fields, only records associated with the current field type can be used as Source List. For example, custom record types can only be used as a Source List of custom transaction fields if there is a parent-child relationship between transactions and that record type, wherein the custom record type is the parent.

To establish this relationship, a custom record field of List/Record type must be created. The steps below can be used as a guide:

1. Navigate to Customization > Lists, Records, & Fields > Record Types > New.
2. Provide a Name.
3. Click Save.

Note that if you create a custom transaction body field and click the Sourcing & Filtering tab, the custom record type is not yet available as a Source List.

4. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
5. Provide a Label.
6. Set the Type to List/Record.
7. On the List/Record field, select the custom record type.
8. Mark the Store Value and Record is Parent checkboxes.
9. Click Save.

To test:
10. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields or Transaction Line Fields > New.
11. Click the Sourcing & Filtering tab. Notice that the custom record type is now available as a Source List.