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Custom Segment creation - unable to add SubTabs or SubLists to the form

edited Jun 2, 2025 2:28PM in Ask A Guru 3 comments

Hi Gurus,

I have created a custom record to capture information from our in house project management system.

There are a few issues when bringing information into saved searches to show information seen on a standard form (Sales orders, journals, invoices, revenue arrangements etc.

(Need to manualy add the recird id to the records to ensure they show)


The advice i have been given is to create the record as a custom segment, but i am unable to find a way of adding Sub Tabs and Sub Lists to the form.


Is there a way of doing this i may be missing?

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