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

1. Navigate to the Add Column page: 
“+ - " > System Management - Generators > Tables >Column Generator > Add Column.

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



  1. Add field into form: in the “Form Columns” tab select a Table Name: e.g. INVOICES

  1. Click on the dandruff in the “Column Name” field.

  1. Search fields in the Column Dictionary table.

  1. Select a field.
  2. Click on the “Choose Value” button.
  3. Enter Form Column Name.
  4. Enter position into the “Pos” column.
  5.  Click on the “Prepare Form” button.

 

Set position custom field in the form

  1. Navigate to the “burger menu – Design – Organize Form”.

  1. Expand section with custom field (e.g. Misc.).
  2. Click on the 3Dots menu near the custom field.
  3. Click on the “Move to” option and select the section.

  1. Save.