How to create a custom record and pull it on to a report

AI generated answer (using internal Slack threads):

To create a custom record and pull it onto a report, you can follow these steps: 1. Create a Custom Record: Navigate to Customization > Lists, Records, & Fields > Record Types > New. Fill in the necessary details and save the record. 2. Create a Relationship with Sales Order: To link the custom record with a Sales Order, you need to set up a parent/child relationship. This can be done by setting the Sales Order on a select field on your custom record that has the

Record is Parent

checkbox marked. This will allow your custom record to be a join for your sales order search. You can also go the opposite direction and set your custom record on a select field on the sales order. 3. Create a Saved Search or Report: Once the custom record is linked with the Sales Order, you can create a saved search or report that includes this custom record. Navigate to Reports > Saved Searches > All Saved Searches > New. Select the record type as Sales Order and in the criteria, you can add your custom record. In the results, you can add the fields you want to display in the report. Remember, if you're not seeing the

join

correctly, try creating a new field with the parent properly set up. Sometimes, it works strangely if you set it later. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******