How do I make reference a custom record from a transaction search if it doesn't appear in the criteria or results tabs

AI generated answer (using internal Slack threads):

To reference a custom record from a transaction search even if it doesn't appear in the criteria or results tabs, you can create a relationship between the custom record and the transaction. Here are the steps: 1. Include a field on the custom record that relates to the transaction (for example, the sales order). Make sure to tick the 'Record is Parent' option on that field. 2. Specify the tab where you want the custom record to appear. For instance, if you have created a custom tab called 'Bands', any custom records with that sales order populated will appear on the 'Bands' subtab. Additionally, you can create a saved search of the custom record and display it as a sublist on a transaction. Here's how: 1. Ensure the 'Available for Sublist' box is checked for the saved search. 2. Navigate to

Customization > Forms > Subtab

and add a new subtab record for the transaction. 3. Go to

Customization > Forms > Sublist > Transaction Tab

and create an entry. Select the search, tab, and transaction type, then save. 4. If there's a linkage between the transaction and your custom record, you can add the transaction number 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. ******