Linking records to share common data

You can use fields to link records of the same type or of different types. You can link records to share common data.

About this task

To link records to share common data:

Procedure

  1. Start the Designer.
  2. Double-click Fields for a record type to display the Fields grid for the record type.
  3. Create a new field and select REFERENCE or REFERENCE_LIST as its type.
  4. Right-click the new field and select Field Properties.
  5. In the Field Properties window, select the record type from the Reference To list.

Results

To make the field available to users, add the field to the record form. Use a parent-child control with a REFERENCE_LIST field type. For more information, see Working with form controls.

Parent topic: Working with fields