Thursday, April 4, 2019

Show Customer Category on Item Fulfillment

1.    Navigate to Setup > Customization > Transaction Body Fields > New.

2.    Enter a Field Name (Example: Client Category).

3.    Set the Type = Free-Form Text.

4.    Unmark the Store Value checkbox.

5.    Mark Item Fulfillment under Applies To tab.

6.    Select Main in the Display tab > Subtab field.

7.    Set Default Value under Validation & Defaulting tab to {customermain.category}.

  • Formula checkbox marked

8.    Click Save.

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