RE: Need to source main fields to custom record

I need to create a custom record and add standard fields such as Customer Name, Item, cost, Bill To/Ship To, etc. to the form that goes with it, but none of these fields are available to select.   I don’t have to create new fields for each of these do I?

UCN Beginner Asked on January 27, 2020 in Administration.
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3 Answers

You will need to create a custom field, however in the main section the field type will be “List/Record” and then you will be able to source the native fields and lists.

Thanks

Intermediate Answered on January 27, 2020.
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