Creating a Custom Field and Adding it to a Custom Transaction Type
If appropriate, you can create new custom fields and automatically add them to your custom transaction type. However, be aware of the following:
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When you create a custom field, it becomes available for all transaction types, including all standard and custom types. It is not exclusive to the custom transaction type that you are working with. However, custom fields created for custom transactions are hidden on standard transaction forms even if they are available for scripts and searches.
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When you add a custom field to your transaction type, you add it to all forms that exist for the type, including the standard form and any custom forms that exist. However, if appropriate, you can customize the field on your custom forms. For example, you can change the field’s label, make it read-only, or hide it. For help working with custom forms, see Configuring Custom Forms for a Custom Transaction Type.
If your transaction type has been locked to editing and you want to add custom fields to it, see Adding an Existing Custom Field to a Custom Transaction Type.
You create and maintain custom fields by using the transaction type’s Custom Fields subtab. This subtab appears only when you are editing an existing transaction type. The subtab is not available when you are creating a new transaction type.
For more information, see Creating Custom Transaction Body Fields and Creating Custom Transaction Line Fields.
To create a custom field and add it to your custom transaction type:
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Go to Customization > Lists, Records, & Fields > Transaction Types, and click the name of the appropriate transaction type. The Custom Fields subtab should be displayed by default.
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Do one of the following:
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To add to the body of transaction records, click New Body Field, or
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To add to the line items of transaction records, click New Column Field.
The system displays a page that lets you create the new field. On the Applies To subtab, the custom transaction type is already selected. If you want to apply your new field to additional transaction types, you can select the types on this subtab.
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Configure the field as appropriate. For more details on configuring a custom field, see Creating a Custom Field.
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Click Save.
The system saves your custom field and adds it to your transaction type.