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Filtering on a Sublist (Quotes and Campaigns)

edited Jan 8, 2020 3:35AM in SuiteCloud / Customization 2 comments

Hey NS'ers,

We use the Lead Source field on a Quote to enter in a marketing Campaign.

A marketing Campaign may result in multiple quotes. We are attempting to display those Quotes on the campaign.

I created a sublist search (Setup > customization > sublists...CRM) for Quotes, and added a filter on "Lead Source."

When I go to a particular campaign record (that has quotes) it doesn't show them. It just has the filter with double arrows (">>"), basically leaving you to select one.

Anyway it auto-filters based on the campaign record?

We are having the exact same problem with expense reports.

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