Skip to Content
0

C4C Issue adding individual customer extended field to form template

Oct 19, 2016 at 10:39 AM

166

avatar image
Former Member

Hi All,

Has anyone experience issue of adding extended field for individual customer in the individual account form template? The extended field for individual customer appear in account form template instead of individual account form template. System points individual customer summary to individual account summary form. How can I add the extended field in the individual account summary form?

I have created some extended fields such as one 'Identification Number' under individual customer view.

Now that I need these extended field appear in individual account summary form. Under further usage, I noticed System only allow to add extension field to account summary as shown in the screenshot.

I have downloaded individual account summary form template via adobe livecycle and the extended fields could not be found in data connection view.

However, all these extended fields appear in account summary form instead (as shown in below image) Now that I go to Individual Customer View and click on 'summary' button. The system is pointing to individual account summary form.

How can I make the extended fields appear in individual account summary form template instead of account summary form?

Regards,

Grace Chuah

10 |10000 characters needed characters left characters exceeded
* Please Login or Register to Answer, Follow or Comment.

1 Answer

Best Answer
Khayan Padilha
Jan 05 at 06:39 PM
0

Hi Grace,

I hope you are doing fine.

It seems that your steps are correct, but in “Further Usage of Extension Field” you need to search for the “individual account summary” form template and repeat the actions to do the field available there.

In case any other question, let us know.

Best Regards,

Khayan Padilha

Share
10 |10000 characters needed characters left characters exceeded