Link Cases to a Transaction Form

I. Create a custom field in the Case record to display a list of transaction records.
1. Navigate to Setup > Customization > CRM Fields > New.
2. Provide a Label.
3. Set Type = List/Record.
4. Set List/Record = Transaction.
5. In the Applies to tab, check Case.
6. In the Display tab, set Subtab = Main.
7. In the Sourcing & Filtering tab, set Filter Using = Type then Value is = select all the transactions users need to list in the field.
8. Click Save.

II. Create a Case Saved Search.
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Case.
3. Leave the Criteria tab blank.
4. Set the columns users need to see in the Results tab.
5. In the Available Filters tab, add the Custom Field created in step I.
6. Check Show in Footer.
7. Check Public.
8. Check Available as Sublist View.
9. Click Save.

III. Display the Saved Search in the Transaction form.
1. Navigate to Customization > Forms > Sublists.
2. In the Transactions tab, select the search we have created in the Search field.
3. Provide a Label.
4. Check the Transaction records where the sublist needs to be displayed.
5. Select the Tab where the search will be displayed in the record.
Note: If no tab is selected, the search will be displayed in the Custom tab. If the a separate tab is needed, navigate to Customization > Forms > Subtabs > Transactions to create a new custom subtab.