I. Create a Custom Record Type - A which serves as the Parent.
1. Navigate to Customization > Lists, Records, & Fields > Record Types > New.
2. Give it a name (e.g. Custom Record Type - A)
3. Make sure that the following options below are CHECKED and leave the rest marked by default.
• Include Name Field.
• Allow Inline Editing.
• Allow Delete.
4. On the Subtabs tab, enter a name for the tab where you want to place your custom column field (e.g Custom Subtab)
5. Click Save.
II. Create another Custom Record Type - B which serves as the Child
1. Navigate to Customization > Lists, Records, & Fields > Record Types > New.
2. Give it a name (e.g. Custom Record Type - B)
3. Make sure to follow the options below and leave the rest marked by default.
• INCLUDE NAME FIELD = Unchecked
• ALLOW INLINE EDITING = Checked
• ALLOW DELETE = Checked
Note: ALLOW CHILD RECORD EDITING = Checked. (This will allow records of this type to be edited directly when they display as children in a sublist on a parent record.)
4. Click Save.
5. On the Fields tab, click New Field.
5.1. Create a custom field which is a List/Record of the custom record type created in Steps I and set Record is Parent= Check.
a. Give it a name (e.g. Custom Field - List/Record= Parent)
b. Type= List/Record.
c. List/Record= XXX
where XXX is the custom record type created in Steps I.
d. Record is Parent= Checked.
e. On the Display tab, set Parent Subtab= YYY.
where YYY is the custom subtab created in Steps I number 4.
f. Click Save.
Note: Create another set of custom fields which would serve as custom column fields on the custom record type.
5.2. Create a custom field which is a List/Record of Items.
a. Give it a name (e.g. Item Name/Number).
b. Type= List/Record.
c. List/Record= Item.
d. Store Value= Checked.
e. Show In List= Checked.
f. Click Save.
5.3. Create a custom field which serves as your quantity field.
a. Give it a name (e.g. Quantity).
b. Type= Decimal Number.
c. Store Value= Checked.
d. Show In List= Checked.
e Click Save.
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