Hey All,
I am attempting to set up a field on Vendor Forms, Purchase agreements and Purchase orders to denote recurrent and non current purchases, this field needs to also be able to be found in workflow conditions.
For: example in the Purchase order workflow. The submitter can submit the PO , and it will be identified as either recurrent or non recurrent, it will then be sent to the correct approvers for either recurrent or non recurrent purchases.
Is there a way to achieve this without creating a custom field? or with that be the best way?
Leading onto how to create this field?
I have found the below , but I am unable to locate the Customization settings:
Customize the entity: Go to Settings > Customizations > Customize the System, and then navigate to the entity where you want to add the field (e.g. Purchase Order, Purchase Agreement, Vendor Form).
Add a new field: In the entity, click on Fields, then click on New to add a new field.
Define the field: Define the field by giving it a name (e.g. Recurrence Type), selecting a data type (e.g. Option Set), and then adding the options you want to use to define recurrent and non-recurrent payments (e.g. Recurrent, Non-Recurrent).
Thank you in advance
Wow, ChatGPT... The forum with their volunteers might be still better ;)
Hi Andre,
Thank you for the response. It was of great help, have been stuck with this for awhile.
I had gotten the steps for customizing the entity from a ChatGPT response.
Which after today , I realized has lead me to very wrong paths.
Thank you once again.
Hi Uresha,
Can you share the link where you found the information about Customizing the entity? Anyway, customizing entities will not provide additional fields on forms to be entered by users.
Have you considered using the Purchase pool field for the distinction between recurrent and non recurrent purchases instead of a new custom field?
If this workaround is not a viable solution for your scenario, then you can only achieve it with a customization.
André Arnaud de Cal...
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