how to add item filter in customize form page with saved search which filter is dynamic according to the record

AI generated answer (using internal Slack threads):

To add an item filter in a customized form page with a saved search that is dynamic according to the record, you can follow these steps: 1. Create a saved search that filters the items based on the criteria you want. For example, if you want to filter items based on the vendor, you can create a saved search that filters items by vendor. 2. Customize the form and under the sublist fields tab, you can filter the item list by the saved search you created. This will ensure that only the items that meet the criteria of the saved search will be displayed. 3. To make the filter dynamic, you can use a client script or a workflow. In the client script, you can use the

beforeLoad

user event to populate the field with the results of the saved search. If the record changes (for example, if the vendor changes), you can use the

postSourcing

client event to update the field with the new results of the saved search. 4. Alternatively, you can use a workflow with an after field edit action to update the field with the new results of the saved search when the record changes. Remember, the saved search is dynamic and will update based on the criteria you set. So if you set the criteria to filter items by the vendor that is selected, the items will update dynamically when the vendor changes. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******