Display Custom Field Checkbox Blank or Null if Not Checked

A user wants to display a Custom Checkbox as Null or Blank on Transactions sublist under the Sales subtab on Customer Records if the Checkbox is not checked or set to False.

Solution

1. Create a Custom Transaction Body Field
   1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
   2. Label: Enter Label
      Example: CF Checkbox
   3. ID: Enter _checkbox
   4. Type: Select Checkbox
   5. Store Value: Enter Checkmark
   6. Click Applies To
      • Sale: Enter Checkmark
   7. Click Save
2. Open Customer record
   1. Click Transactions
   2. Click Customize View
   3. Search Title: Custom Transaction Default Sublist View
   4. Field:
   5. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
      • Select Formula (Text)
        • Formula: Enter CASE WHEN{custbody_checkbox} = ‘T’ THEN ‘Yes’ WHEN {custbody_checkbox} = ‘F’ THEN ” ELSE ” EN
   6. Click OK
   7. Click Save