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Custom child sublist on a parent form with full functionality.

edited Jun 2, 2025 2:44PM in Ask A Guru 3 comments

I have a parent custom record called Budget. I have a child custom record called Budget Lines. I am using the standard record Project. Budget is a child of Project and Budget Lines is a child of Budget.

I want to have a sublist on the Project record display its children but I need to be able to filter them by "current" and I need to be able to sort them in a specific order so they appear correctly to a user. I can assume the records will always be inserted in the correct order.

I have the Budget form configured with the child records (budget lines). I am able to display on the project record the saved search results which filters to the current budget and sorts in the order I want.

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