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.

Rookie Asked on December 5, 2019 in Projects.
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1 Answer(s)

Hi CarlosRoman,

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.


Beginner Answered on December 5, 2019.


I did it on the search as I understood it should be:

RE: Related Records on Projects

Thanks for your help!


Best regards,


on December 5, 2019.
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