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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Adding a list view to an Opportunity Form from a Custom Record...
How do you add in a list view into a Custom Transaction Form from a Custom Record?
I have created a custom record, along with it own form to do status reports on active opportunities. I have set Opportunity to be the parent record for this custom record but cant seem to figure out how to display a list view of this custom record on the Opportunity through it's preferred Form. Any help/ideas are appreciated. Thanks in Advance.
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