Associating Records with Existing Records

Complete the procedure in this topic to associate a record with an existing record in a multiple selection dialog box.

To associate a record with an existing record in a multiple selection dialog box

  1. Navigate to the appropriate screen.

  2. Select the record you want to associate with other records.

  3. Click the multiple select button in the appropriate field.

    A multiple selection dialog box appears showing the list of available records and a list of selected records for the field.

  4. In the list of available records, select the record you want to associate with the current record, and then click Add to move the record to the list of selected records.

    Note: You can select multiple records by holding down the CTRL key and clicking each record. To select records that are contiguous, you can select the first record, hold down the SHIFT key, and select the last record.
  5. (Optional) To remove one or more records in the list of selected records, select the records, and then click Remove to move the records back to the list of available records.

  6. Click OK.