Add Application V2 Field to VMS Sync Submittal Object

To use VMS Sync Submittals for Jobscience, the Application V2 field needs to be added to the VMS Staging Submittal object

The Application V2 must be added. Application V1 is not supported at this time.

  1. Navigate to Setup > Object Manager > VMS Staging Submittal > Fields & Relationships.
  2. In the Quick Find, enter "Application V2" to make sure it exists.
    • If you do not see Application V2, you need to add it.

Adding Application V2

You can add the field right in the Fields & Relationships screen.

  1. Click New.
  2. Under Data Type, select the radio button for Lookup Relationship and click Next.
  3. Click the Related To dropdown and select, Application V2.
  4. Click Next.
  5. In the Enter the label and name for the lookup field screen, set the below values:
    • Field Label: Application
    • Field Name: Application
  6. Click Next.
  7. In the Establish field-level security for reference field screen, set the below values at adjust the edit access permissions::
    • Visible: Select most as visible or leave as default.
    • Ready Only: These values cannot be changed.
  8. For any page layouts you do not want to see the field on, uncheck the box under Add Field, next to the corresponding Page Layout Name.
  9. Click Next and then click Save.

Next Steps

Once you are finished adding the necessary field, you'll need to add the Add Application V2 Field to the Application V2 Object. For details, see Add Fields to Application V2 Object for VMS Sync Submittals for Jobscience.