Linked Records

From the Linked Records tab, you can link data records to and unlink data records from the attachment.

Available operations:

• View data records linked to the attachment
  • Columns available
    • Data Type – Data type of the linked data record
    • Name – Name of the linked data record
• View the properties of linked data records by clicking the hyperlink of the Name field
• Link data records to the attachment
• Unlink data records from the attachment by selecting a data record (row) and clicking the Unlink Record button on the toolbar
• You can also change the number of visible rows in the table, set column visibility, export to CSV or Excel, refresh the table and search for text

Link Records

From the Linked Records tab, you can link data records to the attachment. To link:

1. Click the Link Records button to bring up the Link Records to Attachment dialog
   
2. Select a data type to filter the Link Records drop down (required)
   1. Once a data type is selected the Link Records drop down will become available (ungrayed)
3. Select data records from the Link Records drop down to link to the attachment (required) and then click the Link button. Click the Close button to cancel the operation.

Unlink Records

From the Linked Records tab, you can unlink data records from the attachment. To unlink:

1. Select a data record (row) to unlink. Only one data record can be unlinked at a time.
   
2. Click the Unlink Record button on the toolbar
   
   1. The unlink button is grayed out unless a data record (row) is selected
      
      
   2. The unlink function is only available to users in the Administrator and Regular User security groups
3. Click the Unlink button to confirm the unlink operation. Click the Cancel button to cancel the operation.