Purpose

Use this field to track the inventory transfer review status or value on Lead records. It gives admins a stable field for saved searches, forms, approvals, and automation rules.

Key fields

FieldWhat it meansWhere the value comes from
Inventory Reorder Alerts Approval LevelStores the value used by Inventory Reorder AlertsUser entry, workflow update, or script update

Behavior

AreaSetting
UI accessAvailable on selected forms
Search/list visibilityAvailable for saved searches
Store valueYes
Record typeLead

Operational notes

  • Review saved searches before changing the field label or default value.
  • Check scripts and workflows linked below before changing validation rules.
  • Keep the field visible on forms used by the process owner.

This object references:

  • Inventory Reorder Alerts - connected through the inventory transfer review process.
  • lead - connected through the inventory transfer review process.

Technical reference

Record identity

ItemValue
Record nameInventory Reorder Alerts Approval Level
Script IDcustentity_demo_inventory_transfer_review_40
Object typeEntity Custom Field
Source XMLObjects/custentity_demo_inventory_transfer_review_40.xml

Project assignment

ItemValue
Primary projectInventory Reorder Alerts
Record typesLead