Link to Other Records

You can access records by linking to them from the Find Tool results list or from a record’s workform. You can also create a new linked record from a workform. Use one of the following methods to link to another record.

• From the workform’s menu bar - Select Links and select the type of record to see existing links.
• From the workform’s menu bar - Select Tools > Create record type. This creates a new linked record.
• From the workform’s Line Items view - Right-click the line item, and select Links from the context menu.
• From the Find Tool results list - Right-click the record, and select Links from the context menu.

The following example shows linking from the Find Tool.