[anton8359]

Hey, for my company we'd like to track Certifications for Entry forms such as Employees, Vendors/Partners, and possibly Customers

I'd like to create a separate tab for 'Certifications' within the forms

I know how to create a tab and a list for certifications , but how could I create columns that you'd enter unique dates (certified/expiration) associated uniquely with each certification chosen on list?

Somewhat like adding items on opportunity / sales orders / purchase orders but for Employees and Vendors
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[robert.paulson]

Hi anton8359,

I would suggest creating a custom record for your certifications which could then be added to a subtab on employee and vendor records:

1) You can start by creating a custom list for your certifications

2) Create a customer record to hold the certification information (i.e. Certifications)

3) On your custom record, create list/record type fields sourcing your certification list, employees, vendors and date fields to hold the start date and expiry date

4) Create a saved search on your custom record

5) Create a subtab (applied to vendors and employee records) and a sublist to hold the saved search

On the vendor and employee records, the sublist will display the list of certifications related to the current vendor/employee

Hope this helps !

[Author]

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