RE: How to Create Lines on a Custom Record (without it being a Custom Transaction)
I am trying to create a custom record that has lines that can be manually added in the same way you would add items to a sales order. I know you can do this with a custom transaction, however, there’s baggage that comes with it. I don’t need any of the required fields like “Account” or anything accounting related because the record will be non-GL impacting. I just want a 1 to many relationship where the children can be manually added as lines to the parent record. Anyone have an idea how to do this?
I think I figured it out. I actually already did what you suggested. What I didn’t realize is that you have to create and save the parent record first before you can add the children. I guess the parent has to exist first before children can be associated. I thought you could do it all in one shot, but that doesn’t seem to be the case. Is that what you’re getting on your end too?
On my custom record I am actually able to add children before the parent has been saved for the first time.
I am not sure what setting would affect that though.
Isn’t website category a native record, though?
It’s actually not working on my end like I thought. Even after I’ve created/saved the parent, it only gives me a button for new child record creation, which redirects me from the parent to a new child record page. After you create/save the child, then it will associate with the parent. Not what I want. What I see on your screen is what I want. Just can’t figure out how to do that.
Here’s the setup page. Training Event is the parent and Training Attendee is the child.
But you can see when I’m creating a new Training Event, the Attendees subtab doesn’t even appear.
After I’ve saved the Training Event, the Attendees subtab appears, but it only gives me a button to link to a new child record, not a sublist that I can add child records like what you have.
I had a play (and read the help again) and it turns out the preference “Allow Child Record Editing” need to be enabled on the child record, not the parent.
(I’ve edited my answer)
We aren’t using the native website category, due to many limitations it had we had to create custom records.
Ok, so I did what you said and made some progress. I have lines now, but it’s kind of funky. The attendee ID and name fields are both text instead of a list/record field. I’ve also got this weird button that showed up saying, “Show Files from Selected Line Item”. Don’t know what that’s about. You know how I can customize this sublist? What you’re displaying with items is exactly what I’d like this to look like.
Just realized to get extra fields in the sublist I just need to check Show in List on the field setup. Still not sure why at least the attendee ID isn’t a list/record field. I need some way to select existing attendee records or have the option to create a new one, just like how you have items set up. Also, still confused about this button or how I can remove it.