Parent record section

The second section of the Add Child task properties form is labeled Parent Record. The purpose of the Parent Record section is to identify the record that will be the parent.

The Parent Record section has two radio buttons to specify where the primary record will come from. These radio buttons are labeled:

Workflow Activity: If this radio button is selected, the parent record will be associated with a previously performed workflow task.
Existing Record: If this radio button is selected, then the parent record will be a specified record that exists now.

The selection of one of these radio buttons determines what appears in the Parent Record section.

When the Workflow Activity radio button is selected, below the radio buttons, the Parent Record section has all the fields that are in the Child Record section. The difference between the fields in these sections is that the fields in the Parent Record section are used to select the parent record and the fields in the Child Record section are used to select child records. Because of these similarities, the description of these fields is part of the description of the Child Record section.

If you want the parent record to be part of the application's configuration, you should select the option of using an existing record. When you select the Existing Record radio button, the second section looks like the one in the following figure.

The image is explained in the text. — Figure 1. Add Child properties (existing)

Specify the value for the Module and Object properties so that this task knows what kind of record will be the parent. Then click the Record link to find the specific record you want this task to use.