Anyway to add a custom record to show on a custome...
# administration
r
Anyway to add a custom record to show on a customer as "lineitems"/"linefields"? I already added the custom record to the customer as a sublist but it still isn't showing available as "lineitems"/"linefields."
b
make extra sure you do everything in steps 1 and 2
r
Thanks @battk I will now and let you know!
s
what are you actually trying to do? to have a custom record show up under another record is to create a parent child relationship, once you have the child relationship with customer record type, create sub tab and pick that custom record as sublist.
r
I did that but it needs to be a "lineitem" or "itemfield" when viewing the field explorer
I think I need to make it a child record. Ill get back to you both!
Thank you @battk and @Sam-I-Am this worked for me!