Sunday, January 20, 2019

Create a Custom Transaction Body Field to Display Who Created the Transaction

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

2. Enter a Label.

3. Unmark the Store Value checkbox.

4. Set the Type to Free-Form Text.

5. Under the Applies To tab, select the transaction where the field will be applied.

6. Click Validation & Defaulting tab, mark Formula and enter {} in the Default Value field.

7. Click Save & Apply to Forms.

No comments:

Post a Comment