We can show Saved search results in a custom record. Follow these steps:
- We have to make a saved search with the required criteria. Now go to the subtab: ‘Available filters’ and add a new filter that needs to be used for checking with the value from the custom record field.
- Enable the ‘Show in Filter Region’ line field. We can also enable the ‘Hide Filter Dropdowns’ field if needed.
- Now go to the custom record and add a new subtab to show search results. For this go to ‘Subtabs’, enter a name and click ‘Add’.
- Now under ‘Sublists’, we can select the saved search under the ‘Search’ line field.
- Add a name to reference the search results by entering a value in the ‘Label’ line field.
- Under the ‘Tab’ line field add the name of the subtab we created earlier.
- Now select the required field to be sourced to the search criteria in the ‘Field’ line field. Make sure the value in this field matches the filter criteria added earlier under ‘Available Filters’ in the saved search created earlier.
- For example, if we are creating an invoice saved search, we can choose the ‘Created From’ filter under the ‘Available Filters’ subtab. Inside the custom record to be used for showing the search results we should have a ‘Sales Order’ field that can be checked for whether the invoice is created from it or not. We can source this value by adding the field name to the ‘Field’ line field under ‘Sublists’.