Setting Up Field Types
Expense Management can dynamically control the application and the fields that are displayed by using field types, meaning it’s not necessary to customize the solution if, for example, you want to add new fields. With field types, the value of any field in the system can be used in Expense Management.
Field type configurations are used as a basis for dynamic fields in the Continia Expense App and the Continia Expense Portal (by adding a field type in Configured Fields), but they're also used in custom fields to customize the Expense Portal, and even standard pages in Microsoft Dynamics 365 Business Central.
The Expense Management assisted setup downloads a wide range of field types that can be used in the most common scenarios, though you might also want to add even more field types to support your specific business cases. The standard configuration provides a large selection of the most common fields, but you can also configure new fields yourself.
To set up a new field type, follow these steps:
- Choose the icon, enter Field Type, and then choose the related link.
- On the action bar, click New.
- Fill out all relevant fields.
Adding a new field type doesn't change anything in the system. The field must be added to Configured Fields or Custom Fields.
Configured Fields will be visible in the Continia Expense App and the Continia Expense Portal.
Custom Fields, from the Expense Management Setup, will be visible and can be configured on the main pages of each document and also in the Continia Approval Portal.