Custom Fields via Field Sets
The Authorisation custom page supports custom fields through field sets, offering greater flexibility and customization for outbound (supplier/vendor) payments. Also, if you need to link each Authorisation to specific Account or Contact records, you can now add those lookup fields directly to the page.
Add custom fields
- In Salesforce, navigate to Setup > Object Manager.
- Locate and select the Unaric Payments Authorisation object.
- In the left-hand navigation menu, click Field Sets.
- Choose the field set used by the custom Authorisation page (the name may vary; consult your administrator if you're unsure).
- Drag your desired custom field from the palette onto the field set.
- Click Save to apply the changes. Your custom field will now be displayed on the Authorisation custom page, making it readily available for use.