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.
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.