Customer Onboarding Controls Approval Level

Purpose

Use this field to track the invoice queue automation status or value on Transfer Order records. It gives admins a stable field for saved searches, forms, approvals, and automation rules.

Key fields

Field	What it means	Where the value comes from
Customer Onboarding Controls Approval Level	Stores the value used by Customer Onboarding Controls	User entry, workflow update, or script update

Behavior

Area	Setting
UI access	Available on selected forms
Search/list visibility	Available for saved searches
Store value	Yes
Record type	Transfer Order

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.

Related configuration

This object references:

• Customer Onboarding Controls - connected through the invoice queue automation process.
• transfer-order - connected through the invoice queue automation process.

Technical reference

Record identity

Item	Value
Record name	Customer Onboarding Controls Approval Level
Script ID	custitemnumber_demo_invoice_queue_automation_08
Object type	Item Number Custom Field
Source XML	Objects/custitemnumber_demo_invoice_queue_automation_08.xml

Project assignment

Item	Value
Primary project	Customer Onboarding Controls
Record types	Transfer Order