The following example shows the sales orders related to the custom record under a subtab. The custom record is selected in a custom transaction line field in the sales order.
Steps:
- Create a saved search of related records
- Add the custom field related to the custom record in the available filters.
- Check the “Available as sublist view” and “Public” checkboxes.
- In the custom record, add the saved search under the sublist tab.
- The search result (sales orders) will be added to the custom record under the subtab.
