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Customer Service forum

Addition of customer field

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We have an requirement to add a custom field in Vendor Master. For example I want to add a new field called "ISO Certification" , this is a Boolean field (Yes/No) Option ". If vendor selects Yes the should be able to upload "ISO Certificates" .
So, my question is How many such fields we can add so that it reflects in the Vendor Creation Form/Window. Also, can we add an upload field to upload the PDF documents while registering a vendor. 
Thank you for your help.

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  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    How many such fields we can add so that it reflects in the Vendor Creation Form/Window

    - if you mean how many field can be created in an entity . Refer below discussion

    community.dynamics.com/.../124122

    can we add an upload field to upload the PDF documents while registering a vendor.

    - No, you cant, the best way to do it is via note. (create a workflow or plugin to restrict user to upload the file if condition is not met).

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