Chris Raitzyk
07/01/2025, 8:58 PMCeligo AI
07/01/2025, 8:58 PMAI generated answer (using internal Slack threads):To get a custom transaction line field to appear in the line system notes, you need to ensure that the field is set to be visible on the transaction form. Here are the steps: 1. Navigate to the custom field record. 2. In the 'Applies To' tab, ensure that the 'Transaction Line' option is selected. 3. In the 'Display' subtab, ensure that the 'Show in List' option is checked. 4. In the 'Forms' subtab, add the transaction form where you want the field to be visible. However, it's important to note that not all fields are available to be shown in the line system notes. If the field is not showing up, it might be due to the field type or the specific settings of the field. If you're not seeing the custom transaction line fields in the form editing screen, it might be because they're not set to display on that form. You can check this by going to the custom field record and checking the 'Forms' subtab. If the form isn't listed there, you can add it. Remember, the visibility of custom fields can also be controlled by role permissions, so you might need to adjust these settings as well. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
07/01/2025, 8:58 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853836298
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849295735
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847458482
Celigo AI
07/01/2025, 8:58 PM