Add a Custom Column (Checkbox) in the Inventory Location Sublist on Item Records

Scenario

On the item record, a user wants to flag an item by having a custom checkbox, but only specific to certain locations and not all locations.

They want to add a custom column with a checkbox option for each location so they can then report on items marked as per location.

Solution

It is possible to create a custom field in the Location sublist of an item only if the ADVANCED ITEM LOCATION CONFIGURATION feature is enabled in the account.

Once the feature is already enabled in the account, follow the steps below:

1. View any Item Record
2. Click Purchasing/Inventory tab
3. Specific Location: Click Edit
4. In the Item Location Configuration pop-up window, click the New Field button
5. Label: Enter the Label for the checkbox
6. Type: Select Check-box
7. Store Value: Enter Checkmark
8. Click Save
9. Under Purchasing/Inventory tab, click the Customize View button
10. Click Results tab
11. Field:
    • Select the new custom checkbox field
12. Click Add
13. Click Save