How to Display a Custom List of Items in Transactions

To display a custom list (such as an item search result) in the items sublist of a transaction record, you can achieve this by linking the saved search to the item filter field in a custom transaction form.

Default Item List:

1. Create and save an item search.
2. Add the saved search to the item filter field under the sublist fields section of any custom transaction form.
3. Now, only the results from the item search will be displayed.