Linked Records | On-Premises APM

About Linking Records

Linking records makes data from related items more readily available to you from an open record. You can create links between records in two ways:

You can link an existing record to a record that already exists in the database provided that the family of the record is not excluded from Search.
You can link an existing record to a new record that you create for the purpose of linking.

Access Record Manager by accessing the record that you want to link to another record.
In the Record Explorer, select a related family in the hierarchy and find the record that you want to link to the root record.

Note: The related family must not be excluded from Search.
Beside the family of the record you want to access, select , and then select Link Existing Record.

The Search window appears, displaying a list of entities of the family.
In the drop-down list boxes, select the required options to filter the entities from the list.

-or-

In the text box, enter the name of the family or entity that you want to search, and then select .
Select the record that you want to link, and then select OK.

The records are linked.

Access Record Manager.
In the Record Explorer pane, select a related family to expand it, and then select the record that you want to make the new root record.

The datasheet of the record appears in the Record Manager workspace.
Select .

In the Record Explorer, the record becomes the new root record.

Access Record Manager, selecting the record that you want to unlink.

The datasheet for the record appears.
Select , and then select Unlink this record.

A confirmation message appears, asking if you really want to remove the link.
Select Yes.

The record link is removed, but the record is still available in the APM database.