Key Requirement:
- A saved search must have at least one List/Record type field defined as an Available Filter for it to be used in a custom sublist.
Filter Functionality:
- The first filter on the Available Filters subtab is used to join the saved search results with the form record.
- This filter must:
- Be of List/Record type (e.g., dropdown list fields).
- Match logically with the record displayed on the form.
Filter Examples:
- A Customer record form can use the Name field in a transactions saved search to filter and display only that customer’s transactions.
- The Location field can be used to filter a customer’s transactions by location.
Restrictions:
- Fields like checkboxes, constants, dates, or numeric fields cannot be used as available filters.
- Illogical filters (e.g., Type in a transactions search on a customer record) result in blank sublists.
Saved Search Configuration for Custom Sublists:
- Create a saved search for the record type you want to display.
- Add at least one available filter, ensuring the first filter is a List/Record type.
- The saved search and filter must both align with the record to which the sublist is being attached.
Steps to Create:
- Go to Reports > Saved Searches > New Saved Search.
- Select the record type, define results, set criteria, and configure available filters.
- Save the search and attach it as a custom sublist.