Create a Custom Sublist that Shows Associated Cases on Item Records

To create a custom Sublist for Cases that appear on Item records, follow these steps:

1. Create a Case Saved Search:

a. Navigate to Lists > Search > Saved Searches > New.

b. Search Type=Case.

c. Enter Search Title.

d. Mark the boxes for Available as List View and Available as Sublist View.

e. On the Criteria tab, add the filter:

Item Fields... Name (Internal) = is not empty

f. On the Results tab, add preferred case fields that appear on the sublist.

g. On the Available Filters tab, add the Filter=Item.

h. Save & Run.

2. Create a Custom Sublist:

a. Navigate to Customization > Forms > Sublists.

b. Click on the Item subtab.

c. Under Search, select the saved search that was created from the previous step.

d. Enter Label.

e. Select the tab where the sublist appear on the Item record.

f. Mark the boxes for Inventory, Non-Inventory, Service..etc.

g. Click on Add then Save.

To check if the sublist now appears on Item records, open one Item with Cases associated to it and navigate to the tab where user applied the Sublist to, this should then show user a list of Cases that are associated to that Item record.