Dokka offers to create a unique custom field that enables the import of important data directly to the bill in priority, including approval flow, sticky notes, publisher, and transaction internal ID.
Attention: the created custom fields can be used only one day after creation
2. Select Table name:
Journal Entry header: FNCTRANS
Vendor Invoice, Multi-GRV Vendor Invoice, Vendor Pro Forma Invoice header: INVOICES
Vendor Invoice, Multi-GRV Vendor Invoice, Vendor Pro Forma Invoice lines: INVOICEITEMS
PO header: PORDERS
PO lines: PORDERITEMS
GRV, VR header: DOCUMENTS
GRV, VR lines: TRANSORDER
3. Enter column name: xxxx_name (e.g. Approvers_field). Max 20 characters.
4. Enter CHAR type: (for Approval/Reject date field as well)
https://prioritysoftware.github.io/sdk/Table-Columns
Column Types
The following table lists all available column types:
Col. Type | Description | Width | Form Col. Type |
CHAR | string of characters | >1 | String→ |
| single character | =1 | Character |
REAL | real number | any | Real |
INT | signed integer | any | Integer |
DATE | date (mm/dd/yy or dd/mm/yy) | 8 | Date |
| date (mm/dd/yyyy or dd/mm/yyyy) | 10 | Date |
| date & time (24-hour clock) | 14 | Date+Time |
TIME | time (24-hour clock) | 5 | hh:mm |
| span (number of hours and minutes) | 6 | hhh:mm |
DAY | day of the week | 3 | Day |
5. Enter width
CHAR type width max 80 characters
6. Enter title.
7. Enter decimal precision (only for REAL and INT type). Default – 2.
8. Save.
9. Press Esc button and click on the “OK” button on the modal window.
DOKKA custom fields
DOKKA transaction url custom field – Type - RCHAR
DOKKA publisher custom field - Type – INT, Join column – USER, Join table - USERS
DOKKA approvers - Type - CHAR
Sticky Notes - Type - CHAR
DOKKA approval status - Type - CHAR
DOKKA approval date - Type - CHAR
Add the field to a form
1. Navigate to the Form Generator page: “+ - System Management - Generators – Forms – Form Generator”.
2. Select Form Name:
Journal Entry header: FNCTRANS
Vendor Invoice header: YINVOICES
Vendor Invoice lines: YINVOICEITEMS
Multi-GRV Vendor Invoice header: PINVOICES
Multi-GRV Vendor Invoice lines: PINVOICEITEMS
Vendor Pro Forma Invoice header: DINVOICES
Vendor Pro Forma Invoice lines: DINVOICEITEMS
GRV header: DOCUMENTS_P
GRV lines: TRANSORDER_P
PO header: PORDERS
PO lines: PORDERITEMS
- Add field into form: in the “Form Columns” tab select a Table Name: e.g. INVOICES
- Click on the dandruff in the “Column Name” field.
- Search fields in the Column Dictionary table.
- Select a field.
- Click on the “Choose Value” button.
- Enter Form Column Name.
- Enter position into the “Pos” column.
- Click on the “Prepare Form” button.
Set position custom field in the form
- Navigate to the “burger menu – Design – Organize Form”.
- Expand section with custom field (e.g. Misc.).
- Click on the 3Dots menu near the custom field.
- Click on the “Move to” option and select the section.
- Save.
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