Jericho Kyle Tamayo
09/26/2025, 1:10 AMCeligo AI
09/26/2025, 1:10 AMAI generated answer (using internal Slack threads):To add a line item under the subtab you've created in a custom record, you need to create a new custom record that will serve as the line item. This custom record should have fields for Date, Description, and Amount. Here are the steps: 1. Navigate to Customization > Lists, Records, & Fields > Record Types > New. 2. In the new record type, add fields for Date, Description, and Amount. 3. Make sure to mark the 'Store Value' checkbox for each field. 4. In the 'Forms' subtab of your custom record, add a new form or edit an existing one. 5. In the form editing page, go to the 'Sublists' subtab. 6. Click 'New Sublist'. 7. In the 'Sublist Type' field, select 'Custom Record'. 8. In the 'Record Type' field, select the custom record you created for the line item. 9. Save the form. Now, when you create a new instance of your custom record, you should see the subtab with the ability to add line items with Date, Description, and Amount fields. ****** 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
09/26/2025, 1:11 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835266173
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830871642
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828003
Celigo AI
09/26/2025, 1:11 AMJericho Kyle Tamayo
09/26/2025, 1:12 AMJericho Kyle Tamayo
09/26/2025, 1:13 AM