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Copy Additional Fields

Certain business processes create invoices using other invoices acting as templates. These business processes include Partial Credit, Cancelation and Clone.

Depending on the action, JustOn copies several fields from the source invoice to the newly created invoice. You can use the custom setting Copy Additional Fields to specify the additional fields that are always to be copied.

Additional Fields Information

The custom setting Copy Additional Fields includes the following information:

Field Description Example Values
Name A unique name for the custom setting record. Rule 1
Business Processes A comma-separated list of business processes to which this setting applies. Allowed values include:
Partial Credit
Cancelation
Clone
Clone
Field Names A comma-separated list of field API names that are to be copied during the business processes.
The list must not exceed 255 characters. If you need to specify more fields for a business process, create a new custom setting record for this business process.
BillingCountry__c
BillingCity__c
sObject Name The API name of the target sObject. Currently, only Invoice__c is supported. Invoice__c

Info

JustOn ships a number of pre-defined settings that specify default sets of fields that are to be copied during the business processes Partial Credit, Cancelation and Clone.

Defining Additional Fields

Depending on your organization's requirements, you must define additional fields to be copied.

  1. In Setup, open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Copy Additional Fields.

  3. Click New.
  4. Specify the details as necessary.

    The mandatory information include the name, business processes, field names and sObject name.

  5. Click Save.

Note

The Field Names list must not exceed 255 characters. If you need to specify more fields for a business process, create a new custom setting record for this business process.