Saturday, May 11, 2019

Custom Sublist is Not Available to Other Users


  • User A created a custom sublist for customer records via Customization > Forms > Sublists
  • User A confirms the sublist is working as he views some random customer records
  • All other users including those with Administrator role cannot see the sublist when viewing the same records viewed by User A

To ensure other users are able to view the custom sublist, the saved search used by the sublist must be set to Public. To do this:

1. Log in as Administrator.

2. Locate the saved search either through Global Search or through Lists > Search > Saved Searches.

3. Edit the saved search.

4. Mark the Public checkbox.

5. Click Save.

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