How to create a table within a subtab in a Custom Record Type.

I created a Custom Record named Proforma Invoice, and added custom fields for it. My problem is with the Subtabs where I wanted to replicate what a Sales Order Entry Form has in its Items Subtab, with the intention of filling in some items that would eventually carry over to a Sales Order.

Would anyone know how to go about this? What I would want to know is how to create this “table” where the end-user could enter an Item and the other columns would just source their data based from the entry’s record. Thanks.

Rookie Asked on July 14, 2020 in Other.
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To achieve this, you’ll need an additional custom record for the child items and for those children you’d use sourcing to set one field based on another.

These articles should help:

And I’d be happy to assist further if you could share some further details, e.g. some of the columns, how they’re related, etc.



Intermediate Answered on July 14, 2020.
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