Friday, October 19, 2018

Create a Custom Record Field List that Source All Custom Transaction Body Fields

To create a Custom Record field that will source all custom transaction body fields, follow the steps below.

1. Navigate to Customization > Lists, Records, & Fields > Record Types > New.
2. Enter a Name in the Use Name field
3. Click Save.
4. Under the Fields tab, click New Field.
5. Enter a Label.
6. Set Type to List/Record.
7. Set List/Record to Field
8. Check Store Value.
9. Click the Sourcing & Filtering tab

  • Set Filter Using = Script ID
  • Compare Type = contains
  • Compare Value = custbody%

10. Click Save.

Note: This works provided that there is an existing custom transaction body field and the custom field ID starts with custbody.  

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