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How to edit/modify a newly copied payment file format

edited Jun 2, 2025 2:33PM in Ask A Guru 8 comments

Hi Guru and everyone,

I am confused about how to edit a payment file format.

I copied from Barclays MT 103 which have IBAN and SWIFT as above.

Above is "Bank details" screen from a vendor.

I want to add a couple of fields and change the label of one original field.

If I go to "customize>customize form" , there is no way to update a newly created format.

I went to customization>lists records filed>record type and edit bank details.

I can not find the newly created format in "FORM" tab so I can not edit nor add fields to this format in this screen.

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