Related Records

The Related Records tab is displayed on the View Secondary Data page when a data record is defined as a data column for a data record. In the example below, the Location data type was defined as a data column on the Computer data type. The Related Computer tab is displayed on the View Location page.

Available operations:

• View data records related to the data record
  • Separate tabs will be available for each data type related to the data record
    NOTE: Data types (tabs) are not displayed until there is at lease one related data record (e.g., Computers in London).
  • Columns available depend on what is defined for each data type
• View the properties of related data records by clicking the hyperlink of the Name field
• Edit related data records by selecting a record (row) and clicking the Edit Record button on the toolbar
• Edit related data records in bulk by clicking the Bulk Edit button on the toolbar
• Apply advanced search criteria to the view by clicking the Advanced Search button on the toolbar
• Relate data records to the data record
• Unlink related data records from the data record by selecting one or more records (rows) and clicking the Unlink Related Record button on the toolbar
  • Select all records (rows) on the page by clicking the Select All button on the toolbar
  • Deselect all records (rows) on the page by clicking the Deselect All button on the toolbar
• Assign related data records to a wave
  • Select all records (rows) on the page by clicking the Select All button on the toolbar
  • Deselect all records (rows) on the page by clicking the Deselect All 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

NOTE: Available filter values are based on the data in the table and other applied filters.

Edit Records

From the Related Records tab, you can edit the properties of data records related to the data record. To edit:

1. Select a record (row) to edit
   
2. Click the Edit Record button on the toolbar to bring up the Edit Record dialog
   
   1. The edit button is grayed out unless a record (row) is selected
      
      
   2. The edit function is only available to users in the Administrator and Regular User security groups
3. Edit the properties of the data record
   
   1. Name – Name of the data record (required)
   2. Data Type Specific Columns – Columns specific to the data type
      NOTE: Lookups with a large number of items will be converted from a normal drop down menu to a dialog.
   3. Click the icon to create a new value in a lookup data column
4. Click the Update button when finished to update the data record. Click the Close button to cancel the operation.

Bulk Edit

Relate Records

From the Related Records tab, you can relate data records to the data record. To relate:

1. Click the Relate Records button to bring up the Relate Records to Record dialog
   
   1. The relate function is only available to users in the Administrator and Regular User security groups
2. Select the data type to relate to from the Data Type Filter drop down, select the column to relate to from the Relate Records to Column drop down (not shown), select data records from the Relate Records drop down and then click the Relate button. Click the Close button to cancel the operation. If there are alias columns on the related data record, multiple selections may be available from the Relate Records to Column drop down (not shown).
   

Unlink Related Records

From the Related Records tab, you can unlink related data records from the data record. To unlink:

1. Select one or more records (rows) to unlink
   
2. Click the Unlink Related Records button on the toolbar
   
   1. The unlink button is grayed out unless a record (row) is selected
      
      
   2. The unlink function is only available to users in the Administrator and Regular User security groups
3. Select the column to unrelate from the Unlink from column drop down (not shown) and then click the Unlink button to confirm the unlink operation. Click the Cancel button to cancel the operation.
   

Assign Related Records to Wave

From the Related Records tab, you can assign data records to a wave. To assign:

1. Select one or more records (rows) to assign to a wave
   
2. Click the Assign Records to Wave button on the toolbar to bring up the Assign Records to Wave dialog
   
   1. The assign button is grayed out unless a record (row) is selected
      
      
   2. The assign function is only available to users in the Administrator and Regular User security groups
3. Select waves from the Waves drop down and then click the Assign button. Click the Close button to cancel the operation.