Wednesday, September 26, 2018

Show all subcustomer (Parents, Children, Grandchildren) records on Parent record

When viewing a parent record (e.g. Customer), the Relationships tab > Subcustomers subtab, the list shows only the first level of subcustomer (Child). The subcustomer of the subcustomer (Grandchild) do not show in the list.
 
To show all level of subcustomer on the Parent record, perform the following steps:
 
First part is to create a saved search:
 
 1. Navigate to Lists > Search > Saved Searches > New.

 2. Click Customer
 
 3. Provide a Search Title.
 
 4. Check Public.
 
 5. In the Results tab > Columns subtab, add/remove desired fields.
 
 6. In the Available Filters tab, add Sub of.
 
 7. Click Save.
 
Second part is to create the sublist.
 
 1. Navigate to Customization > Forms > Sublists.
 
 2. Click the Entity tab.
 
 3. In the Search field, select the saved search.
 
 4. Provide a Label.
 
 5. Select the tab (e.g. Relationships).
 
 6. Check Customer.
 
 7. Click Save.
 
To verify, navigate to Lists > Relationships > Customers > View a customer record. Click the tab where the sublist is added.

1 comment:

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