Create a Custom Sublist That Shows Associated Cases on Item Records

Scenario

User wants to create a Custom Sublist on the Item record that shows the associated Case record it was included.

Solution

1. Create Case Saved Search 

1. Navigate to Lists > Search > Saved Searches > New
2. Select Case
3. Search Title: Enter Title 
4. Example: Cases Associated to an Item
5. Available as List View: Enter Checkmark
6. Available as Sublist View: Enter Checkmark 
7. Filter: 

• Select Item Fields… 

1. Select Name(Internal) 
2. Select Is Not Empty
3. Click Available Filters Tab
4. Filter: 

• Select Item 

1. Click Save 

2. Create Custom Sublist 

1. Navigate to Customization > Forms > Sublists
2. Click Items tab 
3. Search: Select Cases Associated to an Item
4. Label: Enter Label 
5. Example: Cases 
6. Tab: Select Related Records 
7. Inventory: Enter Checkmark 
8. Click Add
9. Click Save