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.

To link records to share common data:
  1. Start the Designer.
  2. In the Schema Repository Explorer view, expand the Record Types folder in your schema and then double-click on a record type.
    The record type editor opens.
  3. Click the Fields tab to view the Record Fields grid.
  4. Create a new field and select REFERENCE or REFERENCE_LIST as its type.
  5. Right-click the new field and select Show Properties.
  6. On the properties page, select the record type from the Reference To list.

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.