Description
This is to by creating a new Custom Field from the custom Record Type, where the Field Type =List, List/Record =Transaction , and Record is Parent box must be checked
Solution
- Create Custom Field
- Navigate to Customization > Lists, Records, & Fields > Record Types
- Click Custom Record Type Name
- Example: Custom Record 1
- Click Fields tab
- Click New Field
- Label: Enter Label
- Example: Transaction Lists
- Type: Select List/Record
- List/Record field: Select Transaction
- Record is Parent: Enter Checkmark
- Click Save
2.Create Transaction Saved Search
- Navigate to Reports > Saved Searches > All Saved Searches > New
- Click Transaction
- Search Title: Enter Search Title
- Example: Transaction Search 1
- Click Results tab
Field:
- Select Custom Record 1 Fields…
- Select Transaction List
- Click Add
- Click Save & Run