RE: Related Records on Projects
Hello! has anyone used this solution: Expense Report as Related Record on Project Record
Published 10/01/2018 02:47 AM | Updated 08/28/2019 05:18 PM | Answer Id: 79246.?
I´ve followed it step by step but even though the related records shows the Expense reports tab, it doesn´t show the expense reports related and the search does shows all the expense reports.
Have you correctly followed the step 4
4. On the Available Filters subtab, add at least one available filter to the search, and ensure that the first filter listed is a List/Record type. Otherwise, the saved search is not available to assign as a sublist.
Please share screenshots if you need any help.