hey all - i’ve created a custom list + entity field, “order source”, that I’d like to place within the “primary information” section of our sales order form - alas, I don’t seem to be able to figure this out on my own - is it possible to nest a custom field within the primary information tab of a record?
k
Kristofer Nael Mayordomo
01/14/2021, 12:40 AM
Yep. In the customization of the form, go to fields, move elements between tabs, and move it to main, the n apply the primary information field group
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michoel
01/14/2021, 12:40 AM
An entity field would be on the customer though. You need a transaction body custom field
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corbs
01/14/2021, 12:51 AM
you the man Kristofer! Thank you kindly
corbs
01/14/2021, 12:52 AM
it’s true Michael - confused myself - been making a slew of new lists/records/fields today and losing track of it all!