Hi All. I’m looking for some advice on the best way to implement the following on a specific case form of mine: I want the ability to create new entries into a custom record from a tab on my custom case form. So I assume that I should embed a form for that custom record. I’m not sure yet, but I might need to manipulate some of those fields prior to inserting/saving them as well. I’m not quite sure how to actually embed a form onto my case form. I also want to display the rows of the custom table that “belong” to the case that I am currently viewing. Each custom record has a case number associated with it. I know how to do this with SuiteQl, so that might be the best route for displaying. Thanks!

@JR you can use a workflow to create the custom record from the case creation, use the create record workflow action to achieve this. Lookup some examples in the suiteanswers. You cannot embed another record's form in any record's entry form unless you use a custom suitelet(maybe). and for you other question - just use a custom sublist and a save search with record specific filter.

If you make a custom field on your Custom Record called "Case" and make that a List/Record type on the Case list. THen mark the "Record is Parent" box. the custom records will display as a sublist on one of the Subtabs of your case form. When the case is in Edit mode you can enter data into this sublist just like an items sublist on a sales order. Then when you save it will create/update the custom records right from the sublist within the Case

@Sam-I-Am @MGBC Thanks for the pointers guys! Mgbc, really nice blog!