4.1.11. Add a related Record

When editing a record of a type that has a relationship with another Record Type configured you can create a new item directly from the Record View. Click the ‘+’ symbol in the relevant Related Records section. This action allows you to relate an existing record or to create a new one.

Enter the first 3 characters or the record name or title you wish to add. If one or more matching record exist they will be shown below:

Select the appropriate item. This will now show as a related record in the Related Records section:

If there is no accurate match select ‘Add New’:

A modal dialog opens. Enter the required information and select ‘Save’.

*If the related records list for that category is empty before you relate the item, the item you relate will be marked as the Primary item.