Hey all. I have a custom record type (let’s call ...
# general
j
Hey all. I have a custom record type (let’s call it ABC) that has a field of type Transaction set to
RECORD IS PARENT
. I’ve specified a custom subtab (let’s call it DEF) on Transaction where I want this sublist to appear. When I view a Sales Order, I can see the DEF subtab, which shows some fields and a list of ABCs on it. When I try to customise the transaction form, I would like to rename the sublist of ABCs. While I see the DEF subtab listed under
Tabs
on the Custom Transaction Form page, I don’t see DEF listed under either
Field Groups
or
Sublists
, thus I can’t modify how any fields or my sublist of ABCs appears. while the ABC record type is new, the DEF subtab is not. I’ve tried clearing my browser cache. Any suggestions as to why I cannot see DEF listed under
Field Groups
or
Sublists
? Other custom transaction subtabs appear there as expected.
m
Not entirely sure, but my guess is this might function similarly to Related Records. I don't know if you'll be able to rename the DEF subtab, but on it, does it allow you to 'Customize View'? If so, you might try that method, though I don't know if it would standardize it for all users on your account or not.
m
I’ve seen this (or similar issues) happen more frequently. Usually I have to start over and make a new form from the standard form for it to work. Which is super annoying
☝️ 1
d
I've experienced similar to MGBC. IIRC the issue was with the DOM of the custom form page. The functions that showed/hid the custom subtabs was bugged. I got around it by manually unhiding the subtabs. super weird behaviour. If you know how to navigate the browser dev tools, have a look for your "DEF" subtab in the page source
j
Definitely not rebuilding from scratch, we have 42 custom transaction forms I’d need to do that with, all HEAVILY customised with lots of field groups etc.
The DEF subtab isn’t there (hidden or otherwise) under
Sublists
in the DOM 😞