Defining a Parent-Child Relationship from a Custom Record Type Page

This topic describes how to define parent and child records using the New Field configuration page from a custom record type page. For a general overview of establishing parent-child relationships, see Establishing a Parent-Child Relationship.

To define parent-child records:

  1. Create a custom child record as described in Creating Custom Record Types.

  2. On the Fields subtab, to define the parent record, click New Field.

    Example child record highlighting the New Field button
  3. Complete the following steps:

    1. In the Label field, enter a field name.

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

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

    4. Check the Record is Parent box.

    The record entered in the List/Record field becomes the parent record of the child record. If applicable, you can define multiple custom fields for multiple child records related to the parent record.

Related Topics

General Notices