How do I add a subtab to a sales order transaction where I can attach associated custom records?

AI generated answer (using internal Slack threads):

To add a subtab to a sales order transaction where you can attach associated custom records, you can follow these steps: 1. On your custom record, create a field of type List/Record -> Sales Order. In that field, tick

RECORD IS PARENT

. 2. Under the Display tab, select the

PARENT SUBTAB

where you wish the custom records to appear. 3. Make sure the "available for sublist" box is checked for the saved search. 4. Go to customization -> Forms -> subtab -> add a new subtab record for the transaction. 5. Go to customization -> forms -> sublist -> transaction tab -> create an entry -> select the search, tab, and transaction type and save. 6. If there is a linkage between the transaction and your custom record, then you can add the transaction # in your saved search's filter region without checking the "show filter" checkbox. This will filter the search results in the newly created sublist only for that transaction. Remember to update the parent field transaction in the custom record to be displayed at the custom "parent subtab". ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******