Create a Custom List Field in Subsidiary

Create a Custom Record and Custom Field for the Custom List
Navigate to Customization> List, Records, & Fields> Record Types> New
Name: ‘Document Attributes’

Adding the following custom fields within this tab:

  • Address Fields
    • Subsidiary Name (Trading Name)
    • Country
    • Addressee
    • Phone
    • Address 1
    • Address 2
    • City
    • State
    • Zip
  • Additional Fields
    • Web Site
  • Contact Email Address
  • Subsidiary Logo (Forms)


Click Save
Click New Field
Label: Enter Subsidiary Selection
Type: Select List/Record
List/Record: Select Subsidiary
Store Value: Enter Checkmark
Click Save

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