Jira Code: TM-199
Description: Customize the entry form “CRM_BOF Backup” to create a new form “Blended BOF” with the following specifications.
If the below-mentioned fields are not in NetSuite create them and add it in the form.
“Primary Information” & “Project Dates” field group should remain the same as “CRM_BOF Backup”.
The following fields should appear below the mentioned field groups.
Basic BOF Information:
- SO#
- Campaign Block
- Name of Creative File
- Special Instructions
- Geo
- Geo Details
- Data Selects
- Deploy File
- Name of Deployment File
Social:
- Impression
- Social Quantity
- File Quantity
- Special Instructions
- Sales Person (from Proposal form)
- Impression
- Retargeting
- Platforms
- Post Text
- Social Headline
- Social Description
- Granted Profile Access
- Share Link
- Start Date
- End Date
Ad Display:
- Ad Display Quantity
- File Quantity
- Special Instructions
- Sales Person
- Impression
- Retargeting
- Start Date
- End Date
Email:
- Drop (the same as the BOF Backup_v1)
- A/B Split
- From
- Subject Line
- Special Instructions
- Supression
- Dynamic Snippets
- Take5 Pixel
- Client Tracking Pixel
- Matchback
- Preliminary Tracking Date
- Deploy Date
- Deploy Time
Steps to customize Entry form:
- Goto Customization>Forms>Entry forms
- Click on the Edit/Customize link corresponding to the form you want to customize.
- Click on the “field group” tab to create new field groups.
- Click on the “fields” tab, and click the “New field” to create new fields. Enter the details to create the field.
- Click on the “fields” tab to add the required fields below the corresponding field group.
- Check the “Show” checkbox and select the field group. Also, we can use the other features available there if needed.
- Save the form with the required name.