Purpose: To make sure that the Form Configuration used in the Portal to shows the new FlowAP PDF field.

​Emoji :blue_book: Instructions

1. FlowAP > FlowAP Configuration > Staria FlowAP Subsidiary Setup

2. Set View = [STA] FlowAP Subsidiary Setup Review
   
   

3. Verify the value for VENDOR BILL/CREDIT FORM CONFIGURATION
   
   

   
   

4. If VENDOR BILL/CREDIT FORM CONFIGURATION = [STA] Default Bill Form Configuration, you can stop now as the field is added by default. Otherwise proceed to #5

5. FlowAP > FlowAP Portal Form Config > FlowAP Portal Form Configuration > *open the Form Config on #3

6. Inflow Portal Body Fields > *take note of the sequence value for custbody_psg_ei_pdf
   
   

7. Inflow Portal Body Fields > New [STA] FlowAP Portal Body Field
   Sequence = *value in #3
   Label = [STA] FLOWAP PDF
   Body Field ID = custbody_sta_flowap_pdf
   Display Type = Normal
   Field Group = Primary Information
   
   

8. Save

9. Open the created record on #8. Verify that the created Field Group is not empty, it will be empty if you select a field group not applicable to the Form Config.

10. Inflow Portal Body fields tab > sort by Sequence > verify that the field is showing right after PDF File Reference
    
    

11. Try to view any transaction in the Portal to verify that there is no errors

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