Create a Linked Record from a Workform

For some record types, you can create a record that is linked to the record displayed in an open workform. When records are linked, you can easily access one from the other.

To create a new record that is linked to the displayed record:

1. Use the Polaris Find Tool to search for and select the record. See Doing a Basic Search. The record is displayed in the appropriate workform.
2. From the workform menu bar, select Tools > Create [record type].
3. Enter information in the fields in the workform.
4. Select File > Save. A message in the status bar indicates the record was saved.