Creating a Saved Search for a Custom Sublist
This topic describes how to create a saved search for a custom sublist. For general information about saved searches for custom sublists, see Saved Searches for Custom Sublists
To create a saved search:
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Go to Reports > Saved Searches > New Saved Search. Click the record type you want to display in the custom sublist.
The results of this search should include the information you want to show on your sublist.
For information about creating saved searches, see Defining a Saved Search.
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Enter a name for the search.
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Set criteria for the search.
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On the Available Filters subtab, add at least one available filter to the search, and ensure that the first filter listed is a List/Record type. Otherwise, the saved search can't be used as a sublist.
You can attach a saved search as a sublist only if the search has at least one available filter. The sublist shown is filtered by the first filter listed on the saved search. Ensure the search and filter both apply to the record you're attaching the sublist to.
For information about setting available filters, see Selecting Available Filters for Saved Searches.
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Click Save.