Linked Records

The Linked Record tab provides the ability to manage linked data records.

Available operations:

• View data records linked to the data record
  • Separate tabs will be available for each data type linked to the data record
  • Columns available depend on what is defined for each data type
• View the properties of linked data records clicking the hyperlink of the Name field
• Edit linked data records by selecting a record (row) and clicking the Edit Record button on the toolbar
• Edit linked 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
• Link data records to the data record
• Unlink data records from the data record by selecting one or more record (rows) and clicking the Unlink Records 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
• Unlink all data records of a specific data type from the data record
• Assign linked 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

Edit Record

From the Linked Records tab, you can edit the properties of the data records linked 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

Link Records

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

1. Click the Link Records button to bring up the Link Records to Record dialog
   
   1. The link function is only available to users in the Administrator and Regular User security groups
2. Select the data type that you want to add from the Data Type Filter drop down, select data records from the Link Records drop down 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 data record. To unlink:

1. Select one or more records (rows) to unlink
   
2. Click the Unlink 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. Click the Unlink button to confirm the unlink operation. Click the Cancel button to cancel the operation.
   

Unlink Records by Data Type

From the Linked Records tab, you can unlink data records by data type from the data record. To unlink:

1. Click the Unlink by Data Type button to bring up the Unlink all Records from Record by Data Type dialog
   
   1. The unlink function is only available to users in the Administrator and Regular User security groups
2. Select the data type that you want to unlink from the Data Type Filter drop down and then click the Unlink button. Click the Close button to cancel the operation.
   

Assign Linked Records to Wave

From the Linked 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 the waves that you want to assign to from the Waves drop down and then click the Assign button. Click the Close button to cancel the operation.