Make Custom Record a Child of a Transaction Record

There are cases wherein users need to make a Custom Record Type a child of a Transaction Record. In order to achieve this, a field with List/Record type must be created with the Record is Parent checkbox marked.

  • Navigate to Customization > Lists, Records, & Fields > Record Types
  • Custom Record Type: Click Edit
  • Click Fields
  • Click New Field
  • Label: Enter Label
  • Type: Select List/Record
  • List/Record: Select Transaction
  • Store Value: Enter Checkmark
  • Record Is Parent: Enter Checkmark

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