Chris Raitzyk
04/06/2026, 3:50 PMCeligo AI
04/06/2026, 3:50 PMAI generated answer (using internal Slack threads):To make a custom record on a transaction sub-tab editable with inline text editing, you need to follow these steps: 1. In your custom record definition, ensure that the "Allow Child Record Editing" checkbox is checked. This allows the custom record to be edited inline on the parent record. 2. The fields you want to be inline editable must be marked "Show in List". This makes the fields visible in the sublist. 3. The field that represents the parent record must have "Record is Parent" selected. This links the custom record to the parent record. 4. You need to define a subtab on the display tab of the field definition that represents the parent record. 5. Ensure that you are in edit mode. Inline editing will not work in view mode. 6. If you want to display the custom record as a sublist, you cannot use a saved search. The records need to be shown via the definition of the child record. Remember, you cannot edit inline if the records are shown as a sublist/search. They need to be shown via the definition of the child record. ****** 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
04/06/2026, 3:50 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.869873106
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848938
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848632812
Celigo AI
04/06/2026, 3:50 PM