Setup Import Item Formula Tab

Create Import Item Formula Tab

1. To check if the Import Item Formula tab is created already, click on the App Launcher. Search for Import Item Formula.

   

2. Since it isn’t there, click on the Setup icon and click on Setup.

   

3. In the Quick Find box, search for Tabs. Then, click on New.

   

4. Set up the New Custom Object Tab as shown. Then click Next.

   1. Object = Import Item Formula

   2. Tab Style = Lightning

      

5. Don’t change any of the Defaults on Step 2: Add to Profiles page and click Next.

6. In Step 3: Add to Custom Apps make sure the checkbox is unchecked. Click on Save.

   

7. The Import Item Formula Tab should be created. Click on the App Launcher. Search for Import Item Formula.

   

8. The Create Item Formulas, Import CSV, and the Mass Delete Button are on the list view.

Set up the Not Processed List View for Import Item Formula

1. At the Import Item Formula tab, click on the mini setup icon. Click on New.

   

2. Fill in the fields as shown in the screenshot below. Click on Save.

   

3. Click on the Filter icon. Click on Add Filter. Fill out the fields according to the screenshot below. Make sure it says Processed equals False. Click Done.

   

Article Setup-Import-Item-Formula-Tab  ·  Last updated October 02, 2025 · GoldFinch ERP Help Center