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Customer experience | Sales, Customer Insights,...
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How do you add custom fields to a business process flow?

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Posted on by 221

Hello - I'm trying to add a custom field to a business process flow and I just can't figure out where I need to create the new field in order to add it to the BPF. 

When I go to edit the BPF I can see the drop down list of Data Fields in the Data Step, but I just don't understand where it's pulling that list from. 

The BPF I'm editing is called "Lead Full Process" and is a custom BPF created for the Lead Entity. I tried adding the new field to the Lead Entity but this didn't then show up as an option in the BPF. I assume you also don't add it to the Lead Full Process Entity (as in the one that is directly related to the BPF) because none of the other fields which are in the BPF show up there. I'm stumped!

Any help would be greatly appreciated. 

I have the same question (0)
  • Verified answer
    Anthony Dong Profile Picture
    on at

    Hi,

    Fields in Data Filed are from Entity's fields list, the custom field will also be displayed here

    pastedimage1583298546576v1.png

    pastedimage1583298585793v2.png

    Do you publish your customization after you added the new field ?

    Have you ever tried to add the custom field in Lead form , then see if you can see it ? 

  • thecharwest Profile Picture
    221 on at

    Hello,

    I just published the solution and that seemed to do the trick!

    Thank you for your help.

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