I have Record A and Record B. I'm creating a join record called record C. Record A and Record B are parent records within Record C. The customer is the field that is common across records A and B. How can I use the customer field to filter Record B values when I'm in-line editing a new record on a sublist on Record A?

AI generated answer (using internal Slack threads):

Based on the conversations, it seems you want to use the customer field to filter Record B values when you're in-line editing a new record on a sublist on Record A. Here's how you can achieve this: 1. Create a custom sublist that uses a summary saved search with a filter using the customer field. This will allow you to filter Record B values based on the customer field. 2. On the definition of your custom record (Record C), add a field type with list/record of the parent record (Record A and Record B) you would like your custom record to appear on. There is a checkbox on the field definition that says

record is parent

, check that box and you will see your custom record on the parent record. 3. If you want to have a custom record appear as a sublist in another custom record, just create the field with that other custom record as the list/record, and click the

record is parent

checkbox. Remember, both options would result in two sublists, so you’d have to customize the customer form to be different for parent customers vs regular customers so only one shows. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******