To add linked records to the main form or line item tab:
- Open a BP record. If you are adding a linked record to a line item tab, select the line item tab and select a line item.
- Select the Linked Records tab on the right pane.
- Click Add
. The Add Records page is displayed. - From the Select Business Process drop-down menu, select a business process. You can use the View drop-down menu or Find on Page options to filter the list of available records.
- Select records and use the arrows to move it to the Selected Records pane.
- Click Done.
To open the linked record:
- Open a BP record. If you are opening a linked record associated with a line item, select a line item tab and select the line item.
- Select the Linked Records tab on the right pane. All the associated linked records are displayed.
- Select a linked record and and select
> Open.
To remove a linked record:
- Open a BP record. If you are deleting a linked record associated with a line item, select a line item tab and select the line item.
- Select the Linked Records tab on the right pane. All the associated linked records are displayed.
- Select a linked record and and select > Delete.