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Sublist within Project (Entity) ability to 'toggle' between Summary and Detail View (Using Saved Sea

edited Jun 2, 2025 2:22PM in Ask A Guru 2 comments

Have I told you how much I appreciate this forum?  Everyone on here is amazing!  Well I have a doosie for you!

OK. 

I have a sublist linked to a saved search within a project under Related Records/Project Committed.  The Saved Search is a Transaction Search of Purchase Orders.  I created the search down to the line level (so accounting could see the G/L codes and reconcile, etc. for non-G/L impacting transactions that would impact the project in the future).

The Ops Manager contacted me and asked to only see the 'summary' version of the report.  1 line for 1 po; instead of multiple lines for each PO (needed for Accounting).

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