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Nov 04, 2020 at 10:39 AM

Extension for Custom Field. Scope item 1HB.


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!


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