Wednesday, May 8, 2019

Custom Field That Lists All Items Available to Advanced Partners

1. Navigate to Customization> Lists, Records, & Fields > Transaction Body Fields/ Entity Fields> New

2. Enter a Label 

3. Type= List/Record

4. List/Record= Item 

5. Store Value checkbox is checked

6. Under Applies To subtab> check the Record Type this field will be applied 

7. Under Display subtab> Subtab field= Main

8. Under Sourcing & Filtering subtab> Filter Using Column= Available to Adv. Partners and Is Checked column= T 

9. Click Save.

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