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:
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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).
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Add a new field: In the entity, click on Fields, then click on New to add a new field.
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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
