Setting Up Effective Dating for Records with Many-to-Many Links

To set up effective dating for records with many-to-many links, complete the tasks in this topic. In this topic, you set up effective dating for the records in the Contacts view of the Accounts screen as an example. The records in the Contacts view have a many-to-many link with the records in the Accounts screen. In this example, the parent business component is Account, and the child business component is Contact.

Note: Before you complete the tasks in this topic, you must create and update the tables for the parent and child business components, if necessary. For more information, see Creating and Updating the Tables for One-to-Many Effective Dating Records. You must also create and update the parent and child business components for effective dating, if necessary. For more information, see Creating and Updating the Business Components for One-to-Many Effective Dating Records.

To set up effective dating for records with many-to-many links, complete the following tasks:

  1. Creating and Updating the Tables for Many-to-Many Effective Dating Records

  2. Creating and Updating the Business Components for Many-to-Many Effective Dating Records

  3. Configuring the Dialog Box for the Link History Button for Many-to-Many Records

  4. Configuring the Link History Button and Inactive Field in the User Interface for Many-to-Many Records

  5. Configuring the Menu Items in the User Interface for Many-to-Many Records

Note: After you complete the tasks in this topic, you must implement effective dating tracking for the records. For more information, see Implementing Effective Date Tracking.

This task is a step in Process of Setting Up Effective Dating for Additional Business Components.