Batch Entry - Custom Fields

Adding custom fields to the batch entry feature is available from version 9.9 and onwards.

1. Create Custom Fields

1.2. Select the 'Fields &  Relationships' and select 'New'

1.3. Specify the type of field you would like and select 'Next'

1.4. Enter details for your field and select 'Next'

The fields showing a red bar are compulsory.

1.5. Set field security for your new field

1.6. Add to page layouts and 'Save'

2. Add Custom Fields to the Batch Entry View

2.2. Select 'Field Sets' and click into your custom field

2.3. Drop and drag your custom field into the web form layout

2.4. Select 'Save'