Purpose

Use this field to track the partner referral tracking status or value on Inventory Item records. It gives admins a stable field for saved searches, forms, approvals, and automation rules.

Key fields

FieldWhat it meansWhere the value comes from
Customer Onboarding Controls Hold ReasonStores the value used by Customer Onboarding ControlsUser entry, workflow update, or script update

Behavior

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

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:

Technical reference

Record identity

ItemValue
Record nameCustomer Onboarding Controls Hold Reason
Script IDcustbody_demo_partner_referral_tracking_44
Object typeTransaction Body Custom Field
Source XMLObjects/custbody_demo_partner_referral_tracking_44.xml

Project assignment

ItemValue
Primary projectCustomer Onboarding Controls
Record typesInventory Item