4.4.2.1. Relating a New Record

To create and relate a new record, first open the record’s overview, then click the Add button next to the category of record you would like to relate.

This will open a dropdown allowing you to either relate an existing record, or a new one. Click Add new, which will open a form allowing you to create a new record.

Once you have clicked Save, the new record will be created and then linked with your current record.

Now you can click on the downward arrow for the related record category, and your related record will be present, indicating that they are now related.

The new record will also appear as expected in the appropriate item list.

*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.