Cannot Find the External ID on Chart of Accounts Record
Published on
January 28, 2024 at 11:40:54 PM PST January 28, 2024 at 11:40:54 PM PSTth, January 28, 2024 at 11:40:54 PM PST
Scenario
The user is unable to locate the External ID of any Chart of Account.
Solution
External ID is not exposed on the account record by default. To expose the External ID on the Chart of Accounts form we can create a custom field.
- Navigate to Lists > Accounting > Accounts
- Click Edit on any account
- Navigate to Customize and click on New Field
- Record Type: Select Account
- Type: Select Free-Form Text
- Store Value: Remove Checkmark
- Label: Enter Name
- Go to Display tab
- Display Type: Select Inline Text
- Click Validation & Defaulting tab
- Formula: Enter Checkmark
- Default Value: Enter {externalid}
- Click Save