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Know how to create a sub list on specific transaction type

  1. Go to Setup > Customization > CRM Fields > Click New.
  2. Enter a value on Label field.
  3. Choose List/Record on Type field.
  4. Choose Transactions on List/Record field.
  5. Check on Store Value field.
  6. Check on Record is Parent.
  7. On Applies to > check on Event.
  8. On Display > Parent Subtab assigned your preferred subtab.
  9. On Sourcing & Filtering > Set Filter Using to Type.
  10. Set Value is field to Sales Order.
  11. Click Save.