June 2018
Beginner to intermediate
360 pages
8h 9m
English
The Available as Sublist view enables us to use our saved search skills to help users filter data on sublists. A sublist is similar to a list but appears in the tabs in a specific record:

Take the transactions sublist of a customer record as an example and assume that the accountant wants to view a specific field when looking at that view because clicking on each transaction to find that data is time-consuming and frustrating. Click the Customize button on the sublist and add that field to the results or even add a field to the available filters which will allow the user to toggle the data in ...
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