Create a Saved Search:
- Ensure the saved search includes the results you want displayed on your custom records.
- Important: The first item in the Available Filters subtab of the saved search must be a List/Record type field to make it available for sublist assignment.
Access the Custom Record Type:
- Navigate to:
Customization > Lists, Records, & Fields > Record Types. - Select the record type where you want to add the sublist by clicking its name.
Add the Sublist:
- Click the Sublists subtab.
- In the Search column, select the saved search you created earlier.
- In the Label column, specify a name for the subtab where the results will appear.
- (Optional) If the Multi-Language feature is enabled, add translations for the label in the Translation column.
- In the Tab column, select the custom subtab where the sublist should display.
- In the Field column, choose the field used to filter the sublist (e.g., a related record field).
- Click Add to confirm the sublist setup.
Save the Record Type:
- Once all configurations are complete, click Save to apply changes.