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Show Vendor Bill also under the sublist Transactions on Case
We would like to show the Vendor Bill also under the sublist Transactions on Case.
On a Case there is a tabs for Related Records which is showing all the transactions linked to that record.
In our example we see that the PO, SO and Invoice are linked but not the Vendor Bill although that is also a transaction.
I have created a new sublist Saved Search and added that to the Case record.
The sublist ‘Sublist - Related Transaction Case’ is created and added.
As available filter I have added: Case : Internal ID and on the Vendor Bill there is a custom field to also link the Case.