Expense Report as Related Record on Project Record

Show the Expense Report as a Related Record on the Project Record.

Solution

1. Create a Custom Transaction Body Field
   • Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New
   • Label: Input Related Project
   • Type: Select List/Record
   • List/Record: Select Project
   • Click Save
2. Customize the Expense Report Form
   • Navigate to Transactions > Employees > Enter Expense Reports 
   • Hover over Customize > click Customize Form 
   • Click Move Elements Between Subtabs button 
   • Click Custom tab 
   • Related Project Select: Enter Checkmark
   • Related Record Subtab: Select Expenses or any desired subtab 
   • Click Save on the Move Transaction Form Elements page 
   • Click Save on the Custom Transaction Form page
3. Test and Set up Project for an existing Expense Report
4. Create an Expense Report Saved Search to be used on the sublist
   • Navigate to Lists > Search > Saved Searches > New
   • Click the record type that you want to display in the custom sublist
   1. Note: The results of this search should include the information you want to show on your sublist.
   • Label: Input Label
   • Set the Criteria for search
   • Click Available Filters tab
   • Add at least one available filter to the search
   1. Note: Ensure that the first filter listed is a List/Record type. Otherwise, the saved search is not available to assign as a sublist. User can only attach a saved search as a sublist if the search has at least one available filter. The sublist shown is filtered by the first filter listed on the saved search. Be sure that the search and the filter both apply to the record you are attaching the sublist to.
   • Click Save
     • Note: For more information about creating a saved search for a sublist, you may refer to answer ID: 48803.
5. Create Custom Sublist
   • Navigate to Customization > Forms > Sublist
   • Click Entity tab
   • Search: Select the saved search created
   • Label: Enter Project Expense
   • Tab: Select Related Records
   • Job: Enter Checkmark
   • Click Save
     • Note: After following the steps, open a project record and navigate to Related Record subtab and look for the Project Expense sublist.