on 11-04-2020 10:39 AM
Does anyone know how the extension field works with Import Financial Plan Data App, scope 1HB?
In the below document it says we need to enable the custom field for "Import Financial Plan Data" App. We did this, but the field is still not available in the downloaded templates. My understanding is we cannot create our own template, we should use the standard ones from the download template option in 1HB.
Next item would be if it actually loaded to the custom field, would we be able to report on it or would we then need new CDS views and reports?
Financial Planning > How to upload extension fields!
Dear Houle,
the templates you can download are static and contain standard fields, if you add a custom field and enable the same, you have to add the extension fields to the template as described in the following link or refer to the attached screen shot
With the custom field enabled for "Import Financial Plan Data" app and the extended template, you are able to upload data into ACDOCP
If you would like to report the custom field, you need to enable the custom field for dedicated reports.
Therefor you need to access the app "Custom Fields and Logic" and select the custom field you created.
Go to the tab "UIs and Reports" and choose the report you want to use to report the data and click on "Enable Usage" and "Publish" afterwards. Then your custom field should be visible in the chosen report.
Best regards
Susanne
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Ok We were reading this like 7 times and not understanding to Manually add the custom fields into the downloaded template. We will test this out.
After enabling "Import Financial Plan Data" for the Custom Field we were thinking the downloaded template would now contain the custom field.
Thanks for the tips on the reporting.
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