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Custom field in visits tab in account

Dear Expert,
I have created a field using KUT in Visit (Business context:Selection Group Anchor Header) and i am trying to add the same field in visits tab in account(highlighted in the screenshot).Only the standard fields are showing over there not the custom field.
Is this the standard behaviour for visit?

Note: I have tried the similar approach in opportunity and i am able to add the filed in opportunity tab in account.

Regards,
Bharathraj

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2 Answers

  • Best Answer
    Mar 29 at 03:09 PM

    Hi Bharathraj,

    If I got your point, you can add your custom fileds in in "Visit Information" Section, but you can not add it in Visit table that is in your view.

    The issue is that, you added your custom fileds in the section of Visit Information, so It will be visible just in this part,

    Could you please upload screenshot of the place you add your custom fields, so I can tell you where you exactly add it and where you should add it

    Regards
    Sin

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  • Mar 29 at 09:27 AM

    Hi Bharathraj,

    You have created the fields in Visit BO, in order to see them in the Account tab of visit, you should add them also in the account. you can do it by Extension Scenario.

    When you create a custom fields,there is a tab that name is Extension Scenario, with Extension scenario you can add them in different BOs.

    Regards
    Sin

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    • I have just checked from PDI,

      Actually in PDI there is no possibility to add custom fields in the table that you are mentioned, as you said in Opportunity is possible, but in Visit no.

      Maybe there is a limitation for adding custom fields in this section

      But could you please attache a screenshot from the filed that you have added to Visit BO?

      Thanks
      Sin