Does it possible to add to a transaction's custom ...
# general
y
Does it possible to add to a transaction's custom subtab saved search of custom record?
s
Yes it is possible. 1. Make sure available for sublist box is checked for the saved search. 2. customization-->Forms--> subtab --> add a new subtab record for transaction. 3. customization--> forms-->sublist --> transaction tab -->create an entry --> select the search, tab and transaction type and save. 4. if there are linkage between the transaction and the your custom record, then you can add the transaction # in your saved search's filter region without checking the show filter check box. This will filter the search results in the newly created sublist only for that transaction.
y
Hi Sam, thanks for your comment! I did it all I forgot to check the "available as sublist view" at the custom record saved search. But for some reason this search still not shown under the entry of forms-->sublist --> transaction tab
@Sam-I-Am Got it. Once update the parent field transaction in the custom record to be displayed at the custom "parent subtab". Thanks again Sam