Article ID: 6767

Creating Specified Relations

Creating a Specified Relation from a Main Record List

Take the following steps to create a specified relation from a main record list:

  1. Open a record list.
  2. Click the Create New button in the Task Panel.
  3. Select the Type of Record.
  4. Select Specified Relation - Add New Record.
  5. Select the Relationship type from the drop-down list.
  6. Click OK.
  7. Fill out the record.
  8. Click Save & Close.

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Creating a Specified Relation Using the Drag and Drop Method

Take the following steps to create a specified relation using the drag and drop method:

  1. Open two record lists.
  2. Click Window on the menu bar and select Tile Windows.
  3. Highlight the record from the first record list.
  4. Drag the record over to the second record list and release the button on the record you want to create a specified relation for to open the Create Specified Relationship window.
  5. Select the Relationship type.
  6. Click OK to close the Create Specified Relationship window.

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Creating a Specified Relation from the Record Form

Take the following steps to create a specified relation from the record form:

  1. Open a record form.
  2. Click Related.
  3. Click Add Icon to open the Add New Related Record or Related to Existing Record window.
  4. Select the Type of Record.
  5. Select the radio button for either:
    • Specified Relation - Add New Record
    • Specified Relation - Use Existing Record
  6. Select the Relationship type from the drop-down list.
  7. Click OK to close the Add New Related Record or Related to Existing Record window.
  8. Complete the record.
  9. Click Save & Close for Specified Relation - Add New Record or tag one or more of the records in the Record List and click OK for Specified Relation - Use Existing Record.

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