To add a custom transaction body field:
1. Navigate to the Customisation > Lists, Records, & Fields > Transaction Body Fields
2. Select New
3. Enter a Label name for your new field
4. Select Type
5. In the Applies To subtab, select the type of transaction forms the field will apply to
6. Click the Display subtab
7. Select the sub-tab you would like the field to appear under. If it’s to appear in the main header section of your transaction, select Main
8. Click the Validation & Defaulting subtab
9. Select whether this will be a mandatory field
10. You can also enter a default value, if needed, to the field (it will automatically pre-fill with this value)
11. Click the Save button
When creating a transaction using a form you’ve added your custom field to, you’ll now see it available.