How to Add Custom Fields to Market Intelligence Power Notes

This guide walks you through the process of adding a new field to your Market Intelligence Power Notes. Following these steps will allow you to capture custom data points and ensure that information is saved correctly to the task record.

Common Scenarios for Adding a Custom Field

  • Add a new, custom field to the Market Intelligence Power Note screen.
  • Capture a specific piece of data that isn't available by default.
  • Make sure the information entered into your new field saves correctly.
  • Display information from a task record in a read-only field within a Power Note.

Part 1: Add the Custom Field to the User Screen

These first steps will get your new field to appear on the Market Intelligence screen for your users. This ensures the information can be viewed or entered directly during their workflow.

  1. Navigate to Setup and search for Flows.
  2. Open your active Market Intelligence Flow.

    Note: If you are using a custom or overwritten version, be sure to select that one.

  3. In the flow builder, find the main screen element labeled Market Intelligence Flow and double-click to edit it.
  4. From the Fields tab on the left, drag your desired custom field onto the screen canvas.
  5. Configure the new field's properties:
    • To make the field read-only: In the right-hand panel, find the Disabled property. Set its value to the formula variable {!IsViewMode*}. This makes the field uneditable when a user is viewing an existing note.
    • To set a default value: In the Value property, use the {{taskRecord}} variable to pull data from the original task. For example, to default the value to the task's subject, you would enter {!taskRecord.Subject}.
  6. Click Done.
  7. Locate the Get Task Record element (a Get Records element) and double-click to edit it.
  8. Under Select Task Fields to Store in Variable, add your new custom field to the list. This tells the flow to retrieve data for this field.
  9. Click Done.
  10. Find the Set Task Fields element (an AssignmentClosed A Job position element) and double-click it.
  11. Add a new assignment to map the value from your new screen field to the {!taskRecord} variable.
    • Variable: Select the corresponding field on your {!taskRecord} variable (e.g., {!taskRecord.Your_Custom_Field__c}).
    • Operator: Set to Equals.
    • Value: Select the new field you added to the Market Intelligence Flow screen.
  12. Click Done.
  13. Save and Activate the new version of your flow.

Part 2: Ensure the New Field Saves Correctly

Adding the field to the screen is only half the process. These next steps are crucial for making sure the data entered into the new field is saved permanently.

  1. From Setup, navigate back to Flows.
  2. Open your active Market Intelligence Save flow (or your custom version).
  3. Locate and double-click the Prepare Sourcing Note Record element (a Transform element).
  4. In the mapping editor, expand the sourcingTaskRecord target data on the right.
  5. Find your new custom field within the sourcingTaskRecord block.
  6. Click the dot next to your field and map it to the corresponding source field from the Task object on the left.
  7. Click Done.
  8. Save and Activate the new version of this flow. Your field is now fully configured.

Troubleshooting

If your new field isn't working as expected, check these common issues.

If the new field doesn't appear on the screen:

Confirm you activated the correct version of the Market Intelligence Flow after adding the field. An older version may still be active.

If the field appears but the data doesn't save:

Ensure you have completed Part 2 and correctly mapped the field in the Market Intelligence Save flow. This step is often missed and is required to save the data.

If you see a flow error message after making changes:

Deactivate the flow and double-check your field mappings in both the Set Task Fields assignment (in the first flow) and the Prepare Sourcing Note Record transform element (in the second flow). An incorrect mapping is the most common cause of errors.

If your read-only field is still editable:

Verify that the Disabled property on the screen field is set to the exact formula variable {!IsViewMode*}. A typo will prevent the logic from working.

FAQ

Q: Can I add multiple custom fields at once?

A: Yes. You can add multiple fields to the screen and mappings in one session. Just be sure to follow all steps for each field in both the Market Intelligence Flow and the Market Intelligence Save flow before activating.

Q: What happens if I forget to activate the new version of a flow?

A: Your changes will not take effect. The system will continue to run the previously active version, and your new field will not be visible or save data.

Q: Can I use any custom field type?

A: This process generally works for standard field types like Text, Picklist, and Checkbox. For more complex types like lookups or rich text, additional configuration may be needed.