Recommended custom fields
Discover how to mark a custom field as recommended in WorldShare Acquisitions.
A custom field can be marked as recommended to help ensure that it is filled in before placing orders or changing the status of an invoice. Recommended custom fields will be indicated by an exclamation mark symbol when editing order items.
Additionally, a warning message will display if a user tries to place an order or pay an invoice with missing or incomplete recommended fields. Recommended fields can be set at any time, but can also be marked when you create a custom field.
Mark an existing custom field as recommended
- Navigate to Settings > Custom Fields.
- Click the Field Name for the custom field you want to update.
- For Recommended Field, select the Yes radio button.
- 按一下 儲存 。
- (Optional) Repeat for any other custom fields you would like to make recommended.
Search for items with missing recommended custom fields
When searching order items or invoice items, you can filter to display items with missing recommended custom fields.
- On the left navigation, click Orders > Order Items.
Or
On the left navigation, click Invoices > Invoice Items. - Click Filters (at the top right of the screen).
- Click Missing Recommended Custom Fields > Yes.
- Click Search. A list of all items with missing recommended custom fields appears.