Hello. Does anyone know how to get a custom record...
# general
c
Hello. Does anyone know how to get a custom record to show up in the “related records’ tab on Work Orders? I created a custom search to try and pull it but it’s not showing up as a sublist. We create a custom record called Word Order Waste > So we want that to pull as the related record when looking into the WO
t
Native related records can't be customized, you'd have to re-create it as a new subtab and then include your custom record search there - and hide the native related records within the your custom form.
c
So we did build a custom Work Order form off of the native one so it should be doable, right?
t
Correct, you'd customize that form - add your new search as the 'custom related records' sublist view, and then hide the native 'related records.'
or keep them both and just re-name your custom waste related records to 'Related WO Waste', something to that effect.