Showing Groups on Member Item Records

You can add a custom subtab on item records that shows the groups that item is a member of.

To apply a custom sublist to a standard item record:

1. Create a saved search for the information you want to show. The results of this search should include the information you want to show on your sublist.

   1. Go to Lists > Search > Saved Search > New.

   2. On the New Saved Search page, click Item.

   3. On the Saved Item Search page, click the Available Filters subtab.

   4. In the Filter column, select Component Item.

   5. Click Add.

   6. In the header, check Available as a Sublist View.

   7. Enter a Search Title.

   8. Click Save.

2. Apply the sublist to item records.

   1. Go to Customization > Forms > Sublists.

   2. Click the Item subtab.

   3. In the Custom Sublists page Search column, select the saved search that you created in step 1.

      

   4. Enter a label for this sublist, such as Groups.

   5. In the Tab column, select the subtab you want this sublist to appear on, such as Inventory.

   6. Select the record you want this sublist to appear on, such as Inventory.

      This sublist shows on the standard and custom forms of the types you select.

   7. Click Add.

   8. Click Save.

The search results appear on the records you selected. Based on the suggestions in the preceding steps, you can view the record of an inventory item. Click Inventory > Groups to see which groups the item is a member of.

Related Topics

Item Groups

General Notices