Is there a way to create a custom sublist to be ad...
# general
l
Is there a way to create a custom sublist to be added to a CHILD customer record that shows all the other “sister” customers (e.g., other child customers that have the same parent as the subject customer)?
c
I guess I need to ask what you want to use it for? Because it’s easy to add a saved search to a form that shows that, for example.
Also easy to programmatically add the results of a suiteql query as a subtab on a form
l
it’s just convenient for us to view the related customers instead of viewing first the parent customers. I tried creating a saved search with parent customer internal ID as the available internal ID but it does not yield the expected results.
c
DM me tomorrow & I’ll send you the code to add a suiteql subtab
l
Thanks!
sorry, just wanted to be clear that what I wanted to show is the parent customer and the other child customers.
s
just use saved search with appropriate filter and show it in a custom sublist
l
@Sam-I-Am to be honest, I'm struggling in creating that saved search. I can't find a common reference between the parent and the other child customers without showing the child customer I'm looking at. So if the customer hierarchy is Parent A with 2 child customers which are Child B and Child C, when I look at Child B, I should be seeing Parent A and Child C but not child B.
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