How to add matrix subitems to a parent matrix item

To add items to a matrix:

1. Go to Lists > Accounting > Items.
2. Click Edit next to the parent item to which you want to add items.
3. Click the Matrix tab and then review the lists of available values for each matrix option.
4. Select option values that you want to be available as subitems of the parent item.
   • If a value you want to add for a matrix option is listed, select it.
   • If a value you want to add is not listed, go to Customization> Lists, Records & Fields > Lists> New. Create a new value by entering a name and abbreviation for it. Click Save to add the new value to the custom list for that matrix option.
   • Pre-existing values must remain selected to avoid an error.
5. Click Add Items in the Actions list.
6. On the Add Matrix Items page, in the Include column, clear the boxes for any subitems you do not want to add.
7. Click Submit.