Is there a way to see a list of child items from a parent item right in the parent items record?
(Similar to how you can see all Child Customer accounts from the Parent Account)
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Michael McNamara
10/06/2021, 4:18 PM
Hi Eric. I usually find that in the Accounting tab or Matrix tab of the parent. Do you see that?
Michael McNamara
10/06/2021, 4:23 PM
If that doesn’t work, then what I’ve done is create a new search and set it as a sublist view. Then I attach i to the form/item.
Michael McNamara
10/06/2021, 4:28 PM
So set criteria Matrix child item = true. Results tab (internalid, and whatever info you want). Available filter = Sub-Item of. Then check make available as sublist view. Then i can attach it to the items here on custom sublists: