Difference between revisions of "Link to Existing Item"
From IMSMA Wiki
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<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li> | <li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li> | ||
<li>Click the '''OK''' button.</li> | <li>Click the '''OK''' button.</li> | ||
− | :The Pick | + | :The [[Use the Pick Linking Item Window|Pick Item window]] displays. |
<li>Click the row for the item record that you would like to reconcile.</li> | <li>Click the row for the item record that you would like to reconcile.</li> | ||
<li>Click the '''Assign''' button.</li> | <li>Click the '''Assign''' button.</li> |
Revision as of 10:01, 5 February 2014
This section provides instructions for linking item records of different types.
How To |
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To link an item record to another item record without using the map:
- From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
- Click the button.
- Select the Link to Existing Item option.
- Click the OK button.
- The Pick Object Type window displays.
- Select the type of the existing item record from the Type of Object to Link to drop-down menu.
- Click the OK button.
- The Pick Item window displays.
- Click the row for the item record that you would like to reconcile.
- Click the Assign button.
- The Link Items window displays.
- If desired, click the button to view the item record on the map.
- Select the Link Existing Item with Data Entry Form Item option to associate item records.
- Click the OK button.
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