There is a requirement to create a subtab in a Custom Record that replicates the Contact subtab in entity Records. In this subtab, users must have the ability to add new contacts applied in the Custom Record entry. To do this, kindly follow the steps below:
1. Edit the Custom Record
2. Create a Custom Subtab in the Custom Record
3. Click Save
4. Create a Custom Field for the Contact Record
5. Enter Name of the Custom Field
6. Type: Select List/Record
7. List/Record: Select the Custom Record
8. Record is Parent: Enter Checkmark
9. Click Display
10. Parent Subtab: Select the Custom subtab created in the Custom Record
11. Click Save
After doing the steps above, the Custom Record will now have the same functionality as the Contacts for Customers and other Records.
Have any questions about Custom Records? Let us know by replying to this discussion.
