How do I allow a list-type field to show more than 500 list values in the INFlow Portal?
- Lou Dizon
Contact support@staria.com for any questions or concerns.
INFlow portal by default does not support list-type fields with list values exceeding 500 entries.
Starting in INFlow version 2.6.1, an enhancement has been introduced to allow INFlow portal users to customize their form configuration to allow lists with more than 500 entries.
Limitation of using unfiltered list.
Following the steps below will allow your list to display more than 500 entries.
The list value entries for the field will be unfiltered.
This means that the list will display values that may not be applicable in combination with other fields in your transaction.
For example:
If you add an unfiltered project field and allow the display of more than 500 entries.
Projects from other subsidiaries will also be displayed in the list.
If a user selects a project which does not belong in the same subsidiary as the vendor, this will result in an error and the transaction will not be saved.
Follow the steps below using an Administrator role.
Finding the VENDOR BILL/CREDIT FORM CONFIGURATION
Navigate to INFlow > INFlow Configuration > INFlow Preferences
Click View for the INFlow Preference Record of your subsidiary.
Look for the VENDOR BILL/CREDIT FORM CONFIGURATION field. Click the name of your form configuration record to open it. Important:
The next set of steps are instructions on how to customize your INFlow portal configuration form.
Any changes done on the default form configurations will be overridden during bundle updates.
If you are still using the default form configuration record that was provided by your Staria implementation consultant “[STA] Default Form Config“, create a copy of the [STA] INFlow Portal Form Configuration and all child records before proceeding with the next steps.
Edit your INFlow preference record and assign the new VENDOR BILL/CREDIT FORM CONFIGURATION that you just created.
Updating the list-type field
Now that you are viewing the VENDOR BILL/CREDIT FORM CONFIGURATION.
Determine if the field you want to update is a body field or a sublist line field.
For body fields. Navigate to the INFlow Portal Body Fields subtab.
Find the list-type field you want to update. Click edit.
Find the “body field source“ field. Enter the id of the list or record type you want to use for the unfiltered list values. (You can use the NetSuite Record Catalog to find the id of your list or record.
Click Save.
For sublist line fields. Navigate to the INFlow Portal Line Fields subtab.
Find the list-type field you want to update. Click edit.
Find the “sublist field source“ field. Enter the id of the list or record type you want to use for the unfiltered list values. (You can use the NetSuite Record Catalog to find the id of your list or record.
Click Save.
