Nathpasin Sonsetsasak (Pek)
08/29/2025, 7:53 AMCeligo AI
08/29/2025, 7:54 AMAI generated answer (using internal Slack threads):To show a custom record type in the item subtab, you need to create a relationship between the custom record and the parent record (in this case, the Sales Order). Here are the steps: 1. On your custom record, create a field of type List/Record that references the Sales Order. 2. In the settings for this field, check the option
RECORD IS PARENT
.
3. Under the Display tab, select the PARENT SUBTAB
where you want the custom records to appear.
Please note that when importing data, you need to select the custom record instead of the item as your import type. This is because the custom record is not a part of the item record, so you won't be able to import it with the items. The import has to be done separately.
If you want to create a sublist similar to the item sublist seen on sales orders on your custom record, you can create a custom item field that references your custom record and make the custom record the parent. This will make the sublist show up under the custom record.
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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
08/29/2025, 7:54 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855948746
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84570992
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843465209
Celigo AI
08/29/2025, 7:54 AM