NSC | Custom Case Form: Display the Item Manufacturer Part Number

The MPN of the selected Item on the case record needs to be tracked. To achieve this, a custom CRM field can be used to display the MPN of Item selected in a Case record.

1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > New

2. Custom CRM Field:

• Label: Enter Total in Words
• Type: Select Free-Form Text
• Store Value: Remove Checkmark

3. Click Applies To Tab

• Case: Enter Checkmark

4. Click Display Tab

• Subtab: Select Main

5. Click Sourcing & Filtering Tab

• Source List: Select Item
• Source From: Select MPN

6. Click Save & Apply to Forms
7. Locate the custom field created
8. Show: Enter Checkmark to all applicable forms