Configuring the Transaction Type to Include the Status Field in the UI
This topic explains how to display or hide the Status field on a standard entry form of a custom transaction type. For an overview of displaying or hiding the Status field, see Displaying or Hiding the Status Field for a Custom Transaction Type.
To show the Status field, you need to configure it for the transaction type. This configuration makes the field viewable on the standard entry form for the type.
To configure the transaction type to include the Status field in the UI:
-
Go to Customization > Lists, Records, & Fields > Transaction Types, and click the name of the appropriate transaction type.
-
Click the Statuses subtab.
-
If you want the Status field to be displayed on the transaction, check the Show Status Field box. If you want to hide the Status field, clear the box.
-
Click Save.