Custom Forms, Records, Transactions, And Segments

10 Questions | Total Attempts: 47

SettingsSettingsSettings
Please wait...
Custom Forms, Records, Transactions, And Segments


Questions and Answers
  • 1. 
    Any settings defined for a specified role does not override the preferred form settings on the forms page.
    • A. 

      True

    • B. 

      False

  • 2. 
    When setting a preferred custom form, you are only allowed to select one (1) per transaction type.
    • A. 

      True

    • B. 

      False

  • 3. 
    Administrators and users with the _______________________ permission can create custom records that collect information specific to the needs of your business.
    • A. 

      Custom Record Entries

    • B. 

      Custom Records

    • C. 

      Custom Sublists

    • D. 

      Custom Forms

  • 4. 
    The ______________________ feature lets you create custom classification fields similar to class, department, and location.
    • A. 

      Custom Records

    • B. 

      Custom Forms

    • C. 

      Custom Sublists

    • D. 

      Custom Segments

  • 5. 
    Employee Center roles have limited access to forms such that only one form is ever made available to this type of role, and the form set on the Role record takes precedence over the preferred form set here.
    • A. 

      True

    • B. 

      False

  • 6. 
     When creating address forms, Country field is not mandatory.
    • A. 

      True

    • B. 

      False

  • 7. 
    If an employee has a role that includes the Custom Record Type permission, they have edit access to all custom record types.
    • A. 

      True

    • B. 

      False

  • 8. 
    What feature lets you create transaction types tailored to your business needs?
    • A. 

      Custom Entry Form

    • B. 

      Custom Records

    • C. 

      Custom Transactions

    • D. 

      Custom Fields

  • 9. 
    For custom transaction forms, the Store Form with Record option is disabled by default.
    • A. 

      True

    • B. 

      False

  • 10. 
    Custom Segments can have GL impact and can appear on the GL Impact page.
    • A. 

      True

    • B. 

      False

Back to Top Back to top