Example 2 - Use Custom Checkbox Field to Send Projects to Concur

The following example contains the necessary steps for editing the existing mapping that controls which PSA projects are eligible for sending to Concur. You can follow similar steps to change the fields that control which assignments and resources are sent to Concur.

Note:

We assume that you have created a custom checkbox field called Sync with Concur on the Project object.

1. In Setup, click Custom Code | Custom Metadata Types.
2. Next to IHC Mapping Concur to PSA, click Manage Records. A list of existing mappings displays. For a description of all the available fields and the accepted values, see IHC Mappings Concur to PSA Fields.
3. Next to PSAProject SendToThirdPartyExpensesAppli, click Edit.
4. Next to PSA Field, enter the API name of your custom field, for example, Sync_with_Concur__c.
5. Leave the remaining values unchanged.
6. Click Save. The changes to the mapping are now saved.