hi again, what can be done to create a custom reco...
# administration
k
hi again, what can be done to create a custom record which can hold a list of various information? Kind of like Item sublist in a quote/sales order, where users can keep on adding line level items?
s
Usually creating 2 custom records with one being the parent would be the approach here.
there is a checkbox when creating custom fields (record is parent)
k
so I already have one custom record, within this custom record, I want to create a subtab where I can add multiple rows as needed
s
You would create a second custom record, and have a field on that one that references your original custom record. Check the box on that field that says record is parent. This will make the second custom record a child of the parent, and you can have the sublist like functionality
Check this box on the child record to make it like an editable sublist
k
how do I link it to the parent custom record now?
s
Create a field on he child record, and on the field definition check the box that says record is parent
And select your parent custom record in the List/Record dropdown
k
looks like now it automatically pulls it as a sublist in the parent custom record right?
s
Yep you should see it on there now, might need to play with some of those checkboxes on the child record definition to get other behavior like the remove button, etc.
If you have other tabs and stuff on your record, you should be able to control some of that with the
Child Records
and
Parent Records
tabs on the record definitions
k
yeah, I see the sublist in the parent custom record, but I can't add any new information (new field) created in the child record in the parent record now, nor do I see the + sign to add a new row. how can I do that?
s
Play with the checkboxes on the parent/custom record at the top of the record definition. You can't add fields to the definition of the child record, you can only fill out fields that are on it (or create new record and fill it out)
You also probably need the
Show in List
designation on the child record for each of its fields to make it show it by default in the sublist
k
got it! Thank you so much man! COYG!
🤘 1