Creating a New Record and Linking it to an Existing Record

In the Record Manager, you can create a new record and link it to the root record. The following instructions provide details on performing this task.

To create a new record in the record hierarchy and link it the root record:

  1. Open the record that you want to use as the root record.

  2. In the record hierarchy, right-click the family that you want to use for creating the new record.

  3. On the shortcut menu, click Create a new record and link to root entity.

A blank record appears in the Record Manager workspace, and a child record <empty> appears in the record hierarchy under the family that you selected.

  1. On the datasheet, complete the desired information.

  2. Click the Save icon.

The record is saved to the database. In the record hierarchy, the name of the record is updated with the Record ID of the new record.

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