Defining a Parent-Child Relationship Using the Custom Field Configuration Page

To define the parent-child relationship

1. Create or open a custom field. For more information, see Creating a Custom Field.

   1. Select a field type of List/Record or Multiple Select.

   2. In the List/Record field, select a record type.

   3. Check the Parent is Record box.

   

   The record entered in the List/Record field is the parent record.

2. To define the child record, complete the following steps:

   1. Select the Applies To subtab.

   2. Check the box next to the child record. If applicable, you can select multiple records as child records.

      

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