1. Navigate to Lists > Search > Saved Searches > New.
2. Select Type = Transaction.
3. Create the Search > Set Available as Sublist = T.
Label = Quote Sublist from Opportunity
Available as Sublist View = T
Criteria = Type = Quote
Main Line = T
Add other criteria as desired
Results = Add the following:
Opportunity
Document Number (This is the Quote Number)
Type
Name (This is the Customer name)
Available Filter = Opportunity: Internal ID (Number)
4. Click Save.
5. Create the Sublist under Customization > Forms > Sublists
Search = Quote Sublist from Opp
Label = Quote Sublist from Opp
Opportunity = T
6. Click Save.
7. Pull up any Opportunity that has a linking Quote.
Note: If Opportunity #123 has two associated Quotes, then the Sublist should display these two Quotes. The Use Case is for the Customer to be able to add other relevant columns in the Sublist View since the Standard Quote Sublist cannot be customized.
8. Navigate to the Sublist.
It only pulls all Quotes associated to the Opportunity.
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