how to add new custom segment that is a transaction line item to project profitabiliy as a field that i can add to custom profiability form? i do not currently see it

AI generated answer (using internal Slack threads):

To add a new custom segment that is a transaction line item to project profitability as a field that you can add to a custom profitability form, you can follow these steps: 1. Navigate to

Customization > List, Records, & Fields > Custom Segments > New

. 2. In the

Label

field, enter the name of the custom segment. 3. In the

Store Value

field, select

Yes

. 4. In the

Applies To

field, select

Transaction Line

. 5. In the

Record is Parent

field, select

No

. 6. In the

List/Record

field, select the record type that you want to associate with the custom segment. 7. Click

Save

. After creating the custom segment, you can add it to your custom form: 1. Navigate to

Customization > Forms > Transaction Forms

. 2. Click

Edit

next to the custom form that you want to modify. 3. In the

Screen Fields

subtab, find the custom segment in the list of fields. 4. In the

Display

column, check the box next to the custom segment. 5. Click

Save

. Please note that the custom segment should flow onto following transactions as long as it is applied and displayed properly. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******