Issue:
Custom sublist data is not visible on transaction records, even though the sublist is correctly defined and linked.
Cause:
- The custom sublist is not properly configured or added to the form.
- Data is not saved correctly in the custom sublist due to missing field mappings or scripts.
- Permissions for the custom record or fields in the sublist are restricted.
Solution:
- Verify Sublist Configuration:
- Navigate to Customization > Lists, Records, & Fields > Sublists.
- Ensure the sublist is linked to the correct record type and configured to display the relevant fields.
- Check the Custom Record Permissions:
- Navigate to Setup > Users/Roles > Manage Roles.
- Ensure the role has the necessary View, Create, or Edit permissions for the custom record.
- Add Sublist to the Form:
- Go to Customization > Forms > [Record Type] Forms.
- Edit the form and ensure the custom sublist is added under the desired tab or section.
- Save the form and test the visibility of the sublist.
- Ensure Data Mapping:
- If the sublist is sourced dynamically via a script, ensure the data mapping logic is correct in the script.
- Example in SuiteScript:
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var sublist = record.getSublist({ sublistId: 'customsublist' });
sublist.setValue({ fieldId: 'field_id', value: 'data_value' });
- Debug Sublist Visibility:
- Use SuiteScript to log the sublist data during record load:
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var sublistData = record.getSublistValue({ sublistId: 'customsublist', fieldId: 'field_id', line: 0 });
log.debug('Sublist Data', sublistData);
- Check for Client-Side Customizations:
- Verify if client scripts or workflows are overriding sublist data or visibility on the record. Disable and test again.
Example Scenario:
A custom sublist for tracking related projects on sales orders is missing:
- Ensure the sublist is linked to the sales order record type.
- Check that the “Related Projects” custom record has permissions enabled for all roles accessing the sales order.
- Add the sublist to the Sales Order form and test with different roles.
Notes:
- Custom sublists may not appear if their parent custom record does not meet the record ownership or access criteria.
- Refresh form metadata or clear cache after making sublist configuration changes to ensure they reflect immediately.