Custom Fields - FAQ
A feature in Payment2Us is that some objects where if a custom field is created on those objects with the same APi name, then they will populate the value in one to the other. The names (labels) of the fields don't have to match, but the APi names need to match exactly.
The Payment Txn object supports copying like for like fields to:
- Campaign Member
- Recurring Payments*
* NOTE: only for custom fields added in your instance of Salesforce. Field that are part of Payments2Us package are selectively updated by code in the matching process.
If a Checkout Form is used with a URL Token, then like for like fields from the URL Token object are copied to:
- Payment Txn
For Recurring Payments, like for like fields are copied from the Contact object are copied to:
- Payment Txn
For example: A field with the API name Favourite__c on both the Payment Txn and Contact, any value in the Payment Txn field will update the same information onto the contact field.
Things to be aware of when using this feature:
- Payments2Us managed fields have the APi naming convention of AAkPay at the start of the field names eg: AAkPay__custom__c which is not included when the feature is identifying APi names. Eg: It will consider AAkPay__custom__c to be the same APi name as custom__c. Be aware when creating custom APi names as they can be unintentionally named the same as the managed fields. This can also cause errors to occur.
- Restricted Picklist values must match the values it is trying to update, otherwise Payment Txns will error.
- Like/Like fields don't have to be the same field type e.g.: text, picklist etc, but it is recommended that they are.
- The "Overview Contact Values" on the Merchant Facility needs to be set to YES in order for like to like fields to be applied.
- It is recommended the "Batch Processor" on the Merchant Facility be started.
When a picklist is created, the user is given the option to add the values to all or particular record types in a single step during the creation process. When values are added after the fact, values need to be added to the desired record types. They might be visible, but the will not be able to be selected unless they've been added as available to that record type.
1. Go to Setup>Object Manager, and select the object the field is part of.
2. On the left hand menu in the Object, select Record Types.
3. In the record type(s) find the field the new values have been added to. Click Edit next to the field name.
4. Move them to the selected column on the right.
Unfortunately, multi-picklists fields, dependant pick lists and look-up fields are not supported on the web forms.