- First, create a saved search for the information you want to show. The results of this search should include the information you want to show on your sublist
- Go to Customization > Forms > Sublists.
- Click the subtab that corresponds with the kind of record to which you want to add the sublist, here item.
- In the Search column, select the saved search that returns the results you want to appear on the record. The first item listed on the Available Filters subtab must be a List/Record type, otherwise the saved search is not available to assign as a sublist.
- Enter a label for this sublist.
- In the Tab column, select the subtab where you want the sublist to appear.
- Check the box for each record where you want this sublist to appear.
- Click Add.
- Click Save.