Aly
03/22/2025, 3:17 PMCeligo AI
03/22/2025, 3:17 PMAI generated answer (using internal Slack threads):To display a scripted saved search on a sublist of a custom record, you can create a custom tab with a custom sublist. The type of record in the results will determine if you can add or edit records inline. If it is a custom record, you need to enable 'allow quick add' on the record setup. If you want to show these results as a sublist on a transaction such as a sales order, you can relate a list of custom records on the sales order. You need to include a field on the custom record that relates to the transaction, i.e., the sales order. You need to tick the 'record is parent' on that field. You must then specify the tab you want it to appear. Then any custom records with that sales order populated will appear on the specified subtab. If you are trying to get sublist data into a saved search but unable to find any column/field related to that, you can look at the custom record that is attached to your items. These record fields are available as a join. Make sure all necessary fields are checked in your record to make it available. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/22/2025, 3:17 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.867177188
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.860797
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848266
Celigo AI
03/22/2025, 3:17 PM