Saturday, April 27, 2019

Use two different expense report forms in Employee Center role.

A.Create the custom field checkbox
1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Provide the Label (e.g.) Expense Checkbox.
3. Set Type to Checkbox and Store Value is True.
4. Select Expense Report under Applies To tab.
5. Set Subtab to Main under Display.
6. Click Save.

B. Create custom employee center role.
1. Navigate to Setup > Users/Roles > Manage Roles.
2. Customize Employee Center role.
3. Provide the Name (e.g.) Employee TEST> then Save.

B.Create two expense report forms:
1. Navigate to Customization > Lists, Records, & FieldsTransaction Forms:
2. Click Customize the Standard Expense Report Form.
a.) Provide the Name (e.g.) 1 Expense Report{ID=123}.
b.) On Screen Fields > Main, Approval Not Required (Expense Checkbox) Default Checked= is not checked/False.
*Form is Preferred=False.
*On Roles tab > enable the Preferred for Employee Center role.

B-1) Provide the Name (e.g.) 2 Expense Report{ID=456}.
a.) Screen Fields > Main, Approval Not Required (Expense Checkbox) Default Checked=is checked/True
*Form is Preferred=False.
*On Roles tab > all Preferred checkbox for any roles are False.

C. Create custom center links
1. Navigate to Customization > Centers and Tabs Center Links.
2. Provide the Label (e.g.) Petty Cash.
3. Paste the form URL of expense report id {456}.
4. Click Save.

D. Create custom center categories.
1. Navigate to Customization > Centers and TabsCenter Categories > New.
2. Select Employee Center as Center Type.
3. Select Home as Section.
4. Provide the Category Name (e.g.) Petty Cash.
5. On Values > select the Link created on step#C and provide the Label.
6. Click Save.

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