Tuesday, October 16, 2018

Title Field is not Available for Sourcing when Creating Custom Transaction Body Fields

1. Navigate to Customization > Lists, Records, & Fields Transaction body fields > New
2. Click on Sourcing and Filtering Tab > Set the Source List to Created from
3. Check if the Title field is available in the Source from field


Actual Result: The Title field is not available.

Expected Result: The Title field is available.

For the Title field to be available the function to create Opportunities should be enabled.

1. Navigate to Setup > Company > Enable Features > CRM tab > enable Opportunities.

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