I have a custom record that is a child record of a Sales Order. The custom record has fields that are sourced If I create a Custom Record from the Sublist that shows on the Sales Order, the sourcing does not work... But If I click the "Create New Custom Record" button just above the sublist on the Sales Order (which opens a new window) and put in the info and save it, then the sourcing does work. Any way to have sourcing work when creating a new custom record straight from the sublist?

@ericbirdsall user events and workflows will not be triggered when making custom records from the Sublist. I think it’s because they are made from a user event and you can’t trigger a user event from another user event I’ve gotten sourcing to work though. Is it the native sourcing on the field config?

Yeah- Custom Record: "Special Request" This record has a "request" dropdown. (Which is another custom record) This record has a "Request Details" dropdown. ^This field should source from the "Request" dropdown selection But it's only working when clicking the "Create New Special Request" button... not when making it "inline" in the sublist