Text mode to Create column for a View for Expense Type in Set Up | Community
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Kundanism
Level 10
Feb 17, 2021 12:24 PM UTC
Solved

Text mode to Create column for a View for Expense Type in Set Up

Hello Experts,

Could any one have idea to create text mode to collect "Entered By Name" while creating view in Set up area and Expense Type customization?

Please refer attachment.

Thanks in advance.

BR

Kundan.

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imgrund
imgrundAccepted solution
Employee
Feb 17, 2021 3:47 PM UTC

Hi Kundan - looking at the API explorer, it seems that Entered By ID is not captured on that object. I don't think you will be able to show that info if it isn't captured somewhere in the database.

4 replies

Doug_Den_Hoed__AtAppStore
New Participant
Feb 17, 2021 3:57 PM UTC

I concur, Anthony; the only avenue I can suggest would be search for the earliest occurrence of an Expense that used that particular Expense Type, and -- presuming the person who entered that Expense requested the Expense Type -- track down that person to get the Origin Story.

That said, a WORD OF CAUTION...

A couple of years ago I helped a client with a Workfront Merge/Split who (we discovered during the process) had DELETED AN EXPENSE TYPE THAT WAS IN USE at some point prior to my arrival, with DISASTEROUS RESULTS to their historic hours and time sheet functionality.

It is possible that since that time Workfront has now added referential integrity to prevent such a deletion (untested), but the short answer is: DO NOT DELETE EXPENSE TYPES THAT WERE IN USE.

Hmm....which I'm glad I've just reminded myself, in fact, as I have a call tomorrow with another client who's considering doing just that. Gulp.

Regards,

Doug

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Kundanism
KundanismAuthor
Level 10
Feb 18, 2021 7:59 AM UTC

Thanks a lot @Doug Den Hoed‚

You are right, we must be always keep on eyes about your recommendation.

At least some option must be approved before deleting from the system.

Have a nice day!

Mvh

Kundan.

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imgrund
imgrundAccepted solution
Employee
Feb 17, 2021 3:47 PM UTC

Hi Kundan - looking at the API explorer, it seems that Entered By ID is not captured on that object. I don't think you will be able to show that info if it isn't captured somewhere in the database.

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Kundanism
KundanismAuthor
Level 10
Feb 18, 2021 7:57 AM UTC

Thank a lot lot @Anthony Imgrund‚ .

May be in future this option must be in place.

Have a nice day! 😊

Mvh

Kundan

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