Customizing an imported record
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Open an imported record from these pages:
- Search templates
- Expressions
- Rule setup and rule script
- Click Customize.
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Specify your changes.
For imported journal entry templates, a field that is determined to be unnecessary for the solution is removed or set to have a blank value.Note: You cannot update the Name of an imported record.
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Specify this information:
- Type
- Select Empty.
- Action
- Select the action. Possible values are:
- Remove Field
This action removes the field from the output journal entry document.
- Set To Null
This action retains the field on the output journal entry document. The field is assigned with a blank value.
- Remove Field
Note: These actions work with the document formatter.
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Specify this information:
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Click Save.
The details form is enabled for these customized records to allow subsequent changes to be made directly.
You can compare versions of a customized record and you can revert the changes or customization made to a record.