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May 16, 2016 at 12:05 am #2767
ryan.austriaI am customizing a “Record” and I would like to add the record list on a certain custom tab on an entity record.
I want to add this Loyalty Points List under Loyalty Points tab.
I would the the record list to be shown just like :
Any suggestion or assistance will be highly appreciated. Thank you!
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May 16, 2016 at 12:57 am #2768
j.jthere are two ways of doing this –
a. you can directly make loyalty points as child of entity – recommended as loyalty points are never orphans but child of Customers/Partners
NetSuite will then automatically show these as tab and list all loyalties underneath
b. you can create a sublist and add under a subtab – steps listed below :
You can add a custom sublist to any transaction or entry form, including forms for custom record types. Custom sublists present information related to the record you are viewing, based on results from a selected saved search of the form record type or a related record type. The following are examples:You could attach a customers sublist on customer records that lists other customers with the same sales rep, based on a customers search with a filter of Sales Rep.
You could attach an employees sublist on employee records listing other employees with the same supervisor, based on an employees search with a filter of Supervisor.
You could attach a transactions sublist on customer records listing transactions for that customer, based on a transactions search with a filter of customer name.
The creation of custom sublists is controlled by the Custom Sublists permission. You can assign this permission to a custom role on the Setup subtab of the role record. -
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