Establishing a Parent-Child Relationship
To establish a parent-child relationship between records, you must create a custom field and define both the parent and the child. This applies to both custom and standard records.
You can define the parent and child on the:
-
Custom Field configuration page, when creating a new custom field
-
New Field configuration page from a Custom Record Type page
Watch the following video about creating a parent-child record relationship.
Custom Field Configuration for New Custom Field
You can define parent and child records on the Custom Field configuration page.
To define the parent-child relationship
-
Create or open a custom field. For more information, see Creating a Custom Field.
-
Select a field type of List/Record or Multiple Select.
-
In the List/Record field, select a record type.
-
Check the Parent is Record box.
The record entered in the List/Record field is the parent record.
-
-
To define the child complete the following steps:
-
Select the Applies To subtab.
-
Check the box of the child record. If applicable, you can select multiple records as child records.
-
New Field Configuration for Custom Child Record
You can define parent and child records using the New Field configuration page from a custom record type page.
To define parent-child records:
-
Create a custom child record as described in Creating Custom Record Types.
-
On the Fields subtab, to define the parent record, click New Field.
-
Complete the following steps:
-
In the Label field, enter a field name.
-
Select a field type of List/Record or Multiple Select.
-
In the List/Record field, select a record type.
-
Check the Record is Parent box.
The record entered in the List/Record field becomes the parent record of the child record. If applicable, you can define multiple custom fields for multiple child records related to the parent record.
-
Define a Subtab on a Parent Record
You can also define the subtab on the parent record where the child record appears. On the child field definition page, click the Display subtab. Then on the Parent Subtab field, enter of the subtab where the child record appears.
