Know how to create a sub list on specific transaction type

Posted by CuriousRubik on 04 Aug, 2014

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

Topics: Customization

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