how to create custom record show saved search resu...
# ask-stanley-ai
y
how to create custom record show saved search result
c
AI generated answer (using internal Slack threads):
To create a saved search based on a custom record and show these results as a sublist on a transaction such as a sales order, you need to follow these steps: 1. Create a custom record and ensure that the 'Show in List' and 'Available in Search' options are selected during the setup/creation. This will make the custom record appear in the "Search Type" list. 2. Create 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. 3. Specify the tab you want it to appear. You can create a custom tab for this purpose. 4. Create a saved search based on the custom record. The custom records with the sales order populated will appear on the specified subtab. Please note that if you haven't checked the 'Show in List' and 'Available in Search' options at the beginning and try to go back later and add them, it might not work. They need to be checked from the very beginning. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853570938
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843849838
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839592576
Please provide your feedback on this answer.