Display a sublist of a record on specific transaction type (Record is Parent=T)

(e.g. Make Event as Parent record for Sales Order records only).

 

1. Navigate to Customization > Lists, Records, & Fields > CRM Fields > Click New.
2. Enter a value on Label field.
3. Choose List/Record on Type field.
4. Choose Transactions on List/Record field.
5. Mark check on Store Value field.
6. Mark check on Record is Parent.
7. On Applies to > Mark check on Event.
8. On Display > Parent Subtab assigned your preferred subtab.
9. On Sourcing & Filtering > Set Filter Using to Type.
10. Set Value is field to Sales Order.
11. Click Save.