Is it possible to have one saved search with 2 values being used as the filtered value on a sublist? As in, I want to see purchase transactions using column A which correspond to my custom record and sales transaction using column B which also correspond to my custom record containing the sublist to see the search results. Context is that I have different filtering on column A (on vendor) and B (on customer)

AI generated answer (using internal Slack threads):

Yes, it is possible to have one saved search with 2 values being used as the filtered value on a sublist. You can create a saved search from a custom record and show these results as a sublist on a transaction such as a sales order. However, you need to include a field on the custom record that relates to the transaction, for example, the sales order. You need to tick the record is parent on that field and specify the tab you want it to appear. You can also use a custom field (on a transaction) to join a saved search to an entity as a custom sublist. The custom field will need to be of a type List/Record. There seems to be no limit to the number of columns allowed in the saved search for the sublist to show. However, when it comes to filtering, the first filter on the Available Filters tab needs to be used. The sublist filtering will only work where the parent field is a List. You can't filter on value to value. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******