User creates a custom record saved search to be used as a sublist. The custom record search is not available as a sublist. The behavior is reproducible by following the steps below:
1. Navigate to Customization > Lists, Records, & Fields > Record Types > New.
2. Fill in the necessary information with "Include Name Field" = F
3. Save as CustRecord
4. Navigate to Customization > Lists, Records, & Fields > Record Types > CustRecord : Edit
5. Add the fields with following:
5.1. Field1
5.1.a. Type = List/Record
- List/Record = Customer
5.1.b. Store Value = T
5.1.c. Parent Record = T
5.1.d. Show in List = T
5.1.e. Display Tab
- Parent Subtab = Relationships
5.2. Field2
5.2.a. Type = Free Form Text
5.2.b. Store Value = F
5.2.c. Show in List = T
5.2.d. Sourcing and Filtering Tab
- Source List = Field 1
- Source Field = Contact ( or any field )
5.3. Field3
5.3.a. Type = Free Form Text
5.3.b. Store Value = T
5.3.c. Show in List = F
6. Save
7. Navigate to Lists > Search > Saved Searches > New.
8. Choose Type = CustRecord
9. Use the following information:
9.1. Results
9.1.a. Sort By = Date Created ( or preferred field )
9.1.b. Output type = Normal
9.1.c. Columns
- Field1 : Summary Type = Count
- Field2
- Field3
- Date Created : Summary Type = Group
9.2. Available Filters
9.2.a. Field2 : Show in Footer = T
10. Save as CustRecord Search.
11. Navigate to Customization > Forms > Sublists > New.
12. Navigate to Entity, click on search column dropdown.
13. Notice that CustRecord Search is not available on the list of available saved searches.
Note: The behaviour is caused by the available filters field. If the store value of the field/s has been set to False/No. The field cannot be used for available filters since its value is sourced from another field. The available filters tab should hold a custom record field which has a store value or True/Yes.
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