how do i get a custom segment to show on a vendor ...
# ask-stanley-ai
b
how do i get a custom segment to show on a vendor return authorization field at the line level
c
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AI generated answer (using internal Slack threads):
To get a custom segment to show on a vendor return authorization field at the line level, you need to set up the custom segment as a transaction column field. Here are the steps: 1. Navigate to your custom segment under
Customization -> List, Records, & Fields -> Custom Segments
. 2. Click
Edit
next to the custom segment you want to show on the vendor return authorization field. 3. In the
Applies To
section, check the
Transaction Column
box. This will make the custom segment available at the line level on transactions. 4. Save your changes. Once you've done this, the custom segment should be available at the line level on your vendor return authorization field. You can then customize your form to include this field if it's not already showing up. Remember, the custom segment value 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. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820922911
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.807129
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.805236876
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b
i should be more specific, it's on the expense subtab which you can't customize on that form anyways