Hi There I have created the following custom transaction body field This is how it appears on the parent record (the support case): * How do I change the filters that appear on the parent record? i.e. Changing 'Billing Status'; 'Type' and 'Transaction' * What controls the options that are available in these filters? For example, the type field has all transaction types. I want this to only have credit memos * Related to 2., how do I change the contents of the transactions filter (2. in the screenshot above) so that it only shows transactions related to the same company as that on the support case (on which this list appears Thanks

Hello @Vernita, As per my testing, the Preferred Sublist View will be applied in Case record, but not the other records. I have tested this in the Transaction sublist of Customer record and it defaulted to another Sublist view. Limiting the selection in the Transaction field is not possible as well since it is hard-coded in the sublist. Let me know if you have further questions.

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Filters on a custom transaction body field

Vernita

Hi There

I have created the following custom transaction body field

This is how it appears on the parent record (the support case):

How do I change the filters that appear on the parent record? i.e. Changing 'Billing Status'; 'Type' and 'Transaction'
What controls the options that are available in these filters? For example, the type field has all transaction types. I want this to only have credit memos
Related to 2., how do I change the contents of the transactions filter (2. in the screenshot above) so that it only shows transactions related to the same company as that on the support case (on which this list appears

Thanks

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